Analyst, Investment Analytics and Data Services

June 4, 2024

Analyst, Investment Analytics and Data Services

Reference12349484

  • Permanent
  • AU-Sydney
  • DATA
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Overall Job Purpose

The Performance Analyst role sits within the IRP Service Delivery team. The role performs day to day oversight of performance, attribution and risk related reporting services delivered by the offshore hub location in Chennai.

The Performance Analyst interacts directly with AU based clients to ensure a quality service delivery experience, by responding to client queries, resolving issues and participating in client service meetings and reviews.

Outside production periods, the Performance Analyst will work on change management tasks (analysis, prioritization, UAT, etc.) for designated clients and/or initiatives, participate in service review meetings, workshops and system demonstrations.

Areas of responsibilities

Service Delivery

* Participate in and support the delivery of performance, risk and attribution reporting services to BNP Paribas Australian clients.
* Oversight responsibilities for core performance production activity based in our global operations hub in Chennai.
* Act as a contact 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.
* Ensure the quality and accuracy produced by our operations hubs for the activity assigned to you for oversight
* Meet with clients 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

Projects & Change

* Assist with client change control aimed at developing, extending, or improving the existing service received by the client
* Assist with new activity set up and onboarding activities
* Assist with business requirements documents, UAT & implementation plans, support and maintain project governance documents
* Assist in the optimisation of end production under your oversight, working transversally across the business as required.

Contributive responsibilities (how the role contributes to the success of business line / function)

* 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

Essential Skills / Competencies

Technical skills and experience

Required: –

* At least 2-3 years of experience in a performance analysis role. Within this the following balance of experiences would be ideal:

– experience working within performance measurement and attribution calculation and reporting function, within an asset management, asset owner or securities services position
– experience working on performance related project work (e.g. system implementation or process optimisation) outside of the normal performance reporting production cycle

* Practical experience liaising with clients (discussing performance and attribution issues, participating in client meetings, taking minutes, giving demonstrations)
* Practical understanding of core performance methodologies (e.g. daily time weighted returns, modified dietz, IRR, unit price) & attribution methodologies (e.g. Brinson, arithmetic v geometric , and Fixed Income models)
* Practical understanding on market data indices (S&P/ASX, MSCI, etc), characteristics (dividend yield, PE ratio, duration, etc), and classification schemes (GICS, BICS, etc.)
* Practical understanding of ex-post risk statistics such as tracking error, sharpe ratio, alpha, beta, volatility etc. Ability to be able to calculate from first principles
* Practical understanding of multiple instrument types, including derivatives and how they should be treated within performance measurement
* Strong Microsoft excel skills

Desirable: –

* 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

System / application skills

* Essential: Excel, Powerpoint, Word
* Desirable but not essential: VBA, SQL, Datastream, Bloomberg, Statpro, User level knowledge of all BNP Paribas IRP production applications (B-One, DNA,

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
* Sound written and verbal communication skills
* High quality UAT testing and support

Qualifications

* Tertiary qualification and industry specific qualification such as CIPM, CFA, etc.

Competencies

* Attention to detail – ensure accuracy and quality in work
* Accountability – takes personal responsibility, delivers against personal and team goals
* Flexibility – positive and flexible approach to identify preferred solutions to issues and problems
* Results focused – understand the strategic objectives of the business as well as the team; work to ensure their achievement with a quality focus.
* Client focus – delivers consistently a high standard of client service , aiming to achieve all client deliverables within KPI, and operating in line with the departmental code of conduct
* Teamwork – work cohesively with a team of senior professionals to define and deliver against strategy, demonstrates sound intuition and political awareness
* Innovation – maintain a constant focus on process efficiency with the aim of increasing scalability and client experience
* Communication – effective verbal and written communication & effective interpersonal ability
* Maturity & Judgment – Demonstrates the ability to deal effectively with complex issues, learns from experience, assesses issues using relevant information and applying intuition. Makes informed and considered decisions
* Time Management – Prioritise tasks and manage workflow effectively

About BNP PARIBAS

As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance.

We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.

• BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community
• BNP Paribas MixCity which fosters better representation of women at all levels of the organization
• Ability, the mutual aid network for employees with a disability or a disabling or chronic illness
• BNP Paribas CulturAll which celebrates diverse backgrounds

BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.

[1] https://careers.apac.bnpparibas/

More information
[2] BNP Paribas – Diversity & Inclusion Journey
[3] BNP Paribas – The Bank Of Green Changes

Award Obtained
BNPP has won Top employer Europe award in a 10th consecutive year