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Performance & Risk Analyst

  • Location


  • Sector:

    Operations & Middle Office

  • Job type:


  • Salary:

    £50000 - £55000 per annum

  • Contact:

    Scott Duerden

  • Job ref:


  • Published:

    6 days ago

  • Startdate:


Our client, an independent Investment management house based in the West End of London, are looking to recruit a Performance & Risk Analyst. This role provides an excellent opportunity for a Performance Analyst with intermediate experience to progress their career with a diverse role covering performance and risk analytics across Equities, Fixed Income and Alternatives. The successful candidate will also play a lead role in further developing the Fixed Income analytics at our client.

Main responsibilities will include;

  • Perform regular Performance & Risk duties to support both reporting and regulatory requirements
  • Provide portfolio analysis and be able to explain the results to Investment Managers and other internal clients
  • Build and strengthen relationships with business groups and users across the firm
  • Play a lead role in the development of Fixed Income analytics, working closely with the Fixed Income team
  • Support the analysis and reporting of ESG and sustainability related metrics across portfolios and the firm
  • Develop analytical processes and reporting using FactSet and other systems to provide useful insights
  • Analyse and monitor performance for the business groups, assets classes, funds and managers for which you have been allocated
  • Using theoretical knowledge be prepared to scrutinize system generated output
  • Support strategic projects both within the team and across the firm
  • Prepare analytical data and participate at formal monitoring committees (Performance Review, Portfolio Dispersion Review and Portfolio Risk Review Committee)
  • Interrogate large data sets to provide visualisations and business insights relating to performance and risk
  • Provide support in maintaining the analytical systems, ensuring data integrity and accuracy
  • Support ad-hoc work undertaken by the Performance & Risk function
  • To deliver automation and improve the efficiency of existing processes

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

  • 3-4 Years in an analytical role
  • Performance & Risk experience
  • Proficient in Excel
  • Advanced FactSet PA
  • Business Intelligence tools (Power BI, Tableau)
  • ESG/Sustainability knowledge
  • Strong knowledge of Fixed Income with exposure to multi-asset portfolios

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