Institutional Portfolio Optimizer

3 days ago

Manila, National Capital Region, Philippines beBeeInvestment Full time $100,000 - $150,000
Job Description

Transformation and Performance Optimization for Institutional Clients

Our team is seeking a highly skilled Fund Servicing Manager to join our Transformation and Performance Optimization department.

  • Conduct comprehensive performance analysis of investment portfolios, including attribution analysis, benchmarking and performance measurement against objectives.
  • Develop and maintain performance and risk reporting frameworks, dashboards and models to provide timely and accurate reporting to clients.
  • Establish and maintain relationships with vendor and internal management/front line staff.
  • Partner with performance operations to understand client behavior where required.
  • Possess business-level understanding of platform functions (legacy and external).
  • Work independently as well as on a team to verify performance/risk analytics at multiple levels across platforms using available tooling.
  • Interpret and write commentary on functional testing results.
  • Identify, document, and resolve production issues pre and post migration.
  • Participate in the implementation of performance measurement and risk analytics systems and tools, including data validation and testing.
  • Provide concise client migration status updates and assist with prioritization.
  • Present findings, outcomes, and solutions at stakeholder meetings.

Key responsibilities include:

  • Portfolio performance analysis and optimization
  • Development and maintenance of performance reporting frameworks
  • Relationship building and communication with internal/external stakeholders
  • Client needs assessment and solution implementation
  • Stakeholder presentation and meeting facilitation

The ideal candidate will possess strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work effectively in a fast-paced environment.

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