Performance Analyst

  • Location

    West End, London

  • Sector:

    Operations & Middle Office

  • Job type:


  • Salary:

    £45000 - £50000 per annum

  • Contact:

    Scott Duerden

  • Contact email:


  • Job ref:


  • Published:

    over 1 year ago

Our client, a global equity investment firm based in the West End of London, are looking to recruit a Performance Analyst. The Performance Analyst reports to the Head of Performance & Risk, and is responsible for performance reporting, client records and Data administration. This is a hands-on role which will provide an excellent platform for personal development. The successful candidate will have already sufficient technical and systems knowledge but be given opportunity to grow their skills & experience in a broad range of Performance issues within institutional asset management.

Main responsibilities of the Performance Analyst will include;

  • Produce regular reports such as fund-level performance & attribution.
  • Assist team with production of monthly/quarterly reporting. This involves producing standard portfolio analysis data (Attribution/stock performance/ country & Industry bets), which feeds into fund manager commentary.
  • Assist with investigation and analysis of portfolio performance
  • Monitoring of client guidelines and restrictions.
  • Assist with external consultant data forms such as WM/CAPS/INTERSEC/AIM.
  • Liaise with back office on issues of corporate actions and other data issues.
  • Help maintain Databases and general administrative functions.
  • Undertaking other ad hoc performance tasks and projects.

To be considered for this position, ideal candidates must have the following experience/skills;

  • Graduate.
  • 2-3 years experience within performance.
  • Good interpersonal skills.
  • Willingness to take responsibility and use initiative.
  • Numerate & Strong analytical skills
  • Working knowledge of Attribution & performance calculations
  • Good working knowledge of Excel and Word.
  • Ideally experience with /Factset/BISAM/ Simpcore DImensions

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