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Senior Performance Analyst

Job description

Job: Senior Institutional Performance Analyst  

Salary: 35-40k 

Location: City Centre 


Your skills and experience

  • Degree in Maths / Statistics / Finance, Econometrics is required;
  • Master Degree in Economy, Finance, and Econometrics preferred;
  • BiSAM experience;
  • CIPM qualification preferred;
  • FRM qualified / CFA (qualified or enrolled) accepted as an alternative to CIPM;
  • Three years’ experience directly related to a performance and risk statistics role within Asset Management;
  • Understanding various performance measurement and analysis techniques such as return calculation methodologies (TWR, MWR, Nav-Nav), attribution, ex-post risk metrics;
  • Advanced MS Excel;
  • Knowledge of vendor systems such as Morningstar, Factset, Datastream and Bloomberg;
  • Strong numerical and statistical skills as evident by existing or previous employment;
  • Knowledge and understanding of financial markets and investment management;
  • Good system skills, particularly Excel;
  •  Self-motivated and responsive to a changing environment enthusiast and a desire to learn new skills and continue self-development;
  •  Accuracy and attention to detail;
  •  Ability to work to tight deadlines;
  •  Effective communication skills and the ability to deal with people at all levels (up to senior management);
  •  Team Contributor.

What you’ll do

  •  Calculation and validation of performance and benchmark return using both internal and external systems, including:
    •  PAS, Bi-SAM, Factset;
  •  Production of equity Brinson-Fachler attribution analysis using internal and external systems (as above);
  •  Calculation of ex-post risk measure and statistics (Drawdown, TE, IR, Alpha, Beta, etc).;
  •  Responsible for the accuracy of performance related statistics and reference data on the systems mentioned above. This data includes benchmark statistics, total expense ratios, hedging policy, the currency of management and reporting;
  •  Involvement in complex performance and risk projects and system testing as required;
  •  Taking ownership for a specific group of funds directly related to a client base;
  •  Working to specifically agreed on deadlines;
  • The majority of which are driven by client demand;
  •  Understanding the portfolios in which clients’ money is invested;
  •  Responding to ad-hoc queries and requests from sales directors and/or client managers;
  •  Assisting colleagues where required;
  •  Providing support to broader Investment Statistics team;
  •  Providing support to broader teams (Investments, Sales, Marketing, Client Servicing).

Purpose of your role

The institutional team are for performance measurement and portfolio analysis across the company's global based Institutional funds. The data provided will include fund and benchmark returns, performance attribution and ex-post risk analysis. These are provided primarily on a monthly and quarterly basis. The key clients of the team are the global Sales Directors and client portfolio managers who interact directly with the individual institutions. The Team looks after all performance and analysis reporting for these clients. The team provides data for use in external publications, report and accounts, as well as producing a wide variety of analysis and internal management reports.

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