At a Glance
- Tasks: Support performance reporting and analysis for diverse asset classes in a dynamic team.
- Company: Global investment manager with over 200 years of experience and a commitment to client success.
- Benefits: Gain valuable experience, work in a collaborative environment, and enhance your financial skills.
- Other info: Join a global team and develop your career in the fast-paced world of investment management.
- Why this job: Make an impact by delivering accurate performance insights to clients and stakeholders.
- Qualifications: Degree or A Level in a numerate subject; interest in finance and investment processes.
The predicted salary is between 35000 - 45000 £ per year.
The Global Investment Performance Standards (GIPS) and Management Reporting team in London maintains GIPS composites and provides oversight reporting for pooled and segregated accounts. The team produces performance reporting for clients, prospective clients and internal stakeholders, detailing the returns achieved across portfolios managed by the firm.
Role Overview
The team uses Confluence, the composite management system, as an integrated platform for performance calculations and reporting for accounts and composites. This role will support the team in delivering accurate, reliable and timely performance reporting and analysis to internal clients, including senior management, product managers and client directors. The role will also support reporting across a range of asset classes, including Equities, Fixed Income, Multi-Asset, Commodities, Emerging Market Debt and Private Assets.
Key Responsibilities
- Calculate and provide portfolio performance statistics to marketing teams in response to client requests.
- Complete daily, monthly and quarterly data sourcing, validation and reporting tasks.
- Support the onboarding and configuration of new accounts within performance systems.
- Ensure performance reports are calculated in line with agreed procedures and delivered within agreed service levels.
- Perform quality assurance on output from performance systems, resolve issues and elevate to the Team Manager where appropriate.
- Liaise with colleagues and internal clients to deliver a high-quality service.
- Work with other business areas to improve the accuracy and reliability of performance reporting.
- Complete tasks within agreed deadlines, communicating and recording any delays appropriately.
- Engage with fund and product managers to support reporting solutions for new products and enhancements for existing complex products.
- Maintain up-to-date procedure notes covering core processes and new functionality as it arises.
General Skills
- Degree, A Level or equivalent qualification in a numerate subject.
- Interest in financial instruments such as equities, bonds and derivatives.
- Interest in investment processes and performance reporting.
Technical Skills
- Experience using Microsoft Office products, particularly Microsoft Excel.
About Us
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.
Performance Lead Analyst (6 month Contract) employer: Schroders
Schroders is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration are at the forefront of our Asset Management team in London. We offer robust employee growth opportunities, competitive benefits, and a commitment to diversity of thought, ensuring that every voice is heard and valued. Join us to lead transformative architectural initiatives that drive measurable business value in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Performance Lead Analyst (6 month Contract)
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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.
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We think you need these skills to ace Performance Lead Analyst (6 month Contract)
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 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. 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 confidence in your short-term commitment to the role.
How to prepare for a job interview at Schroders
✨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.
✨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 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.
