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The company has investment expertise across all major asset classes, this position is within the performance measurement team where your prior specialist knowledge in performance attribution will be key. This firm has a forward thinking and innovative culture, your decisions and outputs will be relied upon by both senior business and the front office. Your analysis will be utilised to communicate key message to market on the company's expanding product range. You will be directly involved in a number of different, interesting and cutting edge projects.
You will be expected to be the subject matter expert fund performance. You will be responsible for producing accurate and timely in-house fund and benchmark performance alongside ad-hoc reporting for new and existing clients. You core duties will include:
Responsibility for performance measurement across all products including Equity, Fixed Income, Equity, LDI, multi-manager strategies and OEICs
Be a creator of ideas and lead by example on forthcoming projects
Responsibility for updating and monitoring accuracy of client portfolio information for fund managers and for risk measurement and monitoring initially
Experience of composite fund and benchmark calculations
Provision of regular performance data and analytics to support management of client portfolios
Coordinating development and provision of performance reports to internal and external clients and provision of ad hoc data and performance information to support clients and fund managers
Maintaining, enhancing and designing tactical solutions to support fund management team and assist in analysis of client portfolios
Working to improve efficiency and automation of fund management data
Working within investment team to support portfolio construction and development
Please note, SQL, Advanced Excel and VBA are mandatory for this position
You will be the key performance team member so the position offers a high level of visibility within the company; you will be seen at the 'go to' person on performance analysis with the CIO office and the investment teams. You must be an effective communicator and have an intuitive understanding of team dynamics and relationship building both within the company and with third parties outside the company.
Exposure across a range of asset classes is crucial. System experience with recognized performance software is also necessary as you will be utilizing the best tools on the market to calculate your analysis.
This position will suit someone able to self-create, with a lateral thought process. You must be highly risk aware and possess the ability to create manual analysis if required. It is important that you understand the value of good data controls and that you are naturally able with both technology and projects.
You will be working directly alongside a fantastic peer group in a culture where achievement is recognized and rewarded. You will possess a passion for the investment industry and you will thrive off challenges and delivery. You must be reliable and trustworthy with a keen drive to deliver a robust service.
If you have (or are studying towards) IMC, CFA, CIPM or FRM this would be advantageous.
This is a London, UK based role. Please be aware that all candidates must have permission to work and live in the UK, no relocation costs are offered.