Performance & Risk Insight Analyst

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Verify, analyse and provide insight regarding investment performance and risk in order to support business decision making.

Requirements

• Honours degree in Investments Management, Economics, Finance, Mathematics or Statistics would be an advantage.
• 2+ years investment performance/attribution experience (Balanced, Equity and Fixed Income).
• Understanding of investment performance calculation
• Exposure to analysing and interpreting performance results to respond to queries and propose solutions.
• Asset Allocation
• Business Intelligence charting of quantitative analytics
• Analytical, risk management as well as problem solving
• Experience using Sylvan or other performance and attribution
• Advanced Excel/Power Pivot, Microsoft Power BI/Dax, data integration or financial/statistical modelling tools

Duties & Responsibilities

• Perform detailed analytical and statistical review of the key return of portfolios/benchmarks at the portfolio level, asset class level, manager level and instrument
• Verify and analyse the accuracy of investment performance data and resolve any
• Quality assure data to ensure that no transactions are missing or are incorrectly accounted for and resolve
• Analyse and report the performance of investment portfolios to various
• Analyse investment attribution, identify trends and provide insights and recommendations to various portfolio managers and stakeholders.
• Gather and interpret relevant data to resolve stakeholder
• Deliver accurate and meaningful performance reports, insights and commentary within agreed
• Generation of reports which maximises the efficiency and usefulness of the report formats or measures
• Provide stakeholders with investment performance analysis and insights regarding factors behind performance return and comparisons against peers or benchmark
• Data automation and streamlining of processes to ensure timely delivery of
• Attend meetings where necessary to optimise delivery of
• Calculate net returns using portfolio manager fees based calculated/supplied by the finance
• Engage with stakeholders to identify changing client needs and make recommendations to align the current service offering with client needs.
• Positively influence and participate in change initiatives
• Continuously develop own expertise in terms of professional, industry and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas

Competencies

• Client/ Stakeholder Commitment: Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client
• Collaboration with other teams and prioritising the business interests of Momentum Group and invests in the success of the group by aligning efforts across divisions.
• Impact and Influence: Persuades, convinces, influences and inspires others, both within Momentum Group and externally to win support, loyalty and gain commitment to the purpose of