At a Glance
- Tasks: Analyse fixed income performance and deliver insightful reports using advanced analytics systems.
- Company: Top investment firm with a focus on innovation and collaboration.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Why this job: Join a dynamic team and make an impact in the world of finance.
- Qualifications: Experience in fixed income analytics and proficiency with performance reporting tools.
- Other info: Collaborative environment with opportunities to support clients and develop your skills.
The predicted salary is between 36000 - 60000 £ per year.
Overview
My client, a top Investment Firm is looking for a Junior Fixed Income Performance Analyst. YOU MUST HAVE PERMANENT RIGHT TO WORK IN THE UK FOR THIS ROLE.
Responsibilities
- Utilize Sylvan and FactSet performance and analytics systems to deliver both periodic and ad hoc performance reporting and analysis.
- Produce accurate, insightful monthly performance and attribution reports using FactSet PA3, with a particular focus on fixed income, and respond to ad hoc analytical requests.
- Act as a subject matter expert in fixed income analytics, with a deep understanding of analytical models and the ability to clearly explain methodologies and results to investment professionals.
- Work closely with portfolio managers to identify, analyze, and explain the key drivers of investment performance.
- Liaise with Client Services teams in London and other offices to support client reporting, new business development, and marketing initiatives, including training and supporting junior staff.
- Take ownership of continuous process improvement initiatives within the Investment Analytics team.
- Document processes and procedures in OneNote to support knowledge sharing and operational consistency.
- Contribute to the broader Investment Analytics function and participate in project work as required.
- Provide timely, accurate analytics and reporting on both a monthly and ad hoc basis, including fixed income attribution reports.
- Maintain responsibility for the creation and ongoing management of standard and bespoke benchmarks.
- Collaborate effectively within the home team and across other business functions to achieve shared objectives.
- Deliver project work within agreed timelines and business requirements.
- Liaise regularly with Portfolio Managers, Client Services, and Operations teams, including ISS, Investment Administration, and Fund Accounting.
- Support interactions with existing clients and potential investors as required.
Qualifications
- Experience in fixed income analytics and performance reporting.
- Proficiency with performance analytics systems (e.g., Sylvan, FactSet) and PA3 for attribution reporting.
- Ability to explain methodologies and results to investment professionals.
- Permanent right to work in the UK for this role.
Performance Analyst employer: William Blake Group
Contact Detail:
William Blake Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Performance Analyst
✨Tip Number 1
Network like a pro! Reach out to professionals in the fixed income space on LinkedIn or at industry events. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of performance analytics systems like Sylvan and FactSet. We recommend practising explaining complex methodologies in simple terms, as you’ll need to communicate effectively with investment professionals.
✨Tip Number 3
Showcase your analytical skills! Bring examples of past performance reports or projects you've worked on to interviews. We want to see how you’ve tackled challenges and contributed to process improvements in your previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Performance Analyst
Some tips for your application 🫡
Show Off Your Fixed Income Experience: Make sure to highlight your experience in fixed income analytics right from the start. We want to see how your background aligns with the role, so don’t hold back on those relevant skills and experiences!
Be Specific About Your Tools: Mention your proficiency with performance analytics systems like Sylvan and FactSet. We’re keen to know how you’ve used these tools in your previous roles, especially for performance reporting and analysis.
Explain Your Analytical Skills: Since you'll be acting as a subject matter expert, it’s crucial to explain your analytical methodologies clearly. Use examples to show how you've communicated complex results to investment professionals 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!
How to prepare for a job interview at William Blake Group
✨Know Your Fixed Income Inside Out
Make sure you brush up on your fixed income knowledge before the interview. Be prepared to discuss specific analytical models and methodologies you've used in the past, as well as how they relate to performance reporting. This will show that you’re not just familiar with the concepts but can also apply them effectively.
✨Familiarise Yourself with Sylvan and FactSet
Since the role requires proficiency in Sylvan and FactSet, take some time to explore these platforms if you haven't already. Understand their functionalities, especially PA3 for attribution reporting. Being able to speak confidently about your experience with these tools will set you apart from other candidates.
✨Prepare for Scenario-Based Questions
Expect questions that ask you to explain how you would handle specific performance analysis scenarios. Think of examples from your past experiences where you identified key drivers of investment performance or improved processes. This will demonstrate your analytical skills and problem-solving abilities.
✨Show Your Team Spirit
Collaboration is key in this role, so be ready to discuss how you've worked with portfolio managers and client services teams in the past. Highlight any experiences where you contributed to team objectives or supported junior staff, as this will showcase your ability to work well within a team environment.