At a Glance
- Tasks: Calculate and manage performance and risk data for clients and internal teams.
- Company: Join a respected global equity asset manager with a strong reputation.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make an impact in the finance industry while developing your analytical skills.
- Qualifications: 3-6 years in performance analysis; CIPM qualification preferred.
- Other info: Opportunity for career growth in a fast-paced financial setting.
The predicted salary is between 36000 - 60000 £ per year.
Performance Analyst – 12m FTC – Meredith Brown Associates
Join to apply for the Performance Analyst – 12m FTC – Meredith Brown Associates role at Jobs via eFinancialCareers
Our client, a highly regarded global equity asset manager, is looking to hire an experienced Performance Analyst to assist with calculating, maintaining, and manipulating performance and risk data for internal use and for clients, prospects, and third parties such as auditors and custodians.
Role & Responsibilities
- Production cycle for investment performance and risk data for regular monthly/quarterly reporting, used both internally and externally.
- Responding to ad hoc queries from internal departments such as Client Service, Client Operations and the Investment Division.
- Quarterly update of returns for marketing materials.
- Production of composites.
- Data input into various systems including BiSam BOne, Coric, Factset PA3, and databases.
- Data extraction and review.
- Reconciliation of custodian returns.
- Involved in annual GIPS verification data collection.
- Monitoring and ensuring compliance with GIPS for all composites, including the annual verification by independent third parties.
- Validation of underlying calculation methodologies of investment performance and risk data to meet industry standards.
Background & Experience
- Circa 3-6 years previous experience within a Performance function of an Asset manager.
- CIPM qualification preferred (or equivalent).
- Experience with Factset, BiSam B1, or equivalent performance systems.
- Operations experience: SimCorp Dimension, settlements, cash/stock reconciliations.
- Understanding of data flows.
- Excellent interpersonal, analytical, numeracy, and organisational skills.
- Good knowledge of database/software used in the calculation of investment performance.
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.
Location: London, England, United Kingdom
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Performance Analyst - 12m FTC - Meredith Brown Associates employer: Jobs via eFinancialCareers
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StudySmarter Expert Advice 🤫
We think this is how you could land Performance Analyst - 12m FTC - Meredith Brown Associates
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and asset management sectors. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills. Since this role involves performance data and compliance with GIPS, make sure you can confidently discuss your experience with tools like Factset and BiSam. We want you to shine!
✨Tip Number 3
Showcase your analytical skills during interviews. Be ready to share specific examples of how you've tackled complex data challenges in the past. This will demonstrate your ability to handle the responsibilities of a Performance Analyst.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Performance Analyst - 12m FTC - Meredith Brown Associates
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Performance Analyst role. Highlight your experience with performance data, risk analysis, and any relevant software like Factset or BiSam. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about performance analysis and how your background makes you a great fit for our team. Keep it concise but impactful – we love a good story!
Show Off Your Analytical Skills: In your application, don’t shy away from showcasing your analytical prowess. Mention specific projects or tasks where you've successfully manipulated performance and risk data. We’re keen to see how you approach problem-solving!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It streamlines the process for us and ensures your application lands in the right hands. Plus, it’s super easy!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Numbers
As a Performance Analyst, you'll be dealing with a lot of data. Brush up on your numerical skills and be ready to discuss how you've handled performance and risk data in the past. Be prepared to share specific examples of your experience with systems like Factset or BiSam.
✨Understand GIPS Compliance
Since compliance with GIPS is crucial for this role, make sure you understand what it entails. Familiarise yourself with the standards and be ready to discuss how you've ensured compliance in previous roles. This shows you're not just knowledgeable but also proactive.
✨Prepare for Technical Questions
Expect technical questions related to data manipulation and reporting. Review the tools mentioned in the job description, like BiSam BOne and Coric. Being able to talk confidently about your experience with these systems will set you apart from other candidates.
✨Showcase Your Interpersonal Skills
This role involves liaising with various internal departments. Highlight your interpersonal skills during the interview by sharing examples of how you've effectively communicated complex data to non-technical stakeholders. This will demonstrate your ability to work collaboratively.