Investment Performance Analyst

6 hours ago


London, Greater London, United Kingdom Mason Blake Full time
Investment Management Role

We are seeking a talented Investment Performance Analyst to join our high-performing team on a permanent basis. Based in [location], you will play a crucial role in supporting the timely and accurate calculation of performance analysis across a range of funds.

Job Description:

  • Support the Head of Performance in carrying out performance calculation, measurement, and comprehensive assessment of investment performance across the full range of products.
  • Analyse and effectively communicate the drivers of this performance to the investment teams.
  • Assist in ongoing projects to implement new strategic performance analysis tools.
  • Collaborate with the RFP team in providing ad hoc analysis of performance and ex-post risk enquiries.
  • Contribute to the centralisation, standardisation, production, and review of performance and ex post risk reporting.

Requirements:

  • A minimum of 1 year's experience in a performance role at an investment management firm is essential.
  • Demonstrated knowledge of contribution and attribution analysis calculations.
  • Familiarity with fixed income and derivative instruments.
  • Strong Excel skills and experience using a performance system, such as SimCorp, Factset or Morningstar.
  • A high degree of numeracy.


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