MPS Performance Analyst 12 Month Fixed Term Contract

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MPS Performance Analyst 12 Month Fixed Term Contract, London

Client:

Location:

London, United Kingdom

Job Category:

Other

–

EU work permit required:

Yes

Job Reference:

2f22b666c4fd

Job Views:

4

Posted:

21.03.2025

Expiry Date:

05.05.2025

Job Description:

12 Month Fixed Term Contract

This role is within the Managed Portfolio Services (MPS) Operations Team, part of the wider Fund & MPS Operations Team within the investment management area. The team has a wide remit and is responsible for MPS operations within the Evelyn group, covering performance and oversight, general MPS operations, portfolio implementation, third-party platform onboarding, regulatory change, and reporting for all MPS propositions.

The MPS Team recently agreed on a centralised template for the production of MPS factsheets with our chosen third-party provider – FactSet. On a regular basis, the role will have direct exposure to MPS Investment Managers along with various other MPS stakeholders within the business.

Key Responsibilities

• Assist in the production of monthly MPS Factsheets.
• Support both periodic and ad hoc calculation of MPS performance and attribution, providing information to the MPS Team, its associated investment managers, and the wider Business Development/Marketing Teams to support the growth of Evelyn Partners\’ MPS business.
• Support the distribution of MPS data to various third-party performance providers.
• Provide project assistance to improve the accessibility, quality, and automation of MPS performance statistics being provided to a wider audience.
• Ensure all MPS procedures and processes are documented and up to date.
• Assist the Head of MPS Operations with additional ad-hoc work and company-wide projects.

Training & Compliance

Follow departmental guidelines regarding training and ensure familiarity with all regulatory and internal compliance procedures.

Qualifications

Key Skills and Experience

• Keen learner
• Highly numerate with attention to detail
• Good communication, planning, and organisational skills.
• Displays the highest standards of personal honesty and integrity.
• Good Microsoft Excel skills are very desirable.
• Performance and risk experience gained within investment management is desirable but not essential.
• Demonstrates an understanding of different asset classes, sectors, investment types, and the Financial Services regulatory framework.

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we\’re delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.

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