Retail Performance Expert
3 days ago
eFinancialCareers is seeking a highly skilled Retail Performance Expert to join their team. As a Retail Performance Expert, you will be responsible for engaging with senior leaders to understand business needs and develop reports as necessary.
Key Responsibilities:
- Being a subject matter expert in dealing with retail performance queries by acting as an escalation point for complex queries and ABOR/IBOR reconciliation issues.
- Supporting performance analysts in calculating performance, attribution, and ex-post risk across retail funds.
- Ensuring data relevant to the firm's funds is regularly attested to on platforms like Lipper and Morningstar.
- Maintaining and demonstrating a comprehensive knowledge of retail performance, including a clear understanding of the firm's product ranges / fund types.
Requirements:
- Prior experience in a performance role.
- Experience of Lipper and Morningstar performance systems.
- Experience of leading performance projects and improving processes.
- Experience in programming and visualisation tools (Python, SQL, VBA, Power BI).
Benefits:
- A competitive salary of £65,000 - £85,000 per annum.
- Ongoing training and development opportunities.
- The opportunity to work with a talented team of professionals.
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