The Performance and Risk Analytics (‘PRA’) Team supports the bank’s institutional asset owner and asset manager clients with technologies that provide insights into the result of their investment decisions throughout the investment lifecycle. Our integrated global platform FUSION – in partnership with industry leader FactSet Research Systems - is designed to deliver flexible multi-currency returns, exposures, risk, investment multiples and value-added analysis at scale every day worldwide.
As a Fund Servicing Associate - Performance Reporting in the Performance and Risk Analytics Team, you will be a key player in supporting our institutional asset owner and asset manager clients. We are seeking a confident, self-motivated, creative and collaborative subject matter expert who can assist a team of analyst supporting our back-office production activities and is ready to inspire and captivate the most sophisticated clients in institutional investment services as a Performance and Risk Analytics Associate.
Job Responsibilities:
Act as the face of the franchise, representing PRA and the Bank at onboardings, formal service reviews, due diligence meetings and RFI/P presentations (includes periodic travel). Partner with internal stakeholders to deliver a coherent, resonant message to market. Demonstrate expertise in the investment lifecycle. This includes industry best practices, regulatory requirements, the competitive landscape and emerging trends in performance and risk analytics across client segments. Be ready to conduct comprehensive performance analyses of investment portfolios including attribution analysis, exposures and rates of return against objectives. Develop and maintain sustainable service relationships that ensure timely and accurate reporting for clients. Identify, document and pursue opportunities to deepen relationships through product demonstration, trial subscription, and cross-sales. Analyze and interpret workflow exceptions. Guide third parties on remediation efforts and take ownership on plan execution. Present findings in straightforward, audience-appropriate communications. Lead inquiry response efforts with external stakeholders including portfolio managers, back-office operations, and vendors. Establish clear priorities and articulate dependencies as well as delivery/resolution timetables. Maintain a positive, uplifting work environment where all are encouraged to contribute. Adopt a growth mindset where all feel comfortable taking risks to learn. Persist through setbacks to achieve results. Demonstrate success building strong interpersonal relationships in large, complex organizations. Ability to defend principles and build broad consensus amicably based on shared interests.
Required Qualifications, Skills and Capabilities:
Preferred Qualifications, Skills and Capabilities:
Interest and/or pursuit of Master's degree or relevant professional designations (such as CFA, CIPM, CAIA, FRM) preferred. Knowledge / use of FactSet and/or competitor platforms preferred.