Investment Analytics & Data Services Manager

May 22, 2024

Investment Analytics & Data Services Manager

Reference12348720

  • Permanent
  • AU-Sydney
  • DATA
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Overall Job Purpose

The IADS Manager/TL role sits within the Client Delivery team, and is responsible for all aspects of IADS client delivery.

The role is responsible for the oversight and delivery of all investment performance, attribution and risk reporting services produced by BNP Paribas’s offshore hub.

The IADS Manager is responsible for managing a small team of investment analysts who interact directly with IADS clients to ensure high quality service delivery and outcomes.

Areas of responsibilities

Service Delivery

* Oversight for the delivery of all performance, risk and attribution reporting services to BNP Paribas Australian clients. Develop and maintain relationships with clients to ensure provision of high level of service
* Oversight for performance production activity based in our global operations hub in Chennai/Mumbai
* Lead client service review meetings, workshops and system demonstrations, in addition to dealing with client queries and resolving issues in a timely and effective manner
* Manage a small team of local client facing analysts to ensure ongoing high level of client service relating to IADS service delivery
* Ensure SLA’s are adhered to, problems resolved and KPI’s met as measured by agreed service KPIs and MI
* Interact with key local (CRM’s, CSM’s, FA Managers, IT, etc.) and international stake holders (IADS Paris/Chennai/Singapore, etc.) to ensure continued service delivery and preferred outcomes
* Ensure appropriate procedures and risk and control guidelines are adhered to, through processes and checking. Monitor adherence to the Risk and Control Matrix through undertaking Controlled Self-Assessment

Projects & Change

* Play a leading role associated with operational or IT related change aimed at developing, extending, or improving the existing services provided to clients
* Support the Implementation Manager on the implementation of new services and or on-boarding new business.
* Define or provide inputs into business specification documents, test & implementation plans, plus support and maintain project governance documents
* Seek to optimize end to end production under oversight, working transversally across the business as required
* Strong deadline orientated approach to project delivery
* Ability to exercise good judgment in commitments to client needs whilst balancing with the commercial and operational needs of the bank

Essential Skills / Competencies

Technical skills and experience

Required:

* Extensive experience working within an investment and performance analytics environment:

* Practical experience working in performance, risk and attribution reporting functions within a funds administration environment
* Practical experience working in performance related project work (e.g. system implementation or process optimisation) outside of the normal BAU production cycle
* Ideally experience managing a small service delivery team

* Practical and theoretical understanding of performance methodologies (e.g. daily time weighted returns, modified dietz, IRR, etc.) & attribution methodologies (e.g. Brinson, arithmetic v geometric, and Fixed Income models)
* Understanding of market data indices (S&P/ASX, MSCI, etc.), characteristics (dividend yield, PE ratio, duration, etc.), and classification schemes (GICS, BICS, etc.)
* Knowledge of use and application of ex-post risk statistics such as tracking error, sharpe ratio, alpha, beta, volatility etc. Understanding of ex-ante risk reporting principles will be highly valued.
* Strong practical understanding of the various asset classes and instrument types, including derivatives and how they should be treated for purposes of performance measurement and exposure reporting
* Strong MS 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

Qualifications

* Tertiary qualification
* Industry specific qualifications such as CIPM, CFA, etc, desirable.

Competencies

* 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
* People management – inspire and motive a team to delivery results
* 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 skills
* Maturity & Judgment – Demonstrates the ability to deal effectively with complex issues, learns from experience, assesses issues using relevant information and applying intuition.

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
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