Senior Analyst, Investment Analytics Operations

What is this position about?

The Senior Analyst – IADS is responsible for delivering high-quality investment performance reports, attribution analysis and client reporting solutions. The role requires strong analytical skills, attention to detail, and the ability to work with large data sets while ensuring accuracy and compliance with industry standards. The analyst will collaborate with internal stakeholders and external clients to enhance reporting capabilities and provide insights into investment performance.

Primary Role Responsibilities

Service Delivery

• Participate in and support the delivery of performance, risk and attribution reporting services to BNP Paribas Australian clients. 
• Explain attribution results to clients, translating complex data into meaningful insights. Investigate attribution anomalies and work with internal teams to improve reporting accuracy.
• Ensure the quality and accuracy of reports produced by our overseas operations hubs for the activities assigned for oversight.
• Meet with clients on regular basis to ensure service delivery is of a high standard, maintaining a strong focus on timeliness and accuracy as measured by service KPIs and MI
• Liaise with internal teams such as fund accounting, data management and technology to ensure accuracy.

Projects & Change 

• Assist with client change control aimed at developing, extending, or improving the existing service received by the client
• Assist with business requirements documents, UAT & implementation plans, support and maintain project governance documents
• Participate in system enhancements and UAT testing for reporting platforms.

Essential Skills / Competencies

Technical skills and experience

Required: - 

• At least 3-5 years of experience in a performance analysis role. Within this the following balance of experiences would be ideal: -

• • • Experience in analytics, risk and performance reporting within investment organisations, asset owners or asset managers.
    • Preparing and delivering detailed attribution reports on Equity, Fixed Income and Multi-Assets including providing data-driven explanations to clients.

• Practical experience liaising with clients (discussing performance and attribution issues, participating in client meetings, taking minutes, giving demonstrations)
• Practical understanding of core performance methodologies (e.g. daily time weighted returns, modified dietz, IRR, unit price) & attribution methodologies (e.g. Brinson,  arithmetic v geometric , and Fixed Income models)
• Practical understanding on market data indices (S&P/ASX, MSCI, etc), characteristics (dividend yield, PE ratio, duration, etc), and classification schemes (GICS, BICS, etc.)
• Practical understanding risk adjsuted statistics such as tracking error, sharpe ratio, alpha, beta, volatility etc. Ability to be able to calculate from first principles 
• Practical understanding of multiple instrument types, including derivatives and how they should be treated within performance measurement
• Strong Microsoft excel skills

Desirable: - 

• Appreciation of GIPS and its application within the investment industry
• Practical experience of calculating composite benchmarks, hedge benchmarks, drifting and rebasing weights
• Excel VBA skills and or Access database experience

System / application skills

• Essential: Excel, Powerpoint, Word 
• Desirable but not essential: VBA, SQL, Datastream, Bloomberg, Statpro, User level knowledge of all BNP Paribas IRP production applications (B-One, DNA)

Project Management / Business Analyst skills

• Practical experience on boarding new activity into a production process
• Practical experience writing business requirements documents, test plans, implementation plans and governance documents
• Strong deadline orientated approach to project delivery
• Sound written and verbal communication skills
• High quality UAT testing and support

Qualifications

• Tertiary qualification and industry specific qualification such as CIPM, CFA, etc. favourable.

Competencies

• Attention to detail – ensure accuracy and quality in work
• Accountability – takes personal responsibility, delivers against personal and team goals
• Flexibility – positive and flexible approach to identify preferred solutions to issues and problems
• Results focused – understand the strategic objectives of the business as well as the team; work to ensure their achievement with a quality focus.
• Client focus – delivers consistently a high standard of client service , aiming to achieve all client deliverables within KPI, and operating in line with the departmental code of conduct
• Teamwork – work cohesively with a team of senior professionals to define and deliver against strategy, demonstrates sound intuition and political awareness
• Innovation – maintain a constant focus on process efficiency with the aim of increasing scalability and client experience
• Communication – effective verbal and written communication & effective interpersonal ability
• Maturity & Judgment - Demonstrates the ability to deal effectively with complex issues, learns from experience, assesses issues using relevant information and applying intuition.  Makes informed and considered decisions
• Time Management – Prioritise tasks and manage workflow effectively

About BNP PARIBAS

BNP Paribas is a top-tier European and international banking establishment, with an uninterrupted presence in the APAC region since 1860 and in Australia since 1881. Combining global expertise and local know-how, BNP Paribas in Australia and New Zealand delivers solutions to our clients through Corporate and Institutional Banking and Asset Management - a bridge between corporate and institutional clients.

We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.

• BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community
• BNP Paribas MixCity which fosters better representation of women at all levels of the organization
• Ability, the mutual aid network for employees with a disability or a disabling or chronic illness
• BNP Paribas CulturAll which celebrates diverse backgrounds

BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.

If you require any reasonable adjustments during the recruitment process, please feel free to reach out to us at bnpp.hrss.recruitment.operations [at] asia.bnpparibas (dot) com or +61 2 9216 8633 (and ask for the Talent Acquisition Manager in the HR Team).

https://careers.apac.bnpparibas/

More information 

Award Obtained

BNPP has won Top employer Europe award in a 10th consecutive year