Investment Performance Analyst

Purpose of the function To be responsible for the production and validation of portfolio performance & risk measurement

Key accountabilities
• Have a good understanding of performance methodologies including the construction of composite performance across multiple portfolios
• Work with asset management teams to produce and publish composite performance and risk reports
• Build processes to improve data integrity for performance and risk reporting
• Work with Development team to enhance performance and risk reporting tools
• Assist with the production of performance fees and build a process around it
• Assist Investment Managers with performance and risk measurement queries
• Assist Middle Office with performance and risk measurement queries and processes.

Competencies/skills set

• Getting Things Done
• Communication and Sharing Knowledge
• Customer Service
• Effectiveness and Adaptability
• Team Working
• Leadership

Qualifications/experience required

• Experience of working in asset management / private wealth management middle or front office

• Minimum two years of experience in performance analysis
• Able to digest large data sets and spot patterns/trends, analytical

Good Excel skills; VBA coding skills