Performance and Attribution Analyst

TN United Kingdom; London; Hybrid; GBP 45,000 - 75,000; Full time

Job summary

A leading investment management firm is on the lookout for a detail-oriented Performance and Attribution Analyst to enhance their dynamic team. This exciting role involves calculating performance returns for funds and portfolios, managing client reporting projects, and implementing innovative performance attribution systems. The firm prides itself on fostering a collaborative and inclusive environment, emphasizing continuous improvement and professional development. If you are numerate, detail-oriented, and proficient in MS Excel, this is a fantastic opportunity to contribute to a prominent player in the investment management sector while enjoying a hybrid work environment.

Benefits

Competitive Salary

Strong Bonus

Benefits

Hybrid Work Environment

Qualifications

• Experience in performance calculation for client portfolios and funds.
• Strong understanding of asset management and performance measurement methodologies.

Responsibilities

• Calculate and review performance returns for funds and portfolios.
• Manage projects related to client reporting and performance tools.
• Prepare performance reports on a monthly, quarterly, and annual basis.

Skills

Performance Calculation

Data Analysis

MS Excel

Asset Management Knowledge

Attention to Detail

Education

IMC or CIPM Qualifications

Tools

FactSet

Bloomberg

MSCI BarraOne

StatPro

Job description

Performance and Attribution Analyst, London

Client: [Client details missing]

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference:

530fe2ae6fd8

Job Views:

13

Posted:

07.05.2025

Expiry Date:

21.06.2025

Job Description:

About the Role:

A leading investment management firm is seeking a detail-oriented Performance and Attribution Analyst to join their dynamic team. This role involves calculating and reviewing performance returns for funds, client portfolios, and benchmarks. The successful candidate will also lead projects to update performance calculation tools and implement performance attribution systems.

About the Company:

The company is a prominent investment management firm known for its commitment to delivering exceptional results. It fosters a collaborative and inclusive work environment emphasizing innovation and excellence. The firm supports a diverse client base, including institutional investors, charities, and private clients, and values continuous improvement and professional development.

Key Responsibilities:

• Calculate and review performance returns for funds, portfolios, and benchmarks.
• Manage projects related to client reporting, including updating calculation tools and attribution systems.
• Coordinate with vendors to meet requirements and support onboarding of new services.
• Analyze data at stock and sector levels, resolve queries, and perform peer group analysis.
• Prepare performance reports on a monthly, quarterly, and annual basis.
• Oversee outsourced performance measurement and maintain training materials.
• Maintain confidentiality and act with integrity.
• Collaborate effectively with colleagues and stakeholders.
• Possess strong understanding of asset management and performance measurement methodologies.
• Be numerate, detail-oriented, and proficient in MS Excel, with knowledge of accounting and valuation principles.

Experience and Qualifications:

• Experience in performance calculation for client portfolios, funds, and benchmarks.
• Experience within an asset management or third-party performance measurement team.
• Exposure to equity, fixed income, and multi-asset securities.
• Familiarity with data vendors like FactSet, Bloomberg, or Morningstar.
• Experience with performance software such as FactSet, Lipper, MSCI BarraOne, or StatPro.
• IMC or CIPM qualifications are preferable.

This role offers a competitive salary, strong bonus, benefits, and a hybrid work environment based in the City of London.