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- Tasks: Analyse performance reports and reconcile funds monthly while improving systems.
- Company: Join a dynamic asset management firm focused on innovation and excellence.
- Benefits: Enjoy study support for professional qualifications and a collaborative team environment.
- Why this job: Make an impact in finance with a small, flat hierarchy and diverse financial strategies.
- Qualifications: Strong academic background with 4+ years in financial services; CFA or similar preferred.
- Other info: Experience with SS&C Advent products is a plus but not essential.
The predicted salary is between 36000 - 60000 £ per year.
 Specific responsibilities will include but not be limited to: Monthly reconciliation of fund and accounts including: Inputting trade and position data Pricing wide variety of positions (e.g., equities, bonds, derivatives) using Bloomberg Production of weekly/monthly performance and risk reporting (e.g. contribution analysis, identification of overall risk factors). Assist with the calculation of performance of fund and accounts. Assist with project work on continual system and process improvements. Profile: Strong academic background including preferably with a professional qualification or studying for (e.g.ÂCFA, CAIA, accounting qualification). Preferred 4+ years professional experience within the financial services sector, within the asset management / fund of funds industry. Direct experience in a similar role is strongly preferred. Experience of funds, managed accounts and private equity preferable. Working knowledge of SS&C Advent products (e.g., Geneva) desirable but not essential. High level of personal and professional ethics, and integrity. Working knowledge of Microsoft Office products. Well organised and detail oriented. Excellent interpersonal and communication skills. Key Skills: Study support for professional qualification (e.g., CFA). Experience of wide variety of financial strategies, instruments and asset classes. Small team, relatively flat hierarchy. eFCSoSe #J-18808-Ljbffr
Contact Detail:
eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Performance Reporting Analyst
✨Tip Number 1
Familiarise yourself with the tools and software mentioned in the job description, especially Bloomberg and SS&C Advent products. Having a solid understanding of these platforms will not only boost your confidence but also demonstrate your readiness for the role.
✨Tip Number 2
Network within the financial services sector, particularly with professionals in asset management and fund of funds. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 3
Brush up on your knowledge of performance reporting and risk analysis. Being able to discuss recent trends or challenges in these areas during an interview will show that you are proactive and well-informed about the industry.
✨Tip Number 4
Prepare to showcase your organisational skills and attention to detail. Think of examples from your previous experience where you successfully managed complex data or projects, as this will be crucial in a role focused on reconciliation and reporting.
We think you need these skills to ace Performance Reporting Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in performance reporting and financial services. Emphasise any specific roles where you reconciled funds or worked with asset management, as this aligns closely with the job description.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your academic background and any professional qualifications like CFA or CAIA. Highlight your experience with financial instruments and your ability to produce performance reports.
Showcase Technical Skills: If you have experience with Bloomberg or SS&C Advent products, make sure to mention it. Detail your proficiency with Microsoft Office, especially Excel, as this is crucial for data analysis and reporting.
Demonstrate Soft Skills: The job requires excellent interpersonal and communication skills. Provide examples in your application of how you've successfully collaborated in teams or communicated complex information clearly in previous roles.
How to prepare for a job interview at eFinancialCareers
✨Showcase Your Technical Skills
Make sure to highlight your experience with financial reporting tools and software, especially if you have worked with Bloomberg or SS&C Advent products. Be prepared to discuss specific examples of how you've used these tools in your previous roles.
✨Demonstrate Your Analytical Abilities
As a Performance Reporting Analyst, analytical skills are crucial. Prepare to discuss how you've approached data analysis in the past, including any methodologies you've used for performance and risk reporting. Use concrete examples to illustrate your thought process.
✨Emphasise Your Attention to Detail
Given the nature of the role, attention to detail is key. Be ready to share instances where your meticulousness has led to successful outcomes, such as identifying discrepancies in reports or improving processes through careful analysis.
✨Prepare Questions About Team Dynamics
Since the company has a small team and a flat hierarchy, it's important to understand how collaboration works. Prepare thoughtful questions about team dynamics and how they approach project work, as this will show your interest in fitting into their culture.
