Investment Performance Analyst

4 weeks ago


London, Greater London, United Kingdom Nelson Scott Full time
Purpose of the function To be responsible for the production and validation of portfolio performance & risk measurementKey accountabilities

  • Have a good understanding of performance methodologies including the construction of composite performance across multiple portfolios
  • Work with asset management teams to produce and publish composite performance and risk reports
  • Build processes to improve data integrity for performance and risk reporting
  • Work with Development team to enhance performance and risk reporting tools
  • Assist with the production of performance fees and build a process around it
  • Assist Investment Managers with performance and risk measurement queries
  • Assist Middle Office with performance and risk measurement queries and processes.
Competencies/skills set

  • Getting Things Done
  • Communication and Sharing Knowledge
  • Customer Service
  • Effectiveness and Adaptability
  • Team Working
  • LeadershipQualifications/experience required
  • Experience of working in asset management / private wealth management middle or front office
  • Minimum two years of experience in performance analysis
  • Able to digest large data sets and spot patterns/trends, analytical
Good Excel skills; VBA coding skills

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