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- Tasks: Analyse investment performance and prepare detailed reports for asset management.
- Company: Join a leading asset manager in the heart of London.
- Benefits: Competitive salary, potential for remote work, and valuable industry experience.
- Why this job: Gain hands-on experience in finance while working with diverse clients and impactful projects.
- Qualifications: Must have at least two years of investment experience and strong analytical skills.
- Other info: This is a 3-month contract with opportunities for growth in a dynamic environment.
The predicted salary is between 48000 - 52000 £ per year.
Job DetailsDate: 26 Apr 2023Sector: FINANCIAL MARKETSType: ContractLocation: LondonSalary: £60,000 – 65,000 per annumEmail: duncan@taylorjamesresourcing.comRef: DB24862
Position OverviewWe are looking for a Graduate Performance and Risk Analyst with at least two years of investment experience for an initially 3‐month contract with an asset manager in the City of London. Ideal candidates have a background in investment risk, performance, asset allocation, finance, QIR or NAV at an investment bank or firm.
Key Responsibilities
Portfolio and asset performance reporting.
Quarterly operational data update with commentaries.
Prepare analysis on portfolio leverage and yield profile and other key metrics.
Prepare half‐yearly deal expenses report.
Maintain a database of fund managers and key performance metrics, including return benchmarking.
Log quarterly performance data from each fund manager for the fund(s) and for the UP.
Perform performance measurement, including attribution from first principles, creating spreadsheets as needed.
Calculate basic risk measures from raw data.
Handle large datasets and develop interrogation databases.
Qualifications & Skills
Strong IT and analytical skills, especially Excel and VBA.
Experience managing databases.
Exposure to futures and options.
Experience with performance measurement and attribution.
Exposure to a broad range of clients (charity, pension funds, retail, private clients).
Aware of marketing requirements; experience with RFPs is helpful.
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Contact Detail:
Taylor James Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Performance Analyst
✨Tip Number 1
Network with professionals in the investment sector, especially those who work in performance analysis. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in performance measurement.
✨Tip Number 2
Familiarise yourself with the specific tools and software commonly used in performance analysis, such as Bloomberg or FactSet. Being proficient in these tools can give you an edge during interviews and demonstrate your readiness for the role.
✨Tip Number 3
Stay updated on the latest developments in investment performance metrics and risk measures. This knowledge will not only help you in interviews but also show your genuine interest in the field and your commitment to continuous learning.
✨Tip Number 4
Prepare to discuss real-world examples of how you've handled large datasets and created databases in previous roles. Be ready to explain your thought process and the impact of your analyses on decision-making.
We think you need these skills to ace Investment Performance Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment performance analysis. Focus on your skills in performance measurement, data handling, and any exposure to futures and options.
Craft a Compelling Cover Letter: In your cover letter, emphasise your two years of investment experience and your ability to handle large datasets. Mention specific examples of how you've contributed to portfolio reporting or analysis in previous roles.
Highlight Relevant Skills: Clearly outline your proficiency in creating spreadsheets and calculating risk measures. If you have experience with RFPs or working with various client types, make sure to include that as well.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for an Investment Performance Analyst.
How to prepare for a job interview at Taylor James Resourcing
✨Know Your Numbers
As an Investment Performance Analyst, you'll need to demonstrate your understanding of performance measurement. Brush up on key metrics like attribution and be prepared to discuss how you would calculate these from raw data.
✨Showcase Your Analytical Skills
Be ready to talk about your experience with data analysis and database management. Highlight any specific tools or software you've used to handle large datasets, as this will be crucial for the role.
✨Understand the Client Base
Familiarise yourself with the types of clients you might encounter, such as charities and pension funds. Being able to discuss how you would tailor your reporting and analysis to meet their needs can set you apart.
✨Prepare for Technical Questions
Expect questions related to futures, options, and risk measures. Review the basics and be ready to explain how you would apply this knowledge in practical scenarios during your interview.
