Equity Attribution & Risk Senior Analyst Equity Attribution & Risk Senior Analyst …

Fidelity International
in Dublin, Leinster, Ireland
Permanent, Full time
Last application, 24 Sep 19
Negotiable
Fidelity International
in Dublin, Leinster, Ireland
Permanent, Full time
Last application, 24 Sep 19
Negotiable
Fidelity  International
Working in the the equity attribution and risk reporting team, you will be focused on the production of fund reports, investment risk oversight pack, fund characteristics reports and providing risk analysis on our equity products.

About Performance Analytics

The Performance Analytics group provides performance information and portfolio analysis for Fidelity International Limited (FIL) worldwide. The new formally team will operate a hub a spoke model with two centres of excellence in Dublin (Ireland) and Dalian (China) supported by local specialists in London, Tokyo and Hong Kong.

The group comprises three teams who all interact closely and work together to provide clients both internal and external with analysis on Fidelity products and mandates. The performance attribution & risk reporting team provides attribution and risk analytics such as quarterly fund reports, investment risk oversight pack, liquidity reporting and support to our investment teams. The performance operations team is responsible for ensuring the quality of our data, management of our systems, GIPS©, regulatory performance & risk and providing key senior management metrics. The performance reporting team supply performance, attribution and ex-post to all of our clients but retail and institutional heavily supporting our distribution network.

 

Purpose of your role

The primary focus of the of the role is work in the the equity attribution and risk reporting team. The team will be focused on the production of quarterly fund reports, investment risk oversight pack, fund characteristics reports and providing risk analysis on our equity products. The team will manage many stakeholders in both the investment and distribution business. The team will be based in both Dublin and Dalian.

 

 

 

What you'll do

 

Principle duties:

  • Investigation and resolution of complex queries and client queries in a timely manner.
  • Calculation of Performance & Attribution
  • Calculation of ex-post risk statistics
  • Calculation of exposure based metrics (liquidity analysis, derivative reporting, etc)
  • Calculation of style analysis
  • Production of quarterly fund review packs and investment risk reports
  • Responding to a significant volume of ad-hoc queries and requests
  • Taking ownership for specific tasks.
  • Involvement in projects and systems testing as required.

 

 

 

Your skills and experience

  • Degree level in Finance, Maths, Statistics, Economics, Accounting
  • Experience working in asset management industry working directly with investment performance.
  • Understanding of various performance measurement and analysis techniques such as return calculation methodologies (TWR, MWR, Nav-Nav), ex-post risk metrics.
  • Understanding of Brinson-Fachler attribution.
  • Understanding of factor based risk models.
  • Good knowledge and understanding of financial markets and investment management.
  • Knowledge of vendor systems such as Morningstar, Factset, Bi-Sam, Barra and Bloomberg.
  • Strong numerical and statistical skills as evident by existing or previous employment.
  • Self-motivated and responsive to a changing environment.
  • Team contributor
  • Accuracy and attention to detail.
  • Ability to work to tight deadlines.

Company Overview

Great minds, better together.

Fidelity International is an equal opportunities employer and is commited to a policy of treating all its employees and job applications equally.

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