
Performance Analyst Lead
3 days ago
We are working with a specialist investment manager to source an expert in investment performance and risk analysis. The successful candidate will have the opportunity to work in a dynamic environment, collaborating with various teams across the firm to drive investment performance and risk analysis.
Key Responsibilities
- Producing attribution reports for standard and bespoke portfolios
- Understanding and explaining investment performance through attribution analysis
- Conducting style and fundamentals analysis on portfolios
- Analysing portfolio performance relative to peers to support commercial analysis
Investment Analysis
- Performing ad-hoc portfolio analysis for the investment team
- Providing tailored analysis based on investment style requirements
- Reporting and presenting information including data visualisation output
- Maintaining accurate data management practices
Risk Management
- Conducting risk analysis and developing risk models (Barra, Port, FactSet)
- Supporting the Head of Investment Risk
Requirements
- Degree qualified with strong numerical skills, achieving at least a 2:1 classification
- 2-4 years experience in performance analysis and attribution in investment management
- Ability to automate processes, effective communication skills, and stakeholder engagement
- A self-motivated individual who can work independently
- A team player, engaging and keen to develop strong working relationships with local and international teams
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