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Analyst – Investments Performance and Risk

  • Wymiar czasu: pełny
  • lokalizacja: Poznań
  • Data ważności oferty: 20.09.2018
Franklin Templeton

Jesteśmy globalną organizacją inwestycyjną, a zarazem liderem w zarządzaniu aktywami, działającą na rynku jako Franklin Templeton Investments. Nasza główna siedziba zlokalizowana jest w San Mateo (Kalifornia), a nasze oddziały i wspierające nas spółki zależne znajdują się w 35 krajach. Świadczymy usługi i rozwiązania inwestycyjne w ponad 150 państwach na całym świecie.

Analyst – Investments Performance and Risk

Location: Poznań

Working with us, you will be responsible for:

The primary function of this position is to calculate, analyze and report portfolio performance, characteristics, weights, attribution and risk statistics.  This position will provide support in liaising with other PAIR teams as well as with key internal clients including Global Advisory Services, Risk Managers/Consultants, Investment Analysts/Managers as well as various compliance and legal teams.  This position covers one or more equity/balanced investment teams and the strategies within assigned teams, and the analyst will collaborate frequently with PAIR colleagues globally.

Job responsibilities

 Performance and Risk Analysis

  • Review portfolio performance, attribution and risk statistics by analyzing the accuracy and quality of the underlying data.
  • Identify and resolve data issues of low to moderate complexity impacting performance, characteristics, attribution and risk reporting.
  • Provide commentary/explanations upon request for portfolio performance and attribution.
  • Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date.
  • Create and run standard reports and queries.
  • Maintain performance, composite and/or benchmark information.
  • Review accounts to ensure inclusion in the proper composite per GIPS and FT policies.
  • Review automated validation controls and complete issue resolution process.
  • Collaborate with global PAIR team colleagues to leverage best practices and obtain support/advice.

Client Support

  • Respond to ad-hoc requests for performance, characteristic and risk statistic information.
  • Ensure client requirements understood during product launch and account on-boarding and internal systems/processes are updated support requirements approved by PAIR management.

Industry Trends

  • Remain current on performance and risk related trends, topics, issues, systems and analytical techniques.

Ideal candidate:

Education and experience

  • Bachelor’s degree
  • 2 – 4 years relevant work experience in the Mutual Fund/Financial Services Industry
  • Experience using financial/risk application/software
  • Progress toward, or interest in pursuing, CFA, FRM, or similar qualifications is desirable.

Knowledge, skills, and abilities

  • Knowledge of statistical calculations
  • Knowledge of financial instruments and markets
  • Knowledge of GIPS Performance Presentation Standards
  • Knowledge of source systems for data and ability to verify for accuracy
  • Knowledge of proper English usage, grammar, spelling and vocabulary
  • Strong verbal and written communication skills
  • Strong attention to details
  • Excellent analytical skills
  • Microsoft Office: Access and Excel: Advanced
  • Ability to work independently
  • Ability to perform mathematical calculations (or analysis)
  • Ability to exercise independent judgment consistent with department guidelines
  • Ability to organize and prioritize workflow and to coordinate the work of others
  • Ability to maintain updated knowledge of procedures, products and activities of assigned area
  • Ability to accurately proofread documents
  • Ability to work under pressure
  • Ability to perform multiple tasks in a fast-paced, team environment
  • Ability to organize and prioritize workflow and to coordinate the work of others

We guarantee: 

  • Local work with global perspecitve
  • Panoramic view on Poznan
  • Benefit package: medical insurance, Life Insurance, Assistance Package, Employee Assistant Program, MultisportCard, Staff investment program
  • Gym in the office
  • Work based on work-life balance concept
  • Work based on mutual trust and current feedback
  • Possibility of being involved in social projects and local initiatives

 

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Franklin Templeton to globalna firma finansowa z ponad 70-letnią tradycją, świadcząca usługi i rozwiązania inwestycyjne w ponad 150 krajach na całym świecie.

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