Purpose of the function To be responsible for the production and validation of portfolio performance & risk measurementKey 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• LeadershipQualifications/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
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