Role summary:
The Fixed Income Results Analyst senior will work as part of a high functioning team, who play a key role in supporting the Europe and Asia business area. They will be an integral member of the team, providing leadership, mentorship, and quality assurance for associates and analysts on the team. Additionally, they will work independently on complex assignments, calculating and providing investment results and analytics to internal departments, investment professionals, and external clients and vendors. Responsibilities may also include: Evaluate, construct, and maintain custom benchmarks and indexes, Provide subject matter expertise in performance measurement, attribution, and the Capital System.
Primary responsibilities/essential functions:
Calculate, validate and analyse investment performance for fund, account, manager, composite, index and benchmark data
Works with a variety of internal and external stakeholder groups across multiple teams (e.g., investment group, sales, etc.) to evaluate, construct, and maintain portfolio structures, index and custom benchmark maintenance, calculate and deliver portfolio investment results, and provide advanced analytics and FI attribution analyses.
Prepare and validate FI attribution analysis
Researches, analyses, and resolves discrepancies impacting results with internal operational teams
Performs results, statistical, and portfolio analysis
Designs and develops forecasting tools and statistical models that directly support the investment and distribution decision-making processes
Access, assemble, manipulate and interpret large datasets
Builds relationships and establishes frequent correspondence with internal departments (e.g., Sales, Marketing, Investment Groups, IT, Investment Operations), balancing stakeholder expectations
Participates in the training and development of other associates
Develops policy guidelines and best practices at the functional level, coordinating and implementing newly developed policies, processes, and procedures
Participates in regular portfolio reviews with the Investment Group – requires the ability to present results and attribution to our Investment Group professionals, with special focus on Attribution
Applies analytical and problem-solving skills to “deep dive” into questions
Keeps abreast of applicable compliance rules and regulations, ensures that controls are in place and data is reported accurately and in accordance with various compliance standards
Keeps abreast of current and possible future internal and external trends, industry best practices, technology, and potential impact on established procedures
Answers questions and acts as a point of contact internally and externally for complex issues
Required Skills/Abilities:
Experience within Fixed Income, demonstrating an in-depth knowledge of key performance measurement, risk and attribution concepts and ability to apply it to work assignments
CFA certification. CIPM certifications and/or MBA a plus
Experience with BI-SAM B-One/ FactSet/ Bloomberg/Aladdin
Self-driven (e.g., independently manage workload and achieve target outcomes; proactively overcomes obstacles to achieve target outcomes and customer satisfaction)
Strong business acumen to understand and anticipate business needs/requirements/questions, apply knowledge of investment markets (and explain ‘the why’ behind the results they present
Demonstrates expert knowledge of industry applications
Develops strong business relationships and trust with internal and external stakeholders through consistent, accurate, and reliable
Excellent written and verbal communications skills with a focus on being able to confidently stand behind analysis when presenting to the Investment Group stakeholders
Strong collaboration skills, working within and across teams and stakeholder groups to communicate investment results and resolve issues
Demonstrates intellectual curiosity and analytical skills in areas of high complexity
Ability to work in ambiguous situations, create clarity, and drive towards effective outcomes
Ability to identify process improvement and lead Continuous Improvement efforts with a focus on scaling operations
Demonstrates expert knowledge with data visualization tools; SQL, Alteryx, TOAD, Excel, Python plus
Strong project management skills; PMP or ScrumMaster a plus in some results areas
Contribute to department-wide initiatives that facilitate Investment Operation’s Mission and Vision: Scale Operations, Innovate, Operate Smartly, and Focus on Talent
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.