Investment Performance Analyst

2 weeks ago


London, Greater London, United Kingdom USS Full time

About the Role:

This is an exciting opportunity to join the Finance team at USS as an Investment Performance Analyst. As a trusted member of the team, you will play a key role in assisting with the performance of investment valuations and valuation control activity for the Investment segment of USS.

Key Responsibilities:

  • Building a thorough commercial understanding of the scheme's illiquid equity and credit investments
  • Performing quarterly (and occasional ad hoc) valuations of illiquid credit and equity asset investments
  • Preliminary review and analysis of business plans and cash flow models
  • Collation of underlying financial data from investment managers, providing relevant challenge where necessary
  • Performance of monthly valuation roll-forward process between quarters
  • Working with the asset management teams (Private Markets Group) to gain an understanding of assets and key developments, and collating relevant management information
  • Assisting in the performance of valuation due diligence reviews
  • Performing administrative duties for the Investment Valuations function
  • Interacting and liaising with financial control and operations functions for certain key processes and ad hoc queries (e.g., cash flow adjustments, SPV accounting adjustments)

Requirements:

  • Prior experience of performing business, equity, and/or credit investment valuations as the primary function of a previous or existing role
  • Professionally Qualified Accountant (ACA, ACCA, CIMA or equivalent), or other relevant financial qualification with significant exposure to investment appraisal techniques (e.g. CFA)
  • Strong interpersonal and relationship building skills
  • Excellent level of Excel skills

About USS:

At USS, every individual contributes to building a secure financial future for our members and their families. We're also committed to helping you build your career by providing opportunities for development. Here at USS, we want you to thrive in and out of work with a friendly team, flexible culture and excellent range of benefits.

Benefits:

  • Generous annual leave package
  • Access to a high quality pension scheme provided through Universities Superannuation Scheme
  • Supportive people policies (including enhanced occupational sickness pay and family friendly pay)
  • Financial contributions towards your personal development to help you maintain your physical and mental wellbeing
  • Learning and development opportunities to develop your skills, knowledge and talent
  • Employee Volunteer Days to support the communities where you work and live
  • Cycle to Work Scheme

  • Investment Analyst

    3 days ago


    London, Greater London, United Kingdom GIC Investment Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Investment Analyst to join our Private Equity Department as an Analyst / Associate. This is a three-year contract as part of our Associate programme.Key ResponsibilitiesParticipate in portfolio management, including monitoring existing positions, valuing incremental debt opportunities, and...

  • Investment Analyst

    3 days ago


    London, Greater London, United Kingdom GIC Investment Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Investment Analyst to join our Private Equity Department as an Analyst / Associate. This is a three-year contract as part of our Associate programme.Key ResponsibilitiesParticipate in portfolio management, including monitoring existing positions, valuing incremental debt opportunities, and...

  • Performance Analyst

    7 hours ago


    London, Greater London, United Kingdom AXA Investment Managers Full time

    About the RoleWe are seeking a highly skilled Performance Analyst to join our team at AXA Investment Managers. As a key member of our Asset Management team, you will play a vital role in analyzing and evaluating the performance of our Fixed Income, Multi Asset, and Alternative portfolios.Key ResponsibilitiesPerformance Reporting: Prepare and distribute...

  • Performance Analyst

    4 hours ago


    London, Greater London, United Kingdom AXA Investment Managers Full time

    About the RoleWe are seeking a highly skilled Performance Analyst to join our team at AXA Investment Managers. As a key member of our Asset Management team, you will play a vital role in analyzing and evaluating the performance of our Fixed Income, Multi Asset, and Alternative portfolios.Key ResponsibilitiesPerformance Reporting: Prepare and distribute...


  • London, Greater London, United Kingdom MFS Investment Management Full time

    About the RoleMFS Investment Management is seeking a highly skilled Investment Research Analyst to join our team. As an Investment Research Analyst, you will be responsible for conducting in-depth research on various industries and global regions to develop specific company and stock recommendations for our portfolios.Key ResponsibilitiesConduct Research and...


  • London, Greater London, United Kingdom MFS Investment Management Full time

    About the RoleMFS Investment Management is seeking a highly skilled Investment Research Analyst to join our team. As an Investment Research Analyst, you will be responsible for conducting in-depth research on various industries and global regions to develop specific company and stock recommendations for our portfolios.Key ResponsibilitiesConduct Research and...


  • London, Greater London, United Kingdom MFS Investment Management Full time

    About the RoleMFS Investment Management is seeking a highly skilled Investment Research Analyst to join our team. As an Investment Research Analyst, you will be responsible for conducting in-depth research on specified industries or global regions to develop specific company and stock recommendations for the portfolios managed by MFS.Key...


  • London, Greater London, United Kingdom MFS Investment Management Full time

    About the RoleMFS Investment Management is seeking a highly skilled Investment Research Analyst to join our team. As an Investment Research Analyst, you will be responsible for conducting in-depth research on specified industries or global regions to develop specific company and stock recommendations for the portfolios managed by MFS.Key...


  • London, Greater London, United Kingdom MFS Investment Management Full time

    Investment Research AnalystMFS Investment Management, London, United KingdomJob Type: Hybrid Job, PermanentSalary: CompetitiveAt MFS Investment Management, we value our employees and strive to create a culture that supports their growth and well-being. We believe in putting people first and demonstrating care and compassion for our community and each...


  • London, Greater London, United Kingdom MFS Investment Management Full time

    Investment Research AnalystMFS Investment Management, London, United KingdomJob Type: Hybrid Job, PermanentSalary: CompetitiveAt MFS Investment Management, we value our employees and strive to create a culture that supports their growth and well-being. We believe in putting people first and demonstrating care and compassion for our community and each...


  • London, Greater London, United Kingdom AXA Investment Managers Full time

    About the RoleWe are seeking a highly skilled Performance Analyst to join our team at AXA Investment Managers. As a key member of our Performance Analysis team, you will play a vital role in analyzing and evaluating the performance of our Fixed Income, Multi Asset, and Alternative portfolios.Key ResponsibilitiesPerformance Data Analysis: Responsible for the...


  • London, Greater London, United Kingdom USS Full time

    About the Role:We are seeking a highly skilled Investment Performance Analyst to join our Finance team at USS. As a trusted member of the team, you will be responsible for assisting in the performance of investment valuations and valuation control activity for the Investment segment of USS.Key Responsibilities:Building a thorough commercial understanding of...


  • London, Greater London, United Kingdom USS Full time

    About the Role:We are seeking a highly skilled Investment Performance Analyst to join our Finance team at USS. As a trusted member of the team, you will be responsible for assisting in the performance of investment valuations and valuation control activity for the Investment segment of USS.Key Responsibilities:Building a thorough commercial understanding of...

  • Investment Analyst

    3 days ago


    London, Greater London, United Kingdom USS Investment Management Limited Full time

    About the RoleWe are seeking a highly skilled and motivated Investment Analyst to join our Private Markets Group at USS Investment Management Limited. As a trusted member of our team, you will play a key role in supporting the origination, due diligence, and transaction execution of private equity, infrastructure, and private credit investments.Key...

  • Investment Analyst

    3 days ago


    London, Greater London, United Kingdom USS Investment Management Limited Full time

    About the RoleWe are seeking a highly skilled and motivated Investment Analyst to join our Private Markets Group at USS Investment Management Limited. As a trusted member of our team, you will play a key role in supporting the origination, due diligence, and transaction execution of private equity, infrastructure, and private credit investments.Key...


  • London, Greater London, United Kingdom Skillfinder International Full time

    Job SummarySkillfinder International is seeking a highly skilled Senior Investment Performance Analyst to join our team. As a Senior Investment Performance Analyst, you will be responsible for generating attribution analysis for assigned portfolios, across multi-asset types and vehicle types.Key ResponsibilitiesDevelop and implement high-precision investment...


  • London, Greater London, United Kingdom Skillfinder International Full time

    Job SummarySkillfinder International is seeking a highly skilled Senior Investment Performance Analyst to join our team. As a Senior Investment Performance Analyst, you will be responsible for generating attribution analysis for assigned portfolios, across multi-asset types and vehicle types.Key ResponsibilitiesDevelop and implement high-precision investment...


  • London, Greater London, United Kingdom Orbis Investment Management Limited Full time

    Become a Key Player as an Equity Investment AnalystAre you ready to elevate your career? At Orbis Investment Management Limited, we are seeking talented individuals to join our ranks as Equity Investment Analysts. If you possess a strong interest in finance and a sharp ability to identify investment prospects, this could be an excellent fit for you.About...


  • London, Greater London, United Kingdom AXA Investment Managers Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Investment Fund Analyst to join our team at AXA Investment Managers. As a key member of our Investment Team, you will be responsible for providing expert analysis and recommendations on investment opportunities across various asset classes.Key ResponsibilitiesConduct in-depth research and...


  • London, Greater London, United Kingdom AXA Investment Managers Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Investment Fund Analyst to join our team at AXA Investment Managers. As a key member of our Investment Team, you will be responsible for providing expert analysis and recommendations on investment opportunities across various asset classes.Key ResponsibilitiesConduct in-depth research and...