Job Description
The timely and accurate production of performance measurement data, attribution analysis and associated reports for all propositions supported globally and delivered locally by Wealth Solutions; these outputs are used to help monitor investment manager performance, the impact of asset allocation decisions, to provide data / commentary / reporting / proposals for use with prospects (incl- marketing materials) and clients-
Requirements
The jobholder will require a good knowledge of Performance Measurement calculation methodologies, attribution techniques and GIPS ® (Global Investment Performance Standards)
This knowledge and experience would normally be gained and maintained from reading, studying and relevant course attendance- Ø Communicate issues, problems and difficulties to appropriate management in a timely, constructive and sensitive manner Ø Challenge current practices and attitudes, contribute innovative ideas and foster a climate of continuous improvement Ø Effective communication and liaison with all areas of the business to proactively provide support and continuously improve productive business relationships with all internal group functions (WIM UK, RBS Coutts, Operations etc-) Ø Compliance with all relevant Group & regulatory standards including need to ensure clients treated fairly Ø Take responsibility for own career development, to ensure personal growth in line with development plan agreed
Responsibilities
1- Contribute to the accurate and timely delivery of all MI and client performance reports, including a performance data pack to the monthly IPPC, performance reports requested on an ad hoc basis and attribution measuring the impact of selection and asset allocation decisions
2- Develop and maintain a robust process for the analysis of absolute and relative investment performance across the book of WIM managed portfolios (DPM and TPS) by product and strategy/profile type, identifying and investigating causes of all outliers from agreed tolerances and reporting the findings to WIM ManCo and Coutts UK ExCo in the WIM Client Service and Coutts UK TCF packs 3- Assist in the generation of 'track records' of performance for all areas of the business, thereby facilitating the move towards compliance with GIPS ® (Global Investment Performance Standards) 4- Contribute to the development, maintenance and system ownership and associated responsibilities of databases (e-g- SCoPE, EDNA and SPURS) 5- Contribute to projects/working groups relating to calculation/presentation of investment performance and to product/new client/marketing proposal initiatives and assist the Investment Helpdesk with loss calculations and other performance related queries 6- Contribute to maintaining up to date documentation of procedures and effectiveness of disaster/contingency planning, detailing all material risks, mitigating factors, loss events corrective actions and residual risks
The Individual
Ø A degree in a relevant discipline
Ø Investment Management Certificate (IMC)
Ø Relevant Professional Qualifications e-g- Certificate in Investment Performance Measurement (CIPM), Chartered Financial Analyst (CFA) etc- The professional qualifications are not prerequisites for the role but the role holder should be prepared to study for these or other appropriate qualifications
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