Performance Reporting Specialist

3 weeks ago


London, Greater London, United Kingdom Jupiter Asset Management Ltd Full time
Company Overview

Jupiter Asset Management Ltd is a prominent investment management firm in the UK, managing over £51.3 billion in assets. With a workforce exceeding 500 employees, Jupiter is committed to delivering exceptional investment services to both individual and institutional clients through a variety of financial products, including mutual funds and separately managed accounts.

Role Overview

The Performance Reporting Analyst position is integral to the Performance Reporting Team, directly reporting to the Performance Reporting Manager. This role is crucial for the generation of performance reports, data cleansing, and enhancement, as well as the analysis of existing workflows and the evaluation of new automation opportunities. The responsibilities undertaken in this role will significantly contribute to ongoing process improvement initiatives overseen by the Head of Performance & Client Reporting.

Key Responsibilities
  • Develop a comprehensive understanding of the Jupiter Fund range and associated investment methodologies.
  • Foster strong collaborative relationships across various departments, including Investment Management, Client Group, and Risk.
  • Oversee performance process mapping within the team.
  • Evaluate current team offerings and explore efficiencies, prioritizing automated solutions where feasible.
  • Actively engage in firm-wide and team projects aimed at enhancing efficiencies and automation.
  • Clearly communicate complex issues to appropriate forums and senior management.
  • Assist in the production and delivery of ad hoc performance-related reports and analyses across all asset classes and fund types.
  • Contribute to the team's business-as-usual deliverables while identifying opportunities for automation.
  • Collaborate with colleagues to optimize the utilization and presentation of performance data.
  • Maximize the output capabilities of all systems utilized, including Aladdin, FactSet, Morningstar, Bloomberg, and Statpro.
  • Maintain current knowledge of relevant regulatory directives and industry best practices affecting Performance Reporting and analysis.
  • Support the management of relationships with independent third-party data analytics providers.
  • Participate in the development and implementation of performance reports and analyses to support new products and requirements.
Desired Skills and Experience
  • 2-5 years of relevant experience in asset management.
  • Strong understanding of various asset types.
  • Proficient in analyzing and testing large datasets.
  • Familiarity with performance attribution models.
  • Knowledge of relevant quantitative systems, including Aladdin, FactSet, and Bloomberg.
  • A genuine interest in investments and market dynamics.
  • Self-motivated with excellent communication and influencing abilities.
  • Proficient in IT skills, including Excel and PowerPoint, with a strong grasp of technology.
  • Ideally, candidates should have experience with programming languages such as SQL and/or Python.
Additional Information
  • This role is subject to the Conduct Rules set by the FCA.

At Jupiter, we are dedicated to fostering a diverse and inclusive workplace. We encourage all interested candidates to apply, even if their experience does not align perfectly with every requirement listed.

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