Operation Specialist Performance Measurement
Core
Analyze operational problems related to client rate of return, specifically time weighted vs. money weighted calculations, and ensure data integrity for accurate reporting.
Role type
Operational Performance Measurement Specialist
Builds
Accurate client portfolio performance reports and attribution analysis
Domain
Wealth Management / Investment Performance
Deliverable
dashboards & analysis
Required skills
Global Investment Performance Standards (GIPS), RBC WM operational systems, Broadridge, ServiceLink, ClientSource, ClientLink, FMC, PACER, PERSYS, MS Access, MS Excel, MS PowerPoint
Preferred skills
Relationship management, analytical skills, project task management, structured data presentation
Responsibilities
Investigate and analyze account activity impacts on portfolio performance calculations; research transactions across portfolio management systems to resolve issues; provide guidance on operational policies and regulatory frameworks; monitor Service Level Agreement performance; act as a central point of contact for business partners on performance inquiries.
Seniority
Individual Contributor, mid-level specialist