Performance & Attributions Analyst

Performance & Attributions Analyst

£ 60,000 – £75,000 + bonus + benefits

Central London

THE COMPANY

Leading Manchester Based Investment Manager whose Investment Management services in Equity, Fixed Income and Alternative strategies make them industry leaders. The company have a long history and this will be a great opportunity for the right person.

EXPERIENCE & SKILLS REQUIRED

• Performance– Essential
• Attributions– Essential
• Multi Asset experience – Essential

THE ROLE

This role provides an excellent opportunity for a Performance Analyst with intermediate experience to progress their career with a diverse role covering performance and risk analytics across Equities, Fixed Income and Alternatives. The successful candidate will be also play a lead role in further developing the Fixed Income analytics .

The main objectives of the role are:

· Perform regular Performance & Risk duties to support both reporting and regulatory requirements

· Provide portfolio analysis and be able to explain the results to Investment Managers and other internal clients

· Build and strengthen relationships with business groups and users across the firm

· Play a lead role in the development of Fixed Income analytics, working closely with the Fixed Income team

· Support the analysis and reporting of ESG and sustainability related metrics across portfolios and the firm

· Develop analytical processes and reporting using FactSet and other systems to provide useful insights

· Analyse and monitor performance for the business groups, assets classes, funds and managers for which you have been allocated

· Using theoretical knowledge be prepared to scrutinize system generated output

· Support strategic projects both within the team and across the firm

· Prepare analytical data and participate at formal monitoring committees (Performance Review, Portfolio Dispersion Review and Portfolio Risk Review Committee)

· Interrogate large data sets to provide visualisations and business insights relating to performance and risk

· Provide support in maintaining the analytical systems, ensuring data integrity and accuracy

· Support ad-hoc work undertaken by the Performance & Risk function

· To deliver automation and improve the efficiency of existing processes

Key Accountabilities:

• Provide timely and accurate Performance & Risk statistics on a regular basis
• To lead the development of Fixed Income analytics and be an expert on the subject matter
• Assist in risk monitoring requirements involving reporting and committee presentations
• Support any ad-hoc requests for performance and risk statistics
• To support initiatives in the ongoing development of analytics
• Support the continual improvement and automation of existing processes

Background and Experience:

• Required
• 3-4 Years in an analytical role
• Performance & Attribution
• Strong knowledge of Fixed Income with exposure to multi-asset portfolios
• Desirable
• ESG/Sustainability knowledge
• Derivatives knowledge