Description:
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
- Develop and maintain quantitative tools for data capture and analysis to support portfolio construction and exposure monitoring.
- Maintain records of portfolio holdings, transactions and cash balances across a variety of portfolios, and build visualisations to support investment insights and decision-making.
- Collaborate closely with performance and risk teams to access and review analytics, performance attribution data and risk reports. Create presentations and summaries that communicate drivers of performance, key portfolio risks and investment outcomes to both senior stakeholders and clients.
- Ensure the seamless execution of trade operations, portfolio rebalancing and compliance checks in coordination with trading and operations teams.
- Assist in data management, data quality checks and enriching operational workflows. Liaise with internal teams to resolve operational issues quickly and ensure alignment with internal controls and regulatory requirements.
- Work with investment team, performance, risk, technology and operations to streamline data workflows and integrate analytical insights into investment and operational processes.
- Support client reporting and commentary generation utilising tech tools to enhance reporting accuracy and efficiency.
- Carry out other duties as assigned.
What to expect when you join our firm
- Hybrid working and reasonable accommodations
- Generous Holiday policies
- Excellent Health and Wellbeing benefits including corporate membership to ClassPass
- Paid volunteer time to step away from your desk and into the community
- Support to grow through professional development courses, tuition/qualification reimbursement and more
- Maternal/paternal leave benefits and family services
- Complimentary subscription to Headspace – the mindfulness app
- All employee events including networking opportunities and social activities
- Lunch allowance for use within our subsidized onsite canteen
Must have skills
- Proven experience in quantitative analysis within asset management, preferably in a multi-asset solutions setting.
- Advanced level user of statistical analysis, portfolio modelling and financial programming (Python, SQL), visualisation/reporting tools (Power BI and Tableau) and AI tools.
- Knowledge of factor models and risk systems (such as Bloomberg, Style Analytics).
- Familiarity with operational procedures within a portfolio management context, including reconciliation and compliance processes.
- Strong written and verbal communication skills for presenting complex analytics and operational insights.
- Ability to work both independently and collaboratively.
- Attention to detail and the ability to manage multiple priorities under tight deadlines.
- Analytical mindset with a proactive approach to problem-solving
- Adaptable, self-motivated, and eager to contribute to a high-performing team
Nice to have skills
- CFA, FRM, CQF, or equivalent professional qualification (preferred but not required)
- Familiarity with regulatory requirements relevant to investment management and risk
- Interest in global financial markets and investment trends