Performance & Attributions Analyst
£ 60,000 - £75,000 + bonus + benefits
Central London
THE COMPANY
Leading Manchester Based Investment Manager whose Investment Management services in Equity, Fixed Income and Alternative strategies make them industry leaders. The company have a long history and this will be a great opportunity for the right person.
EXPERIENCE & SKILLS REQUIRED
* Performance- Essential
* Attributions- Essential
* Multi Asset experience – Essential
THE ROLE
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 be also play a lead role in further developing the Fixed Income analytics .
The main objectives of the role are:
· 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
Key Accountabilities:
* Provide timely and accurate Performance & Risk statistics on a regular basis
* To lead the development of Fixed Income analytics and be an expert on the subject matter
* Assist in risk monitoring requirements involving reporting and committee presentations
* Support any ad-hoc requests for performance and risk statistics
* To support initiatives in the ongoing development of analytics
* Support the continual improvement and automation of existing processes
Background and Experience:
* Required
* 3-4 Years in an analytical role
* Performance & Attribution
* Strong knowledge of Fixed Income with exposure to multi-asset portfolios
* Desirable
* ESG/Sustainability knowledge
* Derivatives knowledge