Performance & Risk Insight Analyst at Momentum Metropolitan Holdings Limited

Role Purpose    

• Verify, analyse and provide insight regarding investment performance and risk in order to support business decision making.

Requirements    

• Honours degree in Investments Management, Economics, Finance, Mathematics or Statistics would be an advantage.
• 2+ years investment performance/attribution experience (Balanced, Equity and Fixed Income).
• Understanding of investment performance calculation
• Exposure to analysing and interpreting performance results to respond to queries and propose solutions.
• Asset Allocation
• Business Intelligence charting of quantitative analytics
• Analytical, risk management as well as problem solving
• Experience using Sylvan or other performance and attribution
• Advanced Excel/Power Pivot, Microsoft Power BI/Dax, data integration or financial/statistical modelling tools

Duties & Responsibilities    

• Perform detailed analytical and statistical review of the key return of portfolios/benchmarks at the portfolio level, asset class level, manager level and instrument
• Verify and analyse the accuracy of investment performance data and resolve any
• Quality assure data to ensure that no transactions are missing or are incorrectly accounted for and resolve
• Analyse and report the performance of investment portfolios to various
• Analyse investment attribution, identify trends and provide insights and recommendations to various portfolio managers and stakeholders.
• Gather and interpret relevant data to resolve stakeholder
• Deliver accurate and meaningful performance reports, insights and commentary within agreed
• Generation of reports which maximises the efficiency and usefulness of the report formats or measures 
• Provide stakeholders with investment performance analysis and insights regarding factors behind performance return and comparisons against peers or benchmark
• Data automation and streamlining of processes to ensure timely delivery of
• Attend meetings where necessary to optimise delivery of
• Calculate net returns using portfolio manager fees based calculated/supplied by the finance
• Engage with stakeholders to identify changing client needs and make recommendations to align the current service offering with client needs.
• Positively influence and participate in change initiatives
• Continuously develop own expertise in terms of professional, industry and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas

Competencies    

• Client/ Stakeholder Commitment: Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client
• Collaboration with other teams and prioritising the business interests of Momentum Group and invests in the success of the group  by aligning efforts across divisions.

Closing Date    

• 2026/06/15