At a Glance
- Tasks: Support migration to upgraded FactSet B-One, focusing on data reconciliation and issue resolution.
- Company: Dynamic financial services firm in London with a focus on innovation.
- Benefits: Competitive pay, flexible working hours, and valuable industry experience.
- Other info: Contract role with opportunities for professional growth and networking.
- Why this job: Join a critical project and enhance your analytical skills while making a real impact.
- Qualifications: Experience in performance measurement, strong analytical skills, and advanced Excel proficiency.
The predicted salary is between 45000 - 55000 £ per year.
We are seeking an experienced contractor to support a critical programme migrating to an upgraded version of the FactSet B-One performance application. The role will focus on:
- Reconciliation of positions, transactions, and performance outputs across legacy and target systems
- Identification, investigation, and resolution of discrepancies
- Supporting UAT, parallel run, and post go-live stabilisation
The individual will work closely with internal teams and FactSet to ensure outputs are accurate, consistent, and fit for purpose, aligned with defined reconciliation success criteria.
Key Responsibilities
- Perform detailed reconciliation of holdings, transactions, and performance outputs, comparing current vs. upgraded systems
- Investigate, explain, and resolve discrepancies, ensuring alignment within agreed tolerances
- Analyse root causes across data, configuration, and calculation logic differences
- Collaborate with SMEs and internal teams (Product, Technology, Operations) to resolve issues
- Track, document, and manage issues through structured logs in line with governance standards
- Support UAT, regression testing, and parallel run validation, including test execution and documentation
- Assist with evidence collection, audit traceability, and production readiness (entry/exit criteria)
- Validate completeness and integrity of key data inputs and support data quality control checks
- Act as a liaison across business, technology, and external project stakeholders, communicating issues and impacts clearly
- Provide post-go-live support, including issue investigation, monitoring, stabilisation, and continuous improvement
Key Skills & Experience
- Strong experience in investment performance measurement / attribution
- Hands‑on experience with Position and transaction reconciliation
- Experience with data and calculation validation across systems
- Experience of system migrations, implementations, or parallel runs
- Strong analytical and problem‑solving skills
- Advanced Excel skills (data analysis / reconciliation)
- Experience with FactSet B-One, Aladdin or similar platforms
- Knowledge of asset management data flows (ABOR, positions, transactions)
- Knowledge of performance calculation methodologies
- Familiarity with SQL / data extraction tools
- Experience working with system migration
Performance Analyst in London employer: Schroders UK
As a Performance Analyst with us, you'll join a dynamic team in London, where collaboration and innovation are at the heart of our work culture. We offer competitive benefits, a supportive environment for professional growth, and the opportunity to engage in meaningful projects that drive real impact. Our commitment to employee development ensures you will have the resources and mentorship needed to excel in your career while working on cutting-edge technology in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Performance Analyst in London
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Schroders UK.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Schroders UK might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Performance Analyst in London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Schroders UK will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Schroders UK. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Schroders UK confidence in your short-term commitment to the role.
How to prepare for a job interview at Schroders UK
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Schroders UK.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Schroders UK that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.