Position Title : Investment Performance Measurement and Attribution Officer
Job Level/Rank : Assistant Manager to Assistant Vice President
Company : BPI Wealth
Department : Risk Management
Reports to : Investment Performance Measurement and Attribution Head
Accountabilities
This position is primarily responsible for ensuring fair, accurate and timely measurement of investment performance and attribution of returns as well as the design and production of relevant and complete performance and attribution reports.
Responsibilities
- Understand new products offered by BPI Wealth in order to correctly map the performance of these products in the performance system.
- Ensure data quality and integrity of output (complete ad correct data are uploaded and attribution and performance results are correct).
- Analyze performance results and respond to queries from portfolio managers.
- Design/create performance report templates and adhoc reports
- Ensure production of regular attribution reports to clients. Portfolio Managers, Portfolio Management Head, Investments Head, Investment Committee and BPI Wealth Board of Directors.
Qualification Guide
Graduate of Business Course/Economics/Mathematics/Statistics
Masters Degree a plus
Experience
Banking/Trust Operations, Risk Management, Investment Management, Treasury
Knowledge
Knowledge in investments and finance (required)
Knowledge in/familiarity with market, credit and investment risk management tools and processes (preferred)
Knowledge of Trust/Asset Management operations and regulations (preferred)
Skills
Strong analytical, quantitative and data management skills, above average communication skills, interpersonal skills, strong computer skills (specifically MS Excel and similar programs/systems) results-focused, ability to deal with people at all levels, team player, attention to detail
