Investment Reporting & Performance Team Leader (Melbourne)
The IRP Team Leader role sits within the IRP Service Delivery team, and is responsible for all aspects of IRP client delivery.
The role performs day to day oversight of performance, attribution and risk related reporting services that are produced by the offshore hub location in Chennai.
The IRP Team Leader manages a small team of client facing analysts who interact directly with AU based IRP clients to ensure a high quality service delivery experience, by responding to client queries, resolving issues and participating in client service reviews.
Post production the Team Leader will work on service optimization and change management tasks for designated clients and participate in service review meetings, workshops and system demonstrations.
- Manage the delivery of all performance, risk and attribution reporting services to BNP Paribas Australian clients. Develop and maintain relationships with clients to ensure provision of high level of service
Supervisory and oversight responsibilities for performance production activity based in our global operations hub in Chennai, and/or in AU
Lead contact and escalation point in the event of urgent or unresolved performance or reporting queries received from the hub location or the client, and act as the link between the two.
Manage a small team of local client facing analysts to ensure ongoing high level of client service
Meet or liaise regularly with clients (or as required) to ensure the service delivery is of a high standard, maintaining a strong focus on timeliness and accuracy as measured by service KPIs and MI
Interact regularly (or as required) with key local (CRM’s, CSM’s, FA Managers, IT, UUT, etc) and international stake holders (IRP Paris/Chennai/Singapore, etc) to ensure preferred outcomes
Deliver demonstrations and presentations to clients (or prospective clients) as they relate to IRP service
Projects & Change
- Lead client change control aimed at developing, extending, or improving the existing service received by the client
Lead and/or work with Implementation Manager on new activity set up and onboarding activities
Define business specification documents, create test & implementation plans, support and maintain project governance documents
- Seek to optimise end to end production under oversight, working transversally across the business as required
- Working to deliver service to our clients accurately and on time, thus reinforcing and building client relationship, leading to new business opportunities
Working to ensure operational risk is captured and addressed, securing our functional capabilities
Ensure appropriate procedures and risk and control guidelines are adhered to within the team through processes and checking. Monitor adherence to the Risk and Control Matrix through undertaking Controlled Self Assessment
Support the growth of our commercial relationships with our clients
Experience / Qualification
- Extensive experience working within an investment and performance analysis environment:
Practical experience working within performance, risk and attribution reporting functions within an asset management, asset owner or securities services position
Practical experience leading performance related project work (e.g. system implementation or process optimisation) outside of the normal BAU production cycle
Ideally experience managing a small service delivery team
Practical and theoretical understanding of performance methodologies (e.g. daily time weighted returns, modified dietz, IRR, unit price, etc) & attribution methodologies (e.g. Brinson, arithmetic v geometric, and Fixed Income models)
Practical understanding of market data indices (S&P/ASX, MSCI, etc), characteristics (dividend yield, PE ratio, duration, etc), and classification schemes (GICS, BICS, etc.)
Practical and theoretical understanding of ex-post risk statistics such as tracking error, sharpe ratio, alpha, beta, volatility etc. Understanding of ex-ante risk reporting principles will be highly valued.
Practical experience using performance / attribution / risk calculation & reporting systems within BNP Paribas
Strong practical understanding of multiple instrument types, including derivatives and how they should be treated within performance measurement
Practical experience liaising with and explaining performance, risk and attribution results to clients and internal stake holders
Strong Microsoft excel skills
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
Experience using Hi-Portfolio, Bloomberg, Reuters,
Ex-ante risk knowledge
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
Strong written and verbal communication skills
Ability to exercise good judgment in commitments made in response to client needs whilst balancing with the commercial and operational needs of the bank
- Tertiary qualification
Industry specific qualifications such as CIPM, CFA, etc desirable.