The Portfolio Analysis Group covers both Asset Management and Wealth Management performance and portfolio analysis reporting.
The Group consists of multiple global teams responsible for producing performance and portfolio analytics for both products and clients including but not limited to rates of return, attribution analysis, risk analytics and reporting.
In addition the Group is responsible for maintaining and reporting composite performance. The Performance team in Hong Kong forms part of the global Portfolio Analysis Group and provides portfolio analysis for client portfolios and products managed and distributed in Asia.
As the Deputy Head or Senior Manager of the team of 11 members, you will be assisting the Asia ex Japan Team Head to run various projects and initiatives, and focus on overseeing the accurate and timely delivery of investment performance and analytical reporting.
Key responsibilities of the team include :
Generate performance and risk statistics for pooled funds and segregated funds
Produce performance and portfolio analytics for use in fund factsheets and client reports
Produce peer fund comparison analysis based on Morningstar Direct or Lipper Analytics
Produce performance attribution analysis and active risk analysis
Produce composite performance reporting according to Global Performance Investment Standards
Attend to ad hoc requests from portfolio managers, investment specialists, sales & marketing on portfolio performance and related analytics
Collaboration with the local and global stakeholders in running various process improvement or automation projects and initiatives
At least 7 years relevant experience in Operations, Performance Analysis, Risk Analysis or similar role. Experience in project management on process improvement or automation in asset management industry will also be considered
Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Computer Science or similar field
Ability to interact and communicate effectively
Audit and controls focused
Knowledge on Alteryx, Xceptor or other automation tools is an advantage
CIPM or CFA holder is an advantage
Language skills English required