Associate, Performance & Risk Analytics

Description

Associate Performance & Risk Analytics - Operations Data & Technology

About Us

IFM Investors is a global asset manager founded and owned by pension funds with capabilities in infrastructure equity and debt private equity private credit real estate and listed equities.

Our purpose is to invest protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity build value and meet the needs of future generations you need scale skill and expertise. Thats what IFM Investors has built up over 30 years.

With assets under management of approximately $267.6 AUD billion (at 31 March 2026) we prioritise the interests of over 849 institutional investors worldwide. IFM operates from 17 offices across Australia Europe North America and Asia.

The Opportunity

At IFM youre not just part of an investment company but an invested one. We see the work we do as the chance to take sustainable responsible steps forward for millions of people around the world.

So we have made sure to create a workplace thats inclusive accountable and collaborative. Where youre given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team.

Along with the chance to make a meaningful positive difference from day one we offer a competitive salary and generous leave entitlements. Our hybrid and flexible approach can vary by team and role it is built around trust. We encourage our people to manage their work life rhythm in a way that works best for them and their teams.

Business Overview

Our Operations Data & Technology team collaborates across the business with a strong emphasis on designing solutions increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including:

• Transaction Management & Support
• Investment Operations & Client Service
• Investment Risk & Execution Oversight
• Business Transformation
• Investment Accounting & Tax Services
• Implementation
• Information Technology

The Role

• Carry out as directed by the Manager & Associate Director Head of Performance and Risk Analytics the performance analytics performance reporting and investment reporting requirements for all IFM Investors products.

• Conducting in-depth performance analysis for a broad range of products and asset classes including modelling complex attribution analysis and risk-return analysis on Fund performance across various mandates and funds.

• Assist in the checking and oversee the Analysts work and ensure accuracy and timeliness of deliverables. Support and provide guidance to Analysts for Performance and Risk Analytics related issues.

• Support the team in providing quality reporting and ensuring that the required standards for technical competence and professionalism are being met.

• Organise manage and monitor the teams schedule and inbox to ensure the quality and timely service delivery of requests and query responses.

• Provide coverage in compiling analysing and producing performance and analytical reporting via B-One FactSet Bloomberg and in-house systems.

• Project work as required to improve processes/procedures and improve departmental use of systems.

• Monitor the quality of outgoing communications by the team to both IFM internal and external stakeholders to ensure alignment to our values and client standards.

• Lead technical discussions with Clients Investment teams and IFM internal stakeholders.

• Ensuring all personal training records are maintained and kept up to date.

• Contribute to the identification of emerging risks trends and developments in the support environment and participate in the implementation of solutions.

• Apply and encourage a culture of continuous improvement to change and/or develop new practices and procedures.

The role will provide support to the wider Investment Operations and Client Services department as directed by the Associate Director or Head of Performance and Risk Analytics.

Strategic Planning

• Apply and encourage a culture of continuous improvement innovative practice and new procedures to achieve IFMs strategic business objectives.

Business Performance

• Provide data and reports for internal IFM teams (ie GIR Marketing Corporate etc.) as and when needed
• Assist in new product development as directed.

Assist in the provision of feedback on the operations and resources for IFM Investors product performance and reporting requirements including systems in support of processes.

Policy and Process Management

Provide accurately and on time all performance and reporting requirements including:

• Product performance calculations
• Performance contribution and attribution versus benchmark calculations
• Population of periodic performance reports
• Population of key IFM performance and asset based reporting (for internal use).
• FUM and commitment reporting
• Fund performance fee calculations
  

Your Background and Experience

• 3-5 years of relevant experience in performance analytics/performance reporting roles at Asset Owners Funds Management Funds administration or Custody firms within the financial services industry servicing institutional investors.

• Experience with Private Markets Fixed Income and/or Infrastructure asset classes is highly desirable.

• Must be a team player with effective time management skills and the ability to multi-task.

• Ability to work independently with minimal guidance as well as work effectively with other departments within the firm.

• Dealing with large amounts of data with strong attention to detail required.

• Being able to identify and undertake investigation of data inconsistencies.
• Working within tight deadlines to provide consistently accurate reporting.
• Fostering good relationships with various areas of the business clients and consultants.
• Possess strong communication skills.

• Knowledge of IFM Investors products and services

• Good understanding of all IFM asset classes.

• Excellent performance analytics and attribution knowledge

• Very good investment market knowledge (including unlisted assets)

• Highly developed and demonstrated problem solving analytical & numeric and verbal/written communications skills are essential.

• Experience with Bloomberg FactSet Aladdin - strong knowledge of MS Excel with some VBA knowledge

• Very good knowledge of FactSet (B-One PA3 & SPAR)

Qualifications

• Tertiary qualification in commerce economics finance or related field

• May have post-graduate qualifications.

Ready to invest in what matters

With IFM that includes your own career. Visit to find out more.

IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities backgrounds and perspectives. We champion all groups regardless of race gender religion sexual orientation age disability or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at

Required Experience:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1