Fund Performance Analyst

Fund Performance Analyst

Full-Time 40000 - 50000 Β£ / year (est.) No working from home possible
B

At a Glance

  • Tasks: Analyse and deliver investment performance reporting for various funds and mandates.
  • Company: Reputable firm with a strong culture focused on quality and collaboration.
  • Benefits: Competitive salary, professional development, and a supportive work environment.
  • Other info: Build relationships across teams and enhance your career in a collaborative setting.
  • Why this job: Join a dynamic team and make a real impact in asset management.
  • Qualifications: Experience in performance measurement and strong analytical skills required.

The predicted salary is between 40000 - 50000 Β£ per year.

The role involves playing a key role in the production, analysis and delivery of investment performance reporting across a range of funds and mandates. This will include both regular and ad hoc reporting, supporting internal stakeholders, clients and consultants.

Key responsibilities include:

  • Production of performance attribution and risk reporting
  • Analysis and validation of performance data across multiple products
  • Supporting fund managers and sales teams with detailed performance insight
  • Delivery of management information and risk reporting
  • Oversight of performance outputs including external vendor data
  • Supporting GIPS compliance and related processes
  • Building relationships across investment, technology and distribution teams

What we are looking for:

  • Strong experience within performance measurement in asset management
  • Solid understanding of investment products and performance methodologies
  • Experience with tools such as FactSet, Lipper or Style Analytics
  • Strong analytical mindset with high attention to detail
  • Ability to engage confidently with a range of stakeholders

This is an excellent opportunity to join a firm with an outstanding reputation, strong culture and a genuine focus on quality and collaboration.

Fund Performance Analyst employer: Be-Resourcing

Join a prestigious firm renowned for its commitment to quality and collaboration, where as a Fund Performance Analyst, you will thrive in a supportive environment that values your analytical skills and attention to detail. With a strong focus on employee growth, we offer opportunities for professional development and the chance to build meaningful relationships across various teams, all while working in a dynamic location that fosters innovation and excellence.

B

Contact Details:

Be-Resourcing Recruitment Team

We think you need these skills to ace Fund Performance Analyst

Performance Measurement
Investment Products Knowledge
Performance Methodologies
FactSet
Lipper
Style Analytics
Analytical Mindset