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- Tasks: Analyse investment performance and manage large datasets for asset management.
- Company: Dynamic asset manager located in the heart of London.
- Benefits: Competitive salary, contract role with potential for extension.
- Why this job: Kickstart your career in finance and make a real impact on investment strategies.
- Qualifications: Graduate with investment experience and strong analytical skills.
- Other info: Opportunity to work with diverse clients and develop valuable industry insights.
The predicted salary is between 60000 - 65000 £ per year.
We 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.
Investment Performance Analyst employer: Taylor James Resourcing
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 like a pro! Reach out to your connections in the finance sector, especially those who work in investment performance or risk analysis. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills. Since this role requires strong IT and analytical skills, make sure you can confidently discuss Excel, VBA, and performance measurement techniques. We want you to shine!
✨Tip Number 3
Showcase your experience with real examples. When discussing your past roles, highlight specific projects where you managed databases or performed performance measurement. This will help you stand out as a candidate who knows their stuff.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way.
We think you need these skills to ace Investment Performance Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Performance Analyst role. Highlight your experience in investment risk, performance measurement, and any relevant skills like Excel and VBA. We want to see how your background fits with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your previous experiences make you a great fit. We love seeing enthusiasm and a clear connection to the job description.
Showcase Your Analytical Skills: Since this role involves handling large datasets and performance reporting, be sure to mention any specific projects or experiences where you've demonstrated strong analytical skills. We want to know how you tackle data challenges!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Taylor James Resourcing
✨Know Your Numbers
As an Investment Performance Analyst, you'll be dealing with a lot of data. Brush up on your knowledge of key metrics like portfolio leverage and yield profiles. Be ready to discuss how you've used these metrics in past roles or projects.
✨Excel is Your Best Friend
Make sure you're comfortable with Excel and VBA. Prepare to demonstrate your skills during the interview, perhaps by discussing a complex spreadsheet you’ve created or a database you’ve managed. Show them you can handle large datasets with ease!
✨Understand Performance Measurement
Familiarise yourself with performance measurement and attribution concepts. Be prepared to explain how you would approach performance reporting and what tools or methods you would use. This shows you’re not just knowledgeable but also practical.
✨Research the Company
Before the interview, do some homework on the asset manager and their clients. Understanding their focus areas, such as charity or pension funds, will help you tailor your responses and show that you’re genuinely interested in the role.
