Purpose of Job
- Work with the Product Specialists to research, launch and manage the ongoing requirements for new and existing investment products and solutions.
- Manage and produce the outputs required for the management of RisCura Invests’ products and services and support the business development of these products and services. This may include client requirements.
- The scope of the work may be adjusted and refined over time.
Key Competencies, Skills and Attributes
- Pays attention to detail
- Safeguards integrity of sensitive client data
- Deals with large quantities of portfolio and market data
- Understanding of portfolio and instrument level information
- Quick learner
- Has an interest in financial services
- Strong analytical skills
- Good time management, and able to manage deadlines
- Able to work under pressure
- Understands industry trends
- Communicates clearly and politely, both verbally and in writing
- Able to work independently but also be a team player
- Uses initiative, is proactive and possesses problem-solving skills
- Willing to put in long hours when needed
Key Responsibilities
- Project manage the set-up of new products
- Performance and benchmark outputs and analysis
- Comparative performance calculations
- Set-up, ongoing management and oversight of fund fact sheets
- Set-up and ongoing management of billing and profitability calculations for each product
- The provision of performance numbers, performance attribution and asset allocation information for the products, the universe of benchmarks, and comparative products
- The provision of performance slides for client report-backs and presentations
- Ad-hoc requests for product, benchmarks and competitor performance analysis
- Daily, monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
- Data interrogation and analysis
- Client report generation
- Checking of reports generated by other Analysts
- Interpretation and analysis of report results
- Submission of reports to clients and Product teams
- Ad hoc analyses
Other Key Relationships
- Product Specialist team
- Portfolio Management team
- Institutional clients
- Third party administrators
- Research and Development team
- Analysts responsible for data processing
- Analysts responsible for data management
Remuneration
Market related
WHAT WE’RE ABOUT
It’s impossible to build a culture based on innovation, world-leading expertise and uniquely smart thinking without bringing together a very special group of human beings.
Discover what it takes to be a RisCurian here.
