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For Companies At a Glance
- Tasks: Analyse portfolio performance and provide insights to enhance investment strategies.
- Company: Dynamic investment firm focused on innovation and client success.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Join a team that drives efficiency and automation in investment performance analysis.
- Qualifications: Experience in performance reporting and strong analytical skills required.
- Other info: Fast-paced environment with potential for career advancement.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Main responsibilities would include:
- Provide detailed attribution analysis to PMs, detailing differences between portfolio and benchmark returns across all their Asset Classes
- Calculate performance returns on a daily and monthly basis
- Analyse, calculate, validate and distribute portfolio and benchmark characteristics Work closely with clients, investment professionals and other internal teams to address performance related questions and queries
- Actively drive forward projects to increase efficiencies and automation
- Work closely with vendors to address any problems
To be considered for this role you must have extensive experience in Performance Reporting, with detailed knowledge of calculating attribution for Equities and Fixed Income. Advance knowledge and experience of using performance systems such as Factset, Barclays Point, Bloomberg Port.. As an individual you must be highly motivated, work well to tight deadlines whilst under pressure and a strong attention to detail.
Investment Performance Analyst employer: Mayford James
Contact Detail:
Mayford James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Performance Analyst
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment performance field on LinkedIn. Join relevant groups and engage in discussions to get your name out there and show off your knowledge.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills. Be ready to discuss your experience with performance systems like Factset and Bloomberg, and have examples of your attribution analysis ready to share.
✨Tip Number 3
Don’t just apply and wait! Follow up on your applications through our website. A quick email or message can show your enthusiasm and keep you on their radar.
✨Tip Number 4
Showcase your problem-solving skills! Be prepared to discuss how you've tackled challenges in past roles, especially when it comes to improving efficiencies and automation in performance reporting.
We think you need these skills to ace Investment Performance Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in performance reporting and attribution analysis. We want to see how your skills align with the role, so don’t be shy about showcasing your knowledge of Equities and Fixed Income!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about investment performance analysis and how your previous experiences have prepared you for this role. We love seeing enthusiasm!
Showcase Your Technical Skills: Since we’re looking for someone with advanced knowledge of performance systems like Factset and Bloomberg, make sure to mention any relevant tools you’ve used. We want to know how you can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Mayford James
✨Know Your Numbers
Make sure you brush up on your performance reporting skills. Be ready to discuss how you've calculated attribution for Equities and Fixed Income in the past. Having specific examples at hand will show that you know your stuff and can handle the technical aspects of the role.
✨Familiarise with Performance Systems
Since the job requires advanced knowledge of systems like Factset, Barclays Point, and Bloomberg, it’s crucial to be well-versed in these tools. If you’ve used them before, prepare to share your experiences and how they helped you in your previous roles.
✨Showcase Your Analytical Skills
Be prepared to demonstrate your analytical thinking. You might be asked to solve a problem or analyse a scenario during the interview. Practising some case studies related to performance analysis can help you feel more confident and articulate your thought process clearly.
✨Communicate Effectively
This role involves working closely with clients and internal teams, so strong communication skills are a must. Practice explaining complex concepts in simple terms. This will not only help you in the interview but also in your future interactions if you land the job!
