Performance Associate, Global Investment Firm, London, UK

Employer
PER, Private Equity Recruitment
Location
London, United Kingdom
Salary
Competitive
Posted
Jun 13, 2021
Closes
Jul 13, 2021
Ref
10753153
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
REFERENCE:9836 /42C

Our client is a leading global private equity fund with a considerable amount of assets under management. They are now looking for a highly analytical Performance Associate to join their performance team which looks after the firm's performance track record globally. This individual will play a vital role in ensuring that the team produces accurate and timely analysis to key stakeholders, on the entire family of funds, strategies and products. This provides the business with a clear indicator of the drivers of performance from the underlying company level, all the way up to the investor level.

RESPONSIBILITIES:
  • Oversight and production of quarterly performance track records for products/ strategies.
  • Lead conversations with investment teams on ad-hoc analysis concerning the performance track-record of their strategies and funds
  • Take a leading role in responding to ad hoc performance requests from internal teams, and indirectly to clients' and consultants' queries in collaboration with Investor Relations and Marketing.
  • Take a leadership role in responding to Request For Proposals (RFP), and Request For Information (RFI) from external consultants and clients. Attend pre-meetings with the RFP team/investment teams and provide guidance on how to respond to questions on performance track record
  • Lead and provide significant input on project work (advanced performance analytics, creation of pro-forma track records to support new fundraising, systems enhancements, process automation), and provide support where required to senior members of the team on these projects
  • Production of customised benchmarking analysis using Private Market benchmarks and listed indices
  • Provide training for more junior team members on specific tasks, and leadership during interactions with senior staff. Delegate work where appropriate and provide oversight and support throughout.
  • Ensure compliance with relevant laws, regulations and policy
YOUR PROFILE:
  • Educated to degree level in an analytical subject
  • Highly numerate with advanced Excel skills. Confidently build, navigate and manipulate complex spreadsheets
  • Able to organize and analyse large sets of complex data in order to produce simple and insightful solutions
  • Clearly and concisely communicate performance-related concepts to key stakeholders (up to Partner level)
  • Good understanding of the Private Equity investment process and the PE market
  • Good understanding of Infrastructure, Private Debt and Real Estate investments is required
  • Confidently lead on projects work from inception to delivery
  • Strong negotiation skills. Tactfully handle conflicting viewpoints to arrive at a beneficial outcome for all
  • Knowledge of ESG and Climate Risk metrics is desirable
  • Professional qualification is desirable (e.g. CFA, CAIA, CIPM, IMC)

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