Performance Analyst – Middle Office Client Support Full Time

4 weeks ago


London, United Kingdom Peritus Investment Consultancy Full time

Principal Functions

Performance

  • Obtaining client related data from investment institutions
  • Creating and reviewing performance reports on a quarterly and ad hoc basis
  • Maintaining and updating CRM and performance database

Investment Consultancy

  • Reconcile administration, dealing and valuations
  • Reconcile quarterly client reports
  • Review and refine client presentations
  • Collate valuation / client data
  • Maintain high level KYC/ Client database
  • Database management – factsheets, presentations, reports

Minimum Requirements 

  • Education in business, finance, or related areas
  • 1-2 years’ experience in an performance/ investment administration role
  • Excellent command of written and spoken English
  • Strong computer skills in Microsoft Office Suite with advanced Excel
  • Experience of Morningstar is an advantage
  • Knowledge of the investment industry an advantage

Personal Qualities 

  • Highly motivated
  • Strong ethics and integrity
  • Able to work to strict deadlines and under pressure
  • Have an analytical mind
  • Excellent administration, communication, and organisation skills
  • Strong attention to detail
  • Must be self-motivated and able to manage your own deadlines.


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