Performance and Risk Analyst in London

We’re looking for an analyst to join the Performance & Risk team within our Wealth Management division. Working closely with the wider Middle Office, you’ll support the Front Office, Investment team and senior management by delivering performance measurement, attribution analysis and high-quality management information, as well as responding to ad-hoc queries. You’ll bring a proactive, entrepreneurial mindset and partner with the business to improve our processes and controls, driving efficiency and continually raising the quality of our reporting.

About Schroders: We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.

The team forms part of the middle office operations department and is responsible for the production, interpretation and monitoring of client, model and fund performance analysis. The team also produces a range of management and monitoring data for use across the business.

What you'll do:

• Produce long- and short-term performance statistics from internal systems, or from first principles where appropriate.
• Deliver contribution and attribution analysis, explaining drivers of returns and outcomes.
• Calculate and maintain a suite of ex-post risk measures.
• Produce bespoke reporting for clients, models and funds, ensuring accuracy, clarity and timely delivery.
• Provide performance and asset allocation data to third parties, meeting agreed formats and deadlines.
• Respond to ad-hoc performance queries from the Front Office and Investment team, translating requirements into clear outputs.
• Support projects and change initiatives, including system upgrades, acquisitions and new business activity.
• Identify opportunities to streamline processes and integrate AI where appropriate, and maintain clear procedural documentation.

The knowledge, experience and qualifications you need:

• 3-5 years experience in performance measurement, investment reporting, risk analytics or a related middle-office function.
• Strong quantitative skills and confidence working with financial data and return/risk concepts.
• Advanced Excel skills (e.g., robust data handling, pivot tables and repeatable reporting); automation exposure is a plus.
• A genuine interest in wealth management and investments, with appetite to build product and portfolio knowledge.
• Understanding of performance measurement and attribution, and a controls mindset to ensure accuracy, reconciliations and auditability.

The knowledge, experience and qualifications that will help:

• Excel automation experience (VBA, Office Scripts and/or Power Query).
• Familiarity with market data platforms (e.g., Lipper, Morningstar, Datastream).
• Familiarity with performance and risk platforms (e.g., Style Analytics, Workspace, FactSet).
• Exposure to SQL, PowerBI and/or Python for data manipulation and repeatable reporting.
• Experience improving processes and controls, including appropriate use of automation/AI in line with governance.

What you’ll be like:

• Demonstrate strong analytical skills and the ability to interpret performance and risk outputs with sound judgement.
• Have exceptional attention to detail and a commitment to high-quality, controlled delivery.
• Take ownership and manage priorities effectively, delivering accurate outputs to competing deadlines.
• Communicate clearly and confidently (written and verbal), tailoring messages to Front Office, Investment and senior stakeholders.
• Work collaboratively and constructively, building trusted relationships across the Middle Office and wider business.
• Bring a continuous-improvement mindset, proactively identifying opportunities to enhance controls, streamline processes and use automation/AI appropriately.

We recognise potential, whoever you are. Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.