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- 仕事内容
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Under general supervision, the Portfolio Analyst is responsible for independently producing reporting and analysis of portfolio analytics and attribution for the broad range of our company's products and will have a thorough understanding of the results of all analysis and information provided. The Portfolio Analyst will also participate in projects intended to enhance the capabilities of the Global Performance Measurement and Risk teams. The position will play a key role in the development of both current and next generation portfolio analysis solutions throughout our company.
・Responsible for the reporting and analysis of portfolio and benchmark characteristics (including top holdings, sector/country breakdowns, growth/valuation metrics, etc.). Position is also responsible for building a comprehensive understanding of Invesco’s calculation methodologies and investment portfolios.
・Responsible for the creation, interpretation, and analysis of performance attribution results for our global products.
・Develop a comprehensive understanding of the attribution and risk models used by the Global Performance Measurement and Risk group.
・Communicating with all levels of business across Invesco to assess their analytical and attribution needs and utilize this feedback to create solutions.
・Utilize quantitative tools to support ad-hoc and portfolio managers analytics and attribution requests.
・Responsible for oversight and daily maintenance of the portfolio analytics and attribution systems.
・Assess the importance of any given request or problem, manage the flow of information surrounding the item, and ensure proper resolution
・Participate in projects designed to enhance the Analytics group’s capabilities to support portfolio analysis for the broad range of our products. Also, may be a part of projects designed to enhance the analysis of other Global Performance Measurement and Risk teams.
・Support the needs of the Performance Measurement & Risk Group as well as additional analytics and attribution stakeholders across the organization (Investments, Product Management, Marketing, etc.).
・Support the design, development, and implementation of new and existing analytical tools to help monitor and explain performance and characteristics of portfolios.
・Build an in-depth knowledge of the firm’s products and business lines.
・Communicating with internal and external clients across our business units to assess their analytical and attribution needs and utilize this feedback to create solutions. - 必要経験
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・Fluent in both Japanese and English.
・A minimum of two years of related experience in portfolio analysis, portfolio analytics, performance measurement, or equivalent is required. Preferably in the buy-side asset management industry.
・Strong technology skills including the knowledge of investment analytics/attribution applications (such as Factset, Point, Eagle, StyleAdvisor, Aladdin, Barra, Bloomberg, etc) is required.
・Prior experience working with fixed-income, equity and derivative instruments is required.
・Experience in working with Operations and/or Data Management groups within the Investments industry is preferred.
・Knowledge of risk analysis is preferred.
・Expertise in Python, R, VBA, and Microsoft applications is preferred. Advanced programming skills are a plus.
SKILLS / OTHER PERSONAL ATTRIBUTES REQUIRED: Communication, written and interpersonal
・The ability to contribute in a team environment is critical
・Project Management and leadership skills
・Ability to conduct complex analysis and present data in a meaningful way
・Strong analytical skills and detail orientation
・Interpersonal skills necessary to interact effectively with a variety of individuals, departments, and countries is required
・Open minded, flexible, and able to work in a fast-paced dynamic environment
・Must have the ability to handle multiple tasks, prioritize work, meet deadlines and concentrate on detailed information - 予定年収
- 別途ご案内致します
- 予定勤務地
- 東京
- 企業名
- 社名非公開 : 外資系大手運用会社
- 企業の特徴
- 約111兆円の運用資産を誇る外資独立系運用会社の日本法人。「投資家の皆様の経済的目標達成に貢献すること」をミッションに掲げ、資産運用ソリューションを提供している。株式、債券、不動産、PE、バンクローンなど対象となる資産は多岐にわたり、ファンダメンタル分析やクオンツ分析を用いた運用の他、タクティカルアセットアロケーション、アブソリュートリターンなど様々な手法を駆使して運用戦略を展開する。日本国内でもその存在感を強めており、更なる拡大が期待される。
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