Performance and Reporting Analyst - Investment Management

Additional Resources
London, United Kingdom
Salary: £52,000 - £57,000
Nov 13, 2020
Dec 12, 2020
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Performance and Reporting Analyst - Investment Management - Central London

Salary: £52,000 - £57,000

The Company

A specialist Asset Manager, a leading name in their specific market and have been expanding at a steady pace over many years, supported by strong fund performance and an ongoing significant increase in AUM.

The Role

An opportunity has arisen for candidates with Performance Measurement experience to join the Portfolio Services team. You will be assisting with the timely and accurate production of Monthly and Quarterly portfolio summaries and performance attribution analyses.

This role would suit a keen candidate with a positive and enquiring attitude, an analytical mind set who has strong business knowledge and experience gained with an asset management company dealing with multiple asset classes.

Experience & Education
  • Advanced knowledge of performance measurement concepts, attribution, GIPS compliance and wider risk management experience.
  • Proficient in data management and report automation.
  • Demonstrate an understanding of Investment products and Fund Structures in addition to being familiar with other classes such as Equities and Fixed Income.
  • Strong academic background, preferably degree educated, with an Investment Management certificate or working towards an equivalent professional qualification (CIPM, CFA).
  • A minimum of 3 years work experience in Asset Management with focus on performance Measurements and analytics.
  • Strong experience of Bloomberg/FactSet.
  • Excellent understanding of Excel - intermediate to advanced level.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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