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Asset Management 3rd+ Year Associate
Asset Management 3rd+ Year Associate
New mentor!
Member since 2026
  • Melbourne
About the mentor

“A multifaceted investments professional with a focus on utilizing technology to enhance investment analytics within complex organizations” Experienced and well regarded investment professional, competent in investment performance/risk analytics theory and practice. Proven expertise in adding value within sovereign wealth fund, global asset manager and investment research house environments. Able to understand, articulate and resolve complex investment issues. Core Competencies - In-depth expertise in measuring investment performance accurately. Knowledge of various methodologies and techniques for calculating returns, including time-weighted return (TWR) and money-weighted return (MWR). -Evaluation of portfolio return and risk characteristics. Able to calculate and create a complete "picture" of a portfolio utilizing metrics including Information Ratio, Sharpe Ratio, Jensen's Alpha, M2, Active Return, Active Risk, TVPI ... -Dissection of investment performance to understand the sources of return. Analyzing factors such as asset allocation, security selection, and market timing to attribute performance results. -Knowledgeable in compliance requirements related to performance reporting. Understanding of Global Investment Performance Standards (GIPS®). -Effective communication of complex performance concepts. -Understanding of methodologies and criteria for manager selection. Completed professional certificates from organizations such as FactSet, Google & Bloomberg, covering technical subjects including Excel, Tableau, Python, SQL, Visual Basic Advanced, Aladdin, Bloomberg Market Concepts/BQL.

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