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- Tasks: Support investment operations and analyse fund performance in a dynamic financial environment.
- Company: Join a not-for-profit organisation dedicated to fairness and simplicity in financial services.
- Benefits: Enjoy flexible hybrid working, generous pension contributions, and a range of employee perks.
- Why this job: Be part of a diverse team making a positive impact while developing your financial expertise.
- Qualifications: 5+ years in finance, pursuing CFA or equivalent, with strong analytical skills.
- Other info: We promote equality and welcome applicants needing adjustments during the recruitment process.
The predicted salary is between 36000 - 60000 ÂŁ per year.
About People’s Partnership: At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financial adventure where everyone's a winner, fuelled by our exceptional service and brought to life by the fantastic individuals who work for us. We’re a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves.
What you’ll be doing: This role will be to provide specialist technical support to Investment Operations and the Asset Allocation teams within the Investment Business Unit. The role will include a range of activities covering all portfolios. These tasks will typically cover one of two areas: 1) day to day fund monitoring and 2) fund performance collation and analysis.
- Provide support to the Head of Investment Operations / Investment Operations Manager with the technical analysis for all critical Investment Team and business-related projects, i.e., segregated accounts, creating VBA and macro excel spreadsheets to support the same, whilst incorporating proprietary systems as and when required.
- Manage and coordinate deep dive analysis of trading positions, cash flows, performance attribution, & price comparisons in relation to Index movements, benchmark divergence etc., ensuring external parties have conducted their pricing functions correctly to reflect the true market movements over set periods to agreed SLA and IMA.
- Assist the Head of Investment Operations / Investment Operations Manager in defining the reporting requirements for each business area. Work collaboratively with departments to ensure ongoing reporting continues to meet business needs. Ensure oversight of timely delivery of this reporting to internal and external parties.
- Provide support to the Head of Asset Allocation, typically in relation to performance aggregation, breakdowns and analysis (including areas like FX).
- Generate and collate datasets to produce materials used in different investment committees.
- Provide input to and sense check board papers specifically relating to performance.
What we’re looking for: At least 5 years’ experience working within the financial industry. Working towards CFA, IMC or equivalent qualification. Experience of working in an investment or pension environment and being able to demonstrable understanding of financial markets. Experience in oversight, monitoring and measurement of fund performance. Quantitative competencies and familiarity with programming.
What you can expect from us: Generous pension contributions with an employer contribution of up to 14%. Real living wage. Income protection, critical illness cover & death in service insurance. Employee healthcare. Parental and adoption leave. Learning & development opportunities and study support. Travel season ticket loans. Subsidised restaurant in our Crawley office. Volunteering days and charity payroll giving. Onsite gym. Ride-to-Work scheme. Social clubs and events.
Disability Statement: People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People's Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.
Investment Operations and Performance Analyst employer: People's Partnership
Contact Detail:
People's Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations and Performance Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in investment operations and performance analysis. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews, showcasing your knowledge and enthusiasm for the field.
✨Tip Number 2
Network with professionals in the financial industry, especially those who work in investment operations. Attend relevant events or join online forums to connect with others in the field. This can lead to valuable insights and potentially even referrals for the position.
✨Tip Number 3
Brush up on your quantitative skills and programming knowledge, particularly in VBA and Excel macros. Being able to demonstrate your technical abilities during the interview process will set you apart from other candidates and show that you're ready to tackle the challenges of the role.
✨Tip Number 4
Prepare specific examples from your past experience that highlight your ability to monitor and measure fund performance. Be ready to discuss how you've contributed to similar projects in the past, as this will illustrate your capability and fit for the role at People’s Partnership.
We think you need these skills to ace Investment Operations and Performance Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial industry, particularly in investment or pension environments. Emphasise your quantitative skills and any programming knowledge, as these are crucial for the role.
Craft a Strong Cover Letter: In your cover letter, express your passion for the not-for-profit sector and how your values align with those of People’s Partnership. Mention specific experiences that demonstrate your ability to provide technical support and analysis in investment operations.
Highlight Relevant Qualifications: Clearly state your progress towards CFA, IMC, or equivalent qualifications. This shows your commitment to professional development and understanding of financial markets, which is essential for the role.
Showcase Collaborative Skills: Since the role involves working collaboratively with various departments, include examples in your application that demonstrate your ability to work effectively in teams and manage reporting requirements.
How to prepare for a job interview at People's Partnership
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial markets and investment operations. Be prepared to discuss your experience in fund performance oversight and how it relates to the role.
✨Demonstrate Technical Skills
Since the role involves creating VBA and macro Excel spreadsheets, be ready to showcase your technical skills. You might even want to prepare a small example or two to demonstrate your proficiency.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-world scenarios. Think about past experiences where you had to analyse trading positions or manage cash flows, and be ready to discuss them.
✨Emphasise Collaboration
This role requires working closely with various departments. Highlight your teamwork skills and provide examples of how you've successfully collaborated with others to achieve common goals.
