Investment Performance Analyst

Bank Vontobel AG
Zurich, Switzerland
04 Sep 2021
18 Sep 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Do you like working with numbers in a specialized team covering various aspect of asset management performance analysis and attribution. You will take ownership of the analysis of various style and strategy investment and discuss your findings with the portfolio managers

Your opportunity
  • Analyse investment portfolio performance across all asset classes, at aggregate and constituent levels, on both absolute and relative bases, as well as against peers/competitors.
  • Provide an independent critique and appraisal of investment performance to investment teams, deploying quantitative performance attribution methodologies.
  • Monitor ex-post performance parameters and escalate issues where required.
  • Take responsibility for regular performance analysis and reporting obligations.
  • Deliver or support delivery of ad hoc performance analysis requests.
  • Participate in regular formal investment performance reviews with investment teams (portfolio managers, investment boutique heads) and senior management.
  • Support and contribute to interactions with clients, consultants, regulators and auditors in the capacity of subject matter expert on investment performance.
  • Collaborate as required with other functions, including Portfolio Managers, Product Development, Data, Reporting and Investment Control.

You bring
  • A quantitative and finance-related education: a degree in a quantitative subject (e.g. economics, finance, science, engineering, mathematics). A CFA or other industry qualification would be an advantage.
  • An asset class and financial instrument knowledge: a good all-round understanding of fixed-income, equities, FX and derivative securities performance characteristics.
  • Knowledge of the concepts of performance measurement and attribution.
  • Data and programming skills: experience of using Excel and Excel VBA, Python, Java, SQL, Tableau, databases etc to access, manipulate and report/display quantitative data.
  • A first-hand experience of performance systems (e.g. Bloomberg PORT, StatPro, Charles River CRIMS, MSCI BarraOne)

Your are
  • Willing to work closely with colleagues in the Z├╝rich-based Risk and Performance analytics team, as well as colleagues in other teams and locations
  • Motivated and able to work independently and be effective in leading a collaborative effort
  • Driven by the desire to solve problems, taking initiative to obtain the required information where necessary, innovating where appropriate and following issues though the resolution and hand-over to suitable responsible parties
  • Excited by new challenges in a growing and dynamic environment
  • Skillful in working with numbers, with a solid theoretical knowledge of investment performance measurement and attribution (various asset classes)

Thank you for the time to consider Vontobel. We appreciate you taking the time to submit your application. Our Talent Acquisition team will carefully assess your application and will respond to you in a timely manner.Please apply via our career portal. For this position, please note that we do not consider applications from recruitment agencies.

If you have any question you can contact us through our contact form .
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