Performance Analyst

3 months ago


London, UK, United Kingdom Leverton Search Full time

The role:

  • Assist in the calculation, production and reporting of fund, benchmark and peer performance & attribution over various frequencies
  • Performance and attribution reporting covered includes Equities, Fixed Income and Multi-Asset.
  • Assist with daily ad hoc requests and query investigations.
  • Engage with various stakeholders in the business including Portfolio Managers & broader Investment Teams, Client Groups, Marketing and Ops.
  • Assist in the continual development and improvement of performance & attribution reports, processes and system configuration.
  • Support the broader Performance team with BAU and other project tasks as and when required.
  • Support the client services team with portfolio, performance and risk queries

The candidate will have:

  • 2+ years of experience in Asset Management, in Performance across asset classes.
  • Strong academic background
  • Strong communication, analytical skills and confidence
  • Industry relevant qualifications, IMC or CFA (Level 1) would be preferred
  • Some knowledge of SQL, Factset and Python would be beneficial
  • Advanced MS Office abilities, particularly in VBA and Excel

Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.


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