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- Tasks: Analyze fund performance and risk, manage data input, and produce reports.
- Company: Join a dynamic team in the financial services sector focused on asset management.
- Benefits: Enjoy study support for professional qualifications and a collaborative work environment.
- Why this job: Gain hands-on experience in finance while contributing to system improvements and reporting.
- Qualifications: Strong academic background with 4+ years in financial services; CFA or CAIA preferred.
- Other info: Work in a small team with a flat hierarchy, fostering growth and communication.
The predicted salary is between 36000 - 60000 £ per year.
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Specific responsibilities will include but not be limited to:
- Monthly reconciliation of fund and accounts including:
- Inputting trade and position data
- Pricing wide variety of positions (e.g., equities, bonds, derivatives) using Bloomberg
- Production of weekly/monthly performance and risk reporting (e.g. contribution analysis, identification of overall risk factors).
- Assist with the calculation of performance of fund and accounts.
- Assist with project work on continual system and process improvements.
Profile:
- Strong academic background including preferably with a professional qualification or studying for (e.g.ÂCFA, CAIA, accounting qualification).
- Preferred 4+ years professional experience within the financial services sector, within the asset management / fund of funds industry. Direct experience in a similar role is strongly preferred.
- Experience of funds, managed accounts and private equity preferable.
- Working knowledge of SS&C Advent products (e.g., Geneva) desirable but not essential.
- High level of personal and professional ethics, and integrity.
- Working knowledge of Microsoft Office products.
- Well organised and detail oriented.
- Excellent interpersonal and communication skills.
Key Skills:
- Study support for professional qualification (e.g., CFA).
- Experience of wide variety of financial strategies, instruments and asset classes.
- Small team, relatively flat hierarchy.
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Performance Reporting Analyst employer: eFinancialCareers
Contact Detail:
eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Performance Reporting Analyst
✨Tip Number 1
Make sure to familiarize yourself with Bloomberg and SS&C Advent products, as these tools are crucial for the role. If you have access to training resources or online courses, take advantage of them to boost your knowledge.
✨Tip Number 2
Network with professionals in the asset management and fund of funds industry. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Highlight your experience with performance reporting and risk analysis in conversations. Be prepared to discuss specific examples of how you've contributed to similar projects in your previous roles.
✨Tip Number 4
Demonstrate your commitment to professional development by mentioning any ongoing studies for qualifications like CFA or CAIA. This shows your dedication to the field and aligns with our values at StudySmarter.
We think you need these skills to ace Performance Reporting Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in performance reporting and financial services. Emphasize any direct experience with fund management, asset classes, and the specific skills mentioned in the job description.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with their needs, particularly your experience with performance and risk reporting, as well as any relevant qualifications like CFA or CAIA.
Highlight Technical Skills: Mention your proficiency with tools like Bloomberg and any experience with SS&C Advent products. If you have experience with Microsoft Office, especially Excel, be sure to highlight that as well.
Showcase Soft Skills: Since the role requires excellent interpersonal and communication skills, provide examples of how you've successfully worked in teams or communicated complex information in previous roles. This will demonstrate your fit within their small team environment.
How to prepare for a job interview at eFinancialCareers
✨Showcase Your Technical Skills
Be prepared to discuss your experience with financial instruments and reporting tools. Highlight any specific software you’ve used, especially if it includes Bloomberg or SS&C Advent products, as this will demonstrate your technical proficiency.
✨Demonstrate Your Analytical Abilities
Since the role involves performance and risk reporting, be ready to provide examples of how you've analyzed data in previous positions. Discuss any contributions you've made to performance analysis or risk identification.
✨Highlight Your Professional Ethics
Given the emphasis on ethics and integrity in the job description, prepare to discuss situations where you upheld these values in your work. This could include maintaining confidentiality or making ethical decisions under pressure.
✨Prepare for Behavioral Questions
Expect questions that assess your interpersonal skills and ability to work in a small team. Think of examples that showcase your communication skills and how you’ve collaborated effectively with colleagues in past roles.
