Investment Performance Analyst

2 days ago


Greater London, United Kingdom Taylor James Resourcing Full time

Job Details Date: 26 Apr 2023Sector: FINANCIAL MARKETSType: ContractLocation: LondonSalary: £60,000 - 65,000 per annumEmail: duncan@taylorjamesresourcing.comRef: DB24862 Position Overview We are looking for a Graduate Performance and Risk Analyst with at least two years of investment experience for an initially 3‑month contract with an asset manager in the City of London. Ideal candidates have a background in investment risk, performance, asset allocation, finance, QIR or NAV at an investment bank or firm. Key Responsibilities Portfolio and asset performance reporting. Quarterly operational data update with commentaries. Prepare analysis on portfolio leverage and yield profile and other key metrics. Prepare half‑yearly deal expenses report. Maintain a database of fund managers and key performance metrics, including return benchmarking. Log quarterly performance data from each fund manager for the fund(s) and for the UP. Perform performance measurement, including attribution from first principles, creating spreadsheets as needed. Calculate basic risk measures from raw data. Handle large datasets and develop interrogation databases. Qualifications & Skills Strong IT and analytical skills, especially Excel and VBA. Experience managing databases. Exposure to futures and options. Experience with performance measurement and attribution. Exposure to a broad range of clients (charity, pension funds, retail, private clients). Aware of marketing requirements; experience with RFPs is helpful. #J-18808-Ljbffr



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