We here at TOM Executive have partnered with a leading and rapidly expanding, boutique, fund manager to recruit a Senior 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 transparent career path

Great 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 5 - 10 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.

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📌 Senior Performance Analyst (New South Wales)
🏢 T+O+M Executive
📍 New South Wales