Apply: Senior Analyst Investment Performance

My client is seeking a highly analytical and motivated Investment Performance specialist to join the business and help drive robust, asset-liability aware portfolio strategies. This role offers a unique opportunity to work across multi-asset exposures with a strong emphasis on fixed income analytics, performance attribution, regulatory reporting, and responsible investment initiatives.

You will lead investment performance and risk analysis, focusing on asset-liability strategies and fixed income exposures. Use advanced performance attribution techniques to assess multi-asset portfolios, support regulatory and capital reporting, and contribute to responsible investment and net-zero initiatives. Ideal for candidates seeking to deepen expertise in performance and risk analytics.

Key deliverables:

• Co-ordinate, prepare and provide oversight for key investment reports for asset & liability committees, investment manager committee and asset allocation committee.
• Monitor, analyse and implement investment risk metrics covering interest rate risk, credit risk, inflation risk, currency risk, equity risk, and counterparty risk. 
• SME in fixed income attribution and risk factor models
• Analyse and report on investment performance and risk across diversified portfolios.
• Deliver insights for asset allocation, fixed income attribution, and interest rate risk modelling.
• Conduct stress testing, scenario analysis, and performance attribution.
• Support regulatory reporting, including capital charge calculations and APRA compliance.
• Engage with senior stakeholders on investment results, risk metrics, and forecasting.
• Investment analyst pack, investment commentary and communications
• Contribute to responsible investing and net zero transition reporting.

Key skills & experience:

• 5+ years’ experience in investment analytics or performance analysis within Funds Management, Custody, or Asset owner environment.
• Strong technical background in fixed income attribution, investment risk analysis, and portfolio modelling.
• Investment risk analysis, sensitivity analysis and stress testing experience of asset-liability strategies.
• Excellent understanding of all financial instruments and risk modelling including all fixed income securities and derivatives
• Proficiency with tools like Bloomberg, FactSet, or StatPro.
• Tertiary qualification in Finance, Economics, Maths, Engineering, or related field (CFA, CAIA, FRM desirable).
• Ability to influence, mentor, and present insights clearly to senior stakeholders.

This is a great opportunity for a self-driven investment professional looking to grow their career in a highly analytical and strategic role. Be part of a team influencing key investment decisions and driving innovation in performance and risk reporting.