Senior Fixed Income Performance and Change Analyst (part time 18 hours):0000F3EG
Role Title: Senior Fixed Income Performance and Change Analyst (part time 18 hours)
Business: Retail Banking and Wealth Management
New or Existing Role-Replacement
Role Purpose The Senior Fixed Income Performance and Change Analyst (SFIPCA) is responsible for contributing to the fixed income performance analytics and attribution service for AMG. Key responsibilities include: Delivering high quality Fixed Income attribution, analytics and exposures that represent the investment process and meet the reporting requirements of key stakeholders including product specialists, front office, reporting, RFP teams, and sales and marketing. Be a technical expert for all fixed income performance and attribution issues and requirements. Build and maintain strong relationships with key stakeholders. Work closely with Head of Fixed Income Performance Analytics and Attribution (HFIPAA) to ensure delivery of Fixed Income Attribution and reporting, related IT and infrastructure projects. Ensure a high quality client service in a risk controlled environment. Helps to maintain a robust platform independent of front office, sales and client service The SFIPCA assists the HFIPAA in the development of the global operating model, policy and standards for performance measurement, and analytics and attribution provision. Act as lead for small change projects and also act as lead analyst for Bloomberg PORT implementation project. Act as Senior team member, training new/junior members of staff on the FIA process and maintain a high level of quality and output.
Key Accountabilities Responsible to fulfil assigned tasks on a universe of funds and ensure accuracy, providing regular ad-hoc reporting and solving complex issues where necessary. Responsible for managing small change projects, identifying any issues and suggesting solutions. Assisting the HFIPAA with their key responsibilities to ensure a high level service, which is accurate and of a high quality.
Customers / Stakeholders Ability to co-ordinate and communicate with senior investment professionals on all aspects of the FIA process to ensure the service is fully supported. Ability to respond to RFP/ad-hoc requests in a timely and efficient manner, to ensure business and client needs are met to the highest of standards. Ability to liaise with stakeholders on small change projects to ensure they are run smoothly and effectively.
Leadership & Teamwork The role holder will be expected to liaise and assist with all FIA process and issues and support the following: Regional and local sales and client services team Global operations/reporting teams Fixed Income produce specialist teams Fixed Income investment management teams Provide high quality leadership in the role of a Senior team member, to direct and indirect team members Assist HFIPAA in promoting a culture where teamwork thrives.
Operational Effectiveness & Control Assist HFIPAA in accountability for the operational efficiency and effectiveness of the Fixed Income analytics and attribution team that is part of the Performance function within AMG Assist HFIPAA to ensure existing system integrity is maintained Assist HFIPAA to ensure the quality of new systems/processes meet the quality expectations defined.
Major Challenges Manage any small change projects relating to the global offering of Fixed Income Performance and Attribution. Assist HFIPAA to ensure Bloomberg PORT project is delivered on time and on budget. If this doesn’t occur, ensure adequate alternatives are in place. Assist HFIPAA in managing and prioritising competing business priorities across multiple stakeholders – to ensure the best outcomes are achieved from an AMG and client perspective.
Role Context The role operates in a very dynamic and challenging business, economic and regulatory environment. Close working relationship with the HFIPAA, local performance team and RFP teams. Senior mentor to peers within the Global Fixed Income Performance team.
Role Dimensions Incumbent is responsible for supporting HFIPAA with functional oversight of all Global Asset Management activities in respect of Fixed Income performance analytics and attribution. As such acts as a sponsor and provides governance for all relevant processes supporting the entire global Firm AUM, covering 16 countries of manufacture.
Management Risk Working with the HFIPAA to ensure that business risks in respect of Fixed Income analytics and attribution services and systems are appropriately and pro-actively managed, evaluated, recorded and monitored, with appropriate actions taken when warranted. Ensure awareness of up to date Business Continuity plans Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the job holder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy.
Observation of Internal Controls Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the job holder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy. Understand the Treating Customers Fairly (TCF) principles, HSBC Global Asset Management’s TCF philosophy and how this affects the HFIPAA role. Act in a manner that takes account of these principles to ensure fair outcomes for customers Ensures the provision of accurate fund returns for external publication
Knowledge & Experience / Qualifications Strong industry knowledge - several years of experience in the asset management industry in a senior Performance role within a global business Experience of working on Performance projects, in particular Fixed Income Attribution projects. Detailed knowledge of Fixed Income attribution methodologies. Excellent knowledge of all investment assets classes (particularly Fixed Income), and index vendor methodology Excellent written and verbal communication skills Good business experience covering Asset Management Front, Middle and Back office Bi-Sam and Barclays Point/ Bloomberg Port experience/knowledge preferred Strong interpersonal and communication skills, coupled with proven experience working in a matrixed management structure, building and maintaining global team relationships Strong organisational and planning skills. Experience of working in a high performing team. Excellent proven attention to detail and analytical skills Adaptability with a flexible attitude Proven ability to work accurately within tight timescales, and ability to collaborate with colleagues Degree level or equivalent calibre Strong track record of successfully delivering major infrastructural change across a complex global business Experience of working with performance and attribution systems. Project management qualified, Prince2 Practitioner or equivalent. Performance and/or project management experience
We are a diverse workforce and it is part of our organizational culture, it reflects our belief that diversity of thought, background and perspective make HSBC a stronger organization. We strive to implement a culture that is inclusive, diverse, positive and performance-oriented. Having a diverse workforce allows us to benefit from a variety of perspectives and strengthens our local and global competitiveness. We value diversity in our workforce and encourage all qualified candidates to apply from a variety of perspectives and strengthens our local and global competitiveness. We value diversity in our workforce and encourage all qualified candidates to apply.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.
We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.
- Education Level
- Working hours per week
- 4 - 40
- Type of Contract
- Casual / Part Time Jobs
- Published at
- Profession Sub-category
- Customer Service
- Full UK/EU driving license preferred
- Car Preferred
- Must be eligible to work in the EU
- Cover Letter Required