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- Tasks: Analyse equity portfolio performance and support investment risk management.
- Company: Join a leading British Investment Management firm known for innovative long-term growth strategies.
- Benefits: Enjoy a competitive salary, hybrid work options, and exposure to strategic projects.
- Why this job: Be part of a dynamic team, enhancing your skills in a fast-paced investment environment.
- Qualifications: Experience in Investment Risk or Performance Analysis is essential; a finance-related degree is preferred.
- Other info: Ideal for detail-oriented individuals eager to advance their careers in investment management.
The predicted salary is between 36000 - 60000 £ per year.
Location: Mayfair, London (Hybrid)
Company Overview: Founded in the late 1990s, our client is a renowned British Investment Management firm, celebrated for its expertise in equities investments. As one of the pioneering European Hedge Funds, the firm has since evolved and transitioned from hedge fund strategies to long-only equities strategies, aligning more closely with mainstream asset managers. Based in Mayfair, the firm continues to offer innovative investment solutions with a focus on long-term growth.
Role Overview: We are seeking a Performance Analyst to join the team in a hybrid role, which will be a combination of Investment Risk, Performance, and Client Reporting responsibilities. This role is primarily weighted towards Performance, but candidates will have exposure to strategic projects across the broader investment risk and client reporting functions. The ideal candidate will have experience in Investment Risk, Performance, or Client Reporting, and will be comfortable working in a dynamic, fast-paced environment.
Key Responsibilities:
- Performance Analysis: Provide detailed performance analysis for equity portfolios, assessing and reporting on returns, risk, and attribution.
- Investment Risk: Support the investment risk manager to monitor, assess, and report on risk exposures across portfolios, ensuring alignment with the firm's long-term strategy.
- Client Reporting: Assist in preparing high-quality, client-facing reports on performance, risk, and portfolio updates.
- Strategic Projects: Contribute to key firm-wide strategic initiatives, working across teams to improve investment performance analysis processes and tools.
- Data Management & Analysis: Ensure the accuracy and integrity of performance data by regularly updating systems and databases, conducting in-depth analyses and generating insights.
- Collaboration: Work closely with portfolio managers, investment risk teams, and other stakeholders to provide timely and relevant performance and risk insights.
- Continuous Improvement: Identify and implement improvements in reporting processes and analytical methodologies to enhance the efficiency and accuracy of performance reporting.
Key Skills & Qualifications:
- Proven experience in Investment Risk, Performance Analysis, or Client Reporting, preferably within an investment management or hedge fund environment.
- Strong quantitative skills with a deep understanding of performance measurement, attribution, and risk metrics.
- Experience with performance and risk tools (e.g., Bloomberg, FactSet, or similar platforms).
- Excellent analytical and problem-solving abilities, with attention to detail.
- Strong communication skills, with the ability to present complex performance data in a clear and concise manner to senior stakeholders.
- Ability to manage multiple tasks and deadlines in a fast-paced, evolving environment.
- A proactive, team-oriented approach with an ability to work independently as needed.
- A degree in Finance, Economics, Mathematics, or a related field is desirable.
What We Offer:
- Competitive salary and benefits package.
- Hybrid working arrangement.
- Opportunity to work with a highly respected and evolving investment management firm.
- Exposure to a variety of strategic projects across performance, investment risk, and client reporting.
If you are a detail-oriented individual with a background in performance analysis or investment risk and are looking to take the next step in your career with a leading investment management firm, we would love to hear from you!
To Apply: Please submit your CV and a cover letter outlining your relevant experience for consideration.
Performance Attribution Analyst employer: Barclay Simpson
Contact Detail:
Barclay Simpson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Performance Attribution Analyst
✨Tip Number 1
Familiarise yourself with the specific performance and risk tools mentioned in the job description, such as Bloomberg and FactSet. Having hands-on experience or even completing online tutorials can give you a significant edge during interviews.
✨Tip Number 2
Network with professionals in the investment management field, particularly those who work in performance analysis or investment risk. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss your analytical skills and how you've applied them in previous roles. Be ready to provide examples of how you've improved reporting processes or contributed to strategic projects, as this aligns closely with the responsibilities of the role.
✨Tip Number 4
Research the company’s recent performance and strategic initiatives. Understanding their long-term goals and how your role as a Performance Analyst fits into that vision will help you articulate your value during the interview process.
We think you need these skills to ace Performance Attribution Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Investment Risk, Performance Analysis, or Client Reporting. Use specific examples that demonstrate your quantitative skills and familiarity with performance measurement tools.
Craft a Compelling Cover Letter: In your cover letter, clearly outline your relevant experience and how it aligns with the responsibilities of the Performance Attribution Analyst role. Mention your ability to work in a fast-paced environment and your proactive approach.
Highlight Key Skills: Emphasise your strong analytical and problem-solving abilities in both your CV and cover letter. Make sure to mention your experience with performance and risk tools like Bloomberg or FactSet, as these are crucial for the role.
Showcase Communication Skills: Demonstrate your strong communication skills by providing examples of how you've presented complex data to stakeholders. This is important for client reporting and collaboration within teams.
How to prepare for a job interview at Barclay Simpson
✨Know Your Numbers
As a Performance Attribution Analyst, you'll need to demonstrate a strong grasp of performance metrics and risk analysis. Brush up on key performance indicators and be ready to discuss how you've used them in previous roles.
✨Showcase Your Analytical Skills
Prepare to present examples of your analytical work, especially related to performance analysis and investment risk. Be specific about the tools you've used, such as Bloomberg or FactSet, and how they contributed to your insights.
✨Communicate Clearly
Strong communication skills are essential for this role. Practice explaining complex data in simple terms, as you may need to present findings to senior stakeholders who may not have a technical background.
✨Demonstrate Team Collaboration
Highlight your experience working in teams, especially in fast-paced environments. Be prepared to discuss how you've collaborated with portfolio managers and other stakeholders to achieve common goals.
