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For Companies At a Glance
- Tasks: Calculate performance returns and manage projects in a dynamic investment operations team.
- Company: Join a successful boutique asset manager based in Mayfair, specialising in equity and fixed income.
- Benefits: Enjoy a hybrid work model, competitive salary, annual bonuses, pension, and healthcare perks.
- Why this job: Be part of a collaborative culture that values integrity and offers impactful work in finance.
- Qualifications: 1-3 years of performance attribution experience in asset management is required.
- Other info: Opportunity to lead projects and enhance performance calculation tools.
The predicted salary is between 60000 - 75000 £ per year.
The Role
Performance Reporting – Boutique Mayfair based global Asset Manager – Strong $ AUM
Martis Search is representing a boutique, established Equity & Fixed Income focused Institutional Asset Management company to hire a permanent “Performance Reporting/ Performance Attribution/ Performance Measurement Analyst.” The company are an established and successful global Equity & Fixed Income Asset Manager with strong a strong $ AUM and consistent YoY Funds Performance. The role reports into their Head of Operations and works in a small Investment Operations team. Our client is looking for someone with a minimum of between 1-3-years Performance Attribution experience gained from a reputable Asset Manager.
This role is crucial for calculating and reviewing performance returns for funds, client portfolios, and benchmarks. The successful candidate will also lead projects to update performance calculation tools and implement performance attribution systems.
- WFH policy: Hybrid with a preference to be in the office more than working-from-home.
- Full Spec: TBC this week but some key points are as follows:
Key Responsibilities:
- Performance Calculation: Calculate and review performance returns for funds, client portfolios, and benchmarks.
- Project Management: Own projects from a client reporting perspective, including updating performance calculation tools and implementing performance attribution systems.
- Vendor Management: Work with vendors to ensure requirements are met and support the onboarding and rollout of additional services.
- Data Analysis: Calculate stock and sector-level attribution, investigate and resolve performance and data queries, and provide peer group analysis.
- Reporting: Prepare monthly, quarterly, and annual performance reporting data and reports.
- Team Collaboration: Participate in the oversight of outsourced measurement of investment performance and contribute to maintaining performance reporting training materials and procedures.
Competencies:
- Integrity: Act with integrity and maintain strict confidentiality.
- Collaboration: Work effectively and collaboratively with colleagues, customers, and counterparties.
- Knowledge: Strong understanding of asset management, attribution calculations, and performance measurement methodologies.
- Skills: Numerate and accurate with excellent attention to detail, strong problem-solving acumen, advanced MS Excel skills, and knowledge of accounting and valuation principles.
Salary £60,000 k pa - £75,000 k pa plus (dependent upon experience) annual discretionary bonus, pension, healthcare etc.
Performance Reporting - Boutique Mayfair based global Asset Manager - Strong $ AUM employer: Martis Search
Contact Detail:
Martis Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Performance Reporting - Boutique Mayfair based global Asset Manager - Strong $ AUM
✨Tip Number 1
Familiarise yourself with the specific performance attribution methodologies used in asset management. Understanding these concepts will not only help you during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the asset management industry, particularly those who work in performance reporting. Attend relevant events or webinars to make connections and gain insights that could give you an edge in your application.
✨Tip Number 3
Brush up on your advanced Excel skills, as they are crucial for this role. Consider taking a short course or using online resources to enhance your proficiency, which will be beneficial during practical assessments.
✨Tip Number 4
Research the company’s recent performance and any projects they have undertaken. Being knowledgeable about their operations and achievements will allow you to tailor your discussions and show genuine interest during interviews.
We think you need these skills to ace Performance Reporting - Boutique Mayfair based global Asset Manager - Strong $ AUM
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in performance attribution and asset management. Use specific examples from your previous roles that demonstrate your skills in performance calculation and project management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the asset management industry and your passion for performance reporting. Mention how your skills align with the key responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, emphasise your advanced MS Excel skills and attention to detail. Provide examples of how you've successfully managed projects or resolved data queries in past roles.
Showcase Team Collaboration: Demonstrate your ability to work collaboratively by including examples of how you've contributed to team projects or supported colleagues in achieving common goals, especially in a performance reporting context.
How to prepare for a job interview at Martis Search
✨Showcase Your Performance Attribution Knowledge
Make sure to highlight your experience with performance attribution during the interview. Be prepared to discuss specific methodologies you've used and how they relate to the role, as this will demonstrate your understanding of the key responsibilities.
✨Prepare for Data Analysis Questions
Since the role involves significant data analysis, brush up on your analytical skills. Expect questions that test your ability to calculate stock and sector-level attribution, and be ready to explain your thought process in resolving performance and data queries.
✨Demonstrate Project Management Skills
The company is looking for someone who can own projects from a client reporting perspective. Prepare examples of past projects where you led initiatives, particularly those involving performance calculation tools or systems implementation.
✨Emphasise Team Collaboration
Collaboration is key in this role, so be ready to discuss how you've worked effectively with colleagues and vendors in the past. Share examples that showcase your ability to maintain strong relationships and contribute to team success.
