Performance Oversight Analyst
Performance Oversight Analyst

Performance Oversight Analyst

Temporary 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Oversee performance services and manage GIPS compliance for investment portfolios.
  • Company: Join Aviva, a leading investment management firm committed to inclusivity and innovation.
  • Benefits: Enjoy flexible working, generous pension contributions, and up to 40% discounts on Aviva products.
  • Why this job: Be part of a dynamic team, enhancing your skills in investment performance while making a real impact.
  • Qualifications: A levels or professional qualifications preferred; experience in performance measurement is a plus.
  • Other info: We welcome diverse applicants and offer flexible working arrangements to suit your lifestyle.

The predicted salary is between 36000 - 60000 £ per year.

Please note this position is based in London and this will be the contractual location of the successful candidate; other locations cannot be considered.

This is a great job for someone who has a good understanding of the investment management business, fund structures and processes, and a working knowledge of Investment Performance calculations and techniques.

A bit about the job:

We are seeking a Performance Oversight Analyst to serve as a key point of contact during escalations between our outsourced performance services team at BNY and internal stakeholders at AI, including Portfolio Managers and Investment Specialists. This role encompasses oversight of performance services across multi-asset, equity, fixed income, and illiquid portfolios, as well as the maintenance and reporting of GIPS composites. The analyst will also play a central role in supporting AI's claim of compliance with GIPS standards.

Responsibilities include:

  • Tracking new and closed portfolios with BNY and aligning them with appropriate strategies and composites.
  • Leading the semi-annual or ad hoc GIPS forum.
  • Initiating and managing the annual GIPS verification process.
  • Maintaining AI's GIPS policy documentation.

Skills and experience we're looking for:

  • Ideally educated to A level and/or professional qualification. IAQ and/or IMC would be advantageous.
  • Aladdin experience.
  • Performance Measurement experience related to Asset Management across both Public and Private asset classes.
  • Enthusiasm for, and comfort with, working in a dynamic environment whilst maintaining the quality and integrity of the investment data and working to tight deadlines.

What you'll get for this role:

  • Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in.
  • Eligibility for annual performance bonus.
  • Family friendly parental and carer's leave.
  • Generous holiday entitlement plus bank holidays with the option to buy/sell up to 5 additional days.
  • Up to 40% discount for Aviva products.
  • Brilliant flexible benefits including electric cars.
  • Aviva Matching Share Plan and Save As You Earn scheme.
  • 21 volunteering hours per year.

Aviva is for everyone: We're inclusive and welcome everyone - we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don't, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares. We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working - spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.

To find out more about working at Aviva take a look here. We interview every disabled applicant who meets the minimum criteria for the job. Once you've applied, please send us an email stating that you have a disclosed disability, and we'll interview you.

We'd love it if you could submit your application online. If you require an alternative method of applying, send an email to GlobalRecruitment@avivainvestors.com.

Performance Oversight Analyst employer: VERCIDA

Aviva is an exceptional employer, offering a dynamic work environment in London where employees can thrive in their roles as Performance Oversight Analysts. With a strong focus on employee growth, generous benefits including a robust pension scheme and flexible working options, Aviva fosters a culture of inclusivity and support, ensuring that every team member feels valued and empowered to contribute meaningfully to the investment management business.
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Contact Detail:

VERCIDA Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Performance Oversight Analyst

✨Tip Number 1

Familiarise yourself with GIPS standards and performance measurement techniques. Understanding these concepts will not only help you in the interview but also demonstrate your commitment to the role.

✨Tip Number 2

Network with professionals in the investment management field, especially those who work with performance oversight. Engaging with industry experts can provide valuable insights and potentially lead to referrals.

✨Tip Number 3

Prepare to discuss your experience with Aladdin and how it relates to performance oversight. Be ready to share specific examples of how you've used this tool in previous roles.

✨Tip Number 4

Show enthusiasm for working in a dynamic environment by sharing examples of how you've successfully managed tight deadlines and maintained data integrity in past positions.

We think you need these skills to ace Performance Oversight Analyst

Understanding of Investment Management Business
Knowledge of Fund Structures and Processes
Investment Performance Calculations
Performance Measurement Experience
Experience with Multi-Asset, Equity, Fixed Income, and Illiquid Portfolios
GIPS Compliance Knowledge
Strong Analytical Skills
Attention to Detail
Effective Communication Skills
Project Management Skills
Ability to Work Under Tight Deadlines
Proficiency in Aladdin
Adaptability in Dynamic Environments
Team Collaboration Skills

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Performance Oversight Analyst position. Familiarise yourself with investment management concepts, fund structures, and GIPS standards to tailor your application effectively.

Tailor Your CV: Customise your CV to highlight relevant experience in performance measurement and asset management. Emphasise any qualifications like IAQ or IMC, and mention your familiarity with Aladdin and other performance calculation techniques.

Craft a Strong Cover Letter: Write a compelling cover letter that showcases your enthusiasm for the role and your understanding of the investment management business. Use specific examples from your past experiences to demonstrate how you meet the job requirements.

Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Performance Oversight Analyst role.

How to prepare for a job interview at VERCIDA

✨Understand the Investment Management Landscape

Make sure you have a solid grasp of the investment management business, including fund structures and performance calculations. Brush up on key concepts and be ready to discuss how they apply to the role.

✨Familiarise Yourself with GIPS Standards

Since the role involves compliance with GIPS standards, it’s crucial to understand these guidelines thoroughly. Be prepared to explain how you would ensure adherence to these standards in your work.

✨Showcase Your Analytical Skills

As a Performance Oversight Analyst, analytical skills are vital. Prepare examples from your past experiences where you successfully analysed data or resolved issues, particularly in performance measurement.

✨Demonstrate Your Communication Skills

This role requires liaising between various stakeholders. Practice articulating your thoughts clearly and concisely, and think of examples where you effectively communicated complex information to different audiences.

Performance Oversight Analyst
VERCIDA
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  • Performance Oversight Analyst

    Temporary
    36000 - 60000 £ / year (est.)
  • V

    VERCIDA

    50-100
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