Investment Performance Analysis - Associate 2

Overall purpose of the role:

• Provide Operation / Oversight Services within IMS Investment Analytics
• Management Information Statistic (MIS) and Service Level Agreement (SLA) maintenance
• Produce accurate and timely data
• Assists where necessary to produce ad-hoc data for other Departments
• Maintain strong internal / external relations
• Help drive team forward and promote team working
• Project work, including on-boarding new clients, new systems and liaising with multiple stakeholders

Key Tasks and Responsibilities:

Job rotation and career enhancement (formal and informal training) is also a part of the ethos within the team environment.  These include:

• Produce accurate and timely operational data, from in house and 3rd party systems, on a monthly/quarterly basis for Equities, Fixed and Balanced clients.
• Assist where necessary to produce ad-hoc request for multiple clients
• Maintain strong relations with various areas of IMS and with the client directly via regular consultations and correspondence.
• Help drive team forward and promote team-working
• Provide daily support to the Operations team. Ensuring all client timetabled deadlines are met and all ad-hoc queries are completed in a timely manner. Regularly review procedures and implement changes to improve the reporting and communication process. Contribute to driving any new client onboarding Projects forward and maintain oversight.

Overall skills required:

PC Skills : Excel skills Basic / advantage

Educational Level/professional qualifications (minimum requirement):

Degree or equivalent – mathematical related subject preferred

An aptitude for mathematical information

Initiative and Drive

PC Literate

BCom, BBA, MBA or CFA an advantage

Years/breadth of experience:

1-3 yrs work experience within an asset management company would be beneficial

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