The US Performance Group is responsible for measuring portfolio and benchmark returns and for reporting the differential between a portfolio’s return and its corresponding benchmark return. The Performance Group works closely with Portfolio Management teams, Client Relationship, Client Reporting, Knowledge Management and Custodian Administrators.
Job Responsibilities:
Lead BGI U.S. performance measurement function:
Continue to create and provide performance measurement information for client reporting purposes.
Manage the team responsible for providing security level attribution and performance for our index equity and iShares products.
Work with the Fixed Income and Active Equities Product Groups to expand the servicing offering by determining which areas will need independently sourced attribution.
Directly responsible for the recruitment and development of team members, including training, setting of key objective and formal performance reviews.
Ensure that collectively the team has the required skills and expertise to support all business areas.
Business owner for BGI U.S. performance measurement technology applications. Manage evolution of performance measurement technology.
Participate in BGI’s global GIPS compliance framework – ensure that global solution meets the needs of the U.S. business. Implement working group proposal.
Form an integral part of the global performance team, leading collaboration and dissemination of ideas and solution implementation across BGI’s regions by participating in a global performance working group.
Actively understand, develop, and implement the strategic objectives of the firm and how they influence the direction of the performance team, taking action where appropriate.
Provide consultancy for BGI’s business areas on new products and strategies, designing performance solutions where appropriate.
Qualifications:
Seven to ten years experience in performance measurement with at least three years experience as Head of Performance Measurement at a large asset management firm, including multi-factor attribution analysis and a global GIPS framework.
Experience of attribution system selection and implementation across all asset classes.
Experience of building a performance measurement team both in terms of personnel and function.
Experience of working with quantitatively-oriented fund managers.
Experience of fixed income performance measurement.
Managed a team of 10 to 12 staff.
Performance measurement skills – highly technically proficient across all asset classes and instruments. Proven strength in fixed income and alternative fund attribution.
Program management skills – attention to details and proficiency at managing project deliverables.
Excellent verbal and written communication capabilities – ability to interact with all levels of the organization including senior management and business heads.
Strong team player with excellent interpersonal skills.
Ability to recruit, motivate and develop high caliber individuals.
