5 дней назад
Performance Measurement Team Leader (Investment Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Performance Measurement Team Leader (Investment Services): Leading the delivery of investment performance measurement, attribution, and reporting for funds and client portfolios with an accent on financial data analysis, reporting accuracy, and client service. Focus on managing the team, resolving complex data and performance issues, driving process automation, and supporting system and business transformation initiatives.
Location: Kraków, Poland; hybrid model with 3 days per week in the office. Parents of a child up to 4 years old may work 2 days per week in the office.
Company
is a global financial services firm providing investor services, capital markets expertise, technology solutions, and client management.
What you will do
- Lead the day-to-day delivery of performance measurement services for investment funds and client portfolios.
- Ensure high standards of quality, accuracy, and client service in investment performance reporting.
- Provide subject matter expertise in performance measurement, attribution methodologies, benchmarks, and investment reporting.
- Manage, coach, and develop a team while fostering collaboration and accountability.
- Analyze large financial and performance datasets, including reconciliations, issue resolution, and data quality reviews.
- Drive process improvements, automation opportunities, system implementations, and business transformation initiatives.
Requirements
- Experience leading teams in Performance Measurement, Fund Accounting, Investment Operations, or a related investment servicing function.
- Strong knowledge of performance measurement, attribution, benchmarks, investment products, fund structures, capital markets, and asset management.
- Excellent numerical, mathematical, and analytical skills, with experience interpreting complex financial data and identifying trends, exceptions, and root causes.
- Experience working with large and complex datasets, reconciliations, and data quality reviews.
- Understanding of operational processes across Performance Measurement, Fund Accounting, Investment Accounting, and client reporting.
- University degree in Mathematics, Statistics, Finance, Economics, or a related discipline.
Nice to have
- CFA, CIPM, or another relevant professional qualification.
- Knowledge of traditional, derivative, and alternative investment instruments.
Culture & Benefits
- Private medical care and life insurance.
- Employee Assistance Program with confidential counselling for employees and their families.
- Professional training and qualification support.
- Wellbeing Program and online Social Fund benefits platform.
- One Culture Celebration Day and one Community Service Day in addition to standard paid vacation.
- Onboarding, social, sports, and integration events.
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