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For Companies At a Glance
- Tasks: Produce investment reports and analyse portfolio data to support decision-making.
- Company: Join a reputable financial services firm in the heart of London.
- Benefits: Enjoy a 12-month fixed-term contract with opportunities for growth.
- Why this job: Be part of a dynamic team that values innovation and strategic impact.
- Qualifications: Minimum 2 years' experience in performance analysis; familiarity with FactSet or Bloomberg is a plus.
- Other info: Ideal for those passionate about finance and looking to enhance their analytical skills.
The predicted salary is between 36000 - 60000 £ per year.
William Rose Associates is currently partnering with an established financial services firm based in London, which is looking for a Performance & Attribution Analyst to join the business on a 12-month FTC.
ESSENTIAL SKILLS
- A minimum of 2 years’ experience in performance and attribution analysis is essential.
- Candidates with purely client reporting backgrounds will only be considered if they also have hands-on exposure to performance and attribution.
- Proficiency in systems such as FactSet, Bloomberg, or Advent (APX) is highly desirable.
- Exposure to traditional investment products (long-only equity and fixed income strategies).
OVERVIEW
You’ll be responsible for producing monthly, quarterly, and ad-hoc investment reports, analysing portfolio data, and generating custom analytics to support business and management decisions. The role also includes troubleshooting reporting issues, leading projects to enhance reporting capabilities, and contributing to strategic initiatives across multiple business segments.
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Performance & Attribution Analyst FTC
✨Tip Number 1
Make sure to brush up on your knowledge of performance and attribution analysis. Familiarise yourself with the latest trends and methodologies in the field, as this will help you stand out during discussions with potential employers.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work with performance and attribution analysis. Attend industry events or join relevant online forums to connect with others and gain insights into the role.
✨Tip Number 3
Gain hands-on experience with tools like FactSet, Bloomberg, or Advent (APX) if you haven't already. Consider taking online courses or tutorials to enhance your proficiency, as this will be a significant advantage when applying for the position.
✨Tip Number 4
Prepare to discuss your experience with traditional investment products, particularly long-only equity and fixed income strategies. Be ready to provide examples of how you've applied your skills in real-world scenarios to demonstrate your expertise.
We think you need these skills to ace Performance & Attribution Analyst FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in performance and attribution analysis. Include specific examples of projects you've worked on, especially those involving systems like FactSet, Bloomberg, or Advent (APX).
Craft a Strong Cover Letter: In your cover letter, emphasise your hands-on experience with performance and attribution, and how it aligns with the role at William Rose Associates. Mention your familiarity with traditional investment products to showcase your relevant knowledge.
Showcase Analytical Skills: When detailing your previous roles, focus on your analytical skills and any custom analytics you’ve generated. This will demonstrate your ability to support business and management decisions effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for a Performance & Attribution Analyst.
How to prepare for a job interview at LinkedIn
✨Showcase Your Experience
Make sure to highlight your minimum of 2 years’ experience in performance and attribution analysis. Be prepared to discuss specific projects or reports you've worked on, demonstrating your hands-on exposure to the field.
✨Familiarise Yourself with Relevant Systems
Since proficiency in systems like FactSet, Bloomberg, or Advent (APX) is highly desirable, brush up on these tools before the interview. If you have experience with them, be ready to share how you've used them in your previous roles.
✨Understand Investment Products
Gain a solid understanding of traditional investment products, particularly long-only equity and fixed income strategies. This knowledge will help you answer questions confidently and show that you're well-versed in the industry.
✨Prepare for Problem-Solving Questions
As the role involves troubleshooting reporting issues and leading projects, expect questions that assess your problem-solving skills. Think of examples where you've successfully resolved challenges in reporting or analytics.
