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 prospect 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

Excellent 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