Portfolio & Perf Analysis - Team Member

Build your career in Portfolio & Perf Analysis while working in the world’s most innovative bank which values creativity and excellence.

As a Portfolio & Perf Analysis - Team Member within AM PAG, you will be instrumental in managing the global GIPS composite process. You will collaborate with various teams to implement strategic solutions and ensure the team operates as a Centre of Excellence. You will also be responsible for keeping up with changes in GIPS standards, managing external verification of composites, and providing ad hoc data research and analysis as needed by clients. This role provides an opportunity to develop strategic solutions, participate in UAT and Production testing, and contribute to regulatory or controls deliverables.

Job responsibilities:

• Run Composite COE with high operational standards.
• Keep abreast with changes in GIPS standards and application thereof.
• Ensure timely and accurate publication of GIPS presentations.
• Help manage external verification of composites.
• Provide various ad hoc data research and analysis as needed by clients.
• Assist in developing strategic solutions and defining PAG business requirements.
• Participate in UAT and Production testing as needed.
• Maintain a risk and control mindset.
• Involve yourself with regulatory or controls deliverables and support other ad hoc projects as needed.
• Identify the project scope and key milestones, research background, assess risks, and design test procedures.

Required qualifications, capabilities, and skills:

• Work independently, set priorities, and deliver results under tight time frames and pressure.
• Minimum 2 years of work experience.
• Demonstrate strong analytical skills and ability to document and communicate complex, at times quantitative, business requirements and business analysis to technology counterparts.
• Exhibit strong interpersonal, communication, listening, and writing skills, and be comfortable speaking in front of groups and leading discussions/presenting.
• Act with a focus on results and an innovative mindset.
• Be highly motivated, proactive, and a self-starter.
• Work well on a global integrated team.
• Communicate effectively with all levels of personnel.
• Show proficiency with Excel and PowerPoint.

Preferred qualifications, capabilities and skills

• Be acquainted with portfolio performance, investments and/or products, and project management skills (preferred).
• Hold or pursue CFA, CIPM