Senior Analyst, Investment Performance Analysis in London
Senior Analyst, Investment Performance Analysis

Senior Analyst, Investment Performance Analysis in London

London Full-Time 50000 - 70000 £ / year (est.) Home office (partial)
T. Rowe Price

At a Glance

  • Tasks: Analyse performance data and lead projects to enhance reporting processes.
  • Company: Dynamic financial services firm focused on growth and innovation.
  • Benefits: Competitive salary, professional development, and a collaborative work environment.
  • Other info: Opportunity to mentor others and grow within a supportive team.
  • Why this job: Join a team where your analytical skills can drive real change in investment performance.
  • Qualifications: Degree in Math, Finance, or Engineering; 5+ years of relevant experience.

The predicted salary is between 50000 - 70000 £ per year.

The Senior Analyst within Performance & Analysis services customers in the areas of performance, quantitative analysis and statistical functions, and contributes to growth and transformation initiatives in those same areas. The role focuses on high‑quality client service and delivery, alongside improving processes, information, and data quality.

This individual provides analysis of moderate to complex calculations, data structures, reporting, and applications. This role leads and/or collaborates on system enhancements, automations and transformation initiatives, with strong emphasis on control, data quality, and scalable delivery of performance and attribution outputs.

A successful candidate will be highly self-directed, strong in virtual teaming, collaborative and dedicated to mentoring and cross-educating others within the team.

Principal Responsibilities
  • Operational Support (Runs the business): Responsible for the production, reporting and/or secondary review of complex performance and attribution data, including calculations of returns, benchmarks, and statistics, and the end‑to‑end reconciliation and interpretation of equity and fixed-income attribution results. Serves as an escalation point for system or process‑related issues and manages communication with affected parties to ensure deadlines and expectations are met.
  • Subject matter Expertise (Grow the business): Serves as a subject matter expert on performance, attribution, benchmark and statistical data, acting as a resource to the immediate team and broader firm. Proactively follows industry trends, anticipates new data requirements, and designs and implements performance, attribution, benchmark and statistical calculations in line with established best practices.
  • Project Management (Transform the business): Responsible for analyzing business issues, opportunities, and enhancements and implementing solutions to improve reporting processes and technology supporting performance and attribution platforms. Independently leads moderate to complex projects, including solution design, testing, implementation, and post‑implementation support, making recommendations to managers and business partners based on findings.
  • Leadership: Applies sound business judgment, technical knowledge, and project management experience to navigate institutional business lines, exercising influence where appropriate.
PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS
  • Bachelors Degree in Math, Finance, Accounting or Engineering
  • 5 or more years of demonstrated technical or industry knowledge
  • CIPM or CFA certification, or Graduate Degree in Business or Finance
  • Deep understanding of the equity and fixed income attribution models and key sources of returns across strategies
  • Experience in performance and attributions systems like Factset PA
  • Strong working knowledge of query‑based data analysis (e.g. SQL or equivalent) for validating, reconciling, and interrogating data across multiple sources
  • Advanced Excel skills, including complex formulae, data models and structured analytical workflows
  • Ability to apply automation or assisted analytical tools to strengthen data controls, reduce manual effort, and support exception‑based review
  • Strong problem-solving, prioritization, and organization skills
  • Excellent communication and interpersonal skills; position requires interaction with all levels of internal staff and external customers

Senior Analyst, Investment Performance Analysis in London employer: T. Rowe Price

As a Senior Analyst in Investment Performance Analysis, you will thrive in a dynamic work environment that prioritises high-quality client service and innovative solutions. Our company fosters a collaborative culture where mentorship and professional growth are encouraged, providing you with the opportunity to lead impactful projects while enhancing your expertise in performance and attribution analysis. Located in a vibrant area, we offer competitive benefits and a commitment to employee development, making us an exceptional employer for those seeking meaningful and rewarding careers.
T. Rowe Price

Contact Detail:

T. Rowe Price Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Analyst, Investment Performance Analysis in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!

✨Tip Number 2

Prepare for interviews by practising common questions related to performance analysis and quantitative methods. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you showcase your expertise and problem-solving skills effectively.

✨Tip Number 3

Showcase your analytical skills with real examples! When discussing your experience, highlight specific projects where you improved processes or data quality. This will demonstrate your ability to contribute to growth and transformation initiatives.

✨Tip Number 4

Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Make sure your application reflects your passion for performance analysis and your commitment to high-quality client service.

We think you need these skills to ace Senior Analyst, Investment Performance Analysis in London

Performance Analysis
Quantitative Analysis
Statistical Functions
Data Quality Management
Complex Calculations
Reporting
System Enhancements
Automation
Data Structures
Attribution Models
SQL
Advanced Excel
Problem-Solving Skills
Project Management
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role of Senior Analyst. Highlight your experience in performance analysis, quantitative methods, and any relevant projects you've led. We want to see how your skills align with our needs!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about investment performance analysis and how your background makes you a perfect fit for our team. Keep it engaging and personal!

Showcase Your Technical Skills: Don’t forget to mention your technical expertise, especially in SQL and Excel. We love candidates who can demonstrate their ability to handle complex data and automate processes. Give us examples of how you've done this in the past!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at T. Rowe Price

✨Know Your Numbers

As a Senior Analyst, you'll be dealing with complex performance and attribution data. Brush up on your understanding of equity and fixed-income attribution models, and be ready to discuss how you've applied these in past roles. This shows you’re not just familiar with the concepts but can also bring real-world experience to the table.

✨Showcase Your Problem-Solving Skills

Prepare examples of how you've tackled complex business issues or enhanced reporting processes in previous positions. Highlight your project management experience and how you’ve led initiatives that improved data quality or streamlined operations. This will demonstrate your ability to think critically and lead effectively.

✨Get Comfortable with Data Tools

Make sure you're well-versed in SQL and advanced Excel functionalities. Be ready to discuss specific instances where you've used these tools for data analysis or automation. This will show that you have the technical skills necessary to excel in the role and can contribute to system enhancements.

✨Communicate Clearly and Confidently

Since this role involves interaction with various stakeholders, practice articulating your thoughts clearly. Prepare to explain complex data findings in a way that's easy to understand. Good communication skills are key, so consider doing mock interviews to refine your delivery.

Senior Analyst, Investment Performance Analysis in London
T. Rowe Price
Location: London

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