We here at TOM Executive have partnered with a leading and rapidly expanding, boutique, fund manager to recruit a Performance Analyst role within their Funds teams.This is an excellent opportunity for a career focused individual keen to learn the investment management process and gain exposure to the front office

- Permanent role based in Sydney CBD
- Utilise the latest technology and have a clear career path
- Outstanding exposure to the investments team
- Excellent salary package + exceptional bonuses

This diverse and technical position will encompass:

Portfolio analytics and reporting

Calculate portfolio performance returns and attribution, risk metrics, exposures and characteristics to support client enquiries, reports and prospective RFP’s

Provide portfolio insights to the investment and distribution teams

Systems development and maintenance

Contribute to the evolution and availability of proprietary quantitative systems covering portfolio returns,



attribution, exposure and characteristics

Data management

Understanding of and ability to implement ETL workflows and data quality controls

Marketing collateral management

Assist with providing data for pitchbooks, fact sheets and periodic reports

Your Background The ideal candidate will have at least 2 - 5 years’ experience within performance and attribution analysis working for an asset manager, superfund or securities services. You must be able to work well in a team, have excellent communication skills and be able to prioritize competing demands.

If you are interested in this role and are looking for a confidential chat, please contact Seb Cobb at T+O+M Executive on [email protected], or click on the ‘apply now’ below.

📌 Performance Analyst (Sydney)
🏢 Tom
📍 Sydney