- Contract
- London
- £70000 - £80000 per annum + Bonus, pension, employee benefits GBP / Year
Senior Performance Analyst
£70,000 – £80,000 basic salary plus discretionary bonus and generous employee benefits (ideally contract to permanent). May consider permanent straight away
My Client:
- An independent US headquartered investment management firm with offices across US, as well as key financial centres in the Middle East and Europe
- Their client base is a mix of highly innovative institutional and private clients
- Promotes a culture that strives to inspire – not only in terms of seeking to be an industry disrupter and game changer, but also to nurture exceptional talent and deliver a client-first
The Opportunity:
- This role plays a key part in delivering the client-first experience, ensuring that the needs of clients are met and their expectations are exceeded
- Working with a small team of dedicated teammates in London and in the US, this role is broad in nature and will suit a candidate who is happy to go the extra mile and provide ad-hoc analysis outside of the regular reporting cycle
- Generate monthly, quarterly, and ad-hoc reports for our private client and institutional relationships
- Produce custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis
- Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance attribution for equity, fixed income, and some derivatives
- Develop, communicate, and/or expound reports and analysis for internal and external stakeholders
- Troubleshoot any reporting or operational process errors, propose and implement solutions
- Manage projects to create or improve reporting content and/or advance strategic business goals
- Provide support, innovation, and project consultation for multiple business segments
Your Experience:
- You will have a strong record of academic achievement, ideally within a Finance, Economics or related field
- Relevant industry qualifications would be beneficial e.g. IMC, CISI, CAIA
- What is key is previous Performance Attribution and Risk Reporting experience – minimum of 3 years, with 2+ years direct experience of FactSet (Bloomberg PORT for Fixed Income would be desirable but not essential)
- Ability to draw own conclusions, articulate positions, communicate key messages, make recommendations, and influence in a team
- Strong Excel knowledge and experience of working with large data sets
- Experience of SQL / Tableau would be helpful, as would knowledge of Advent Software or other portfolio management systems
- Detail-oriented; strong communication skill, both verbal and written
- Team orientated; ability to multi-task and work in a deadline driven and fast paced environment