Hybrid Performance Analytics & Reporting Specialist

CFA Institute; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

Mercer in London is recruiting a Performance Reporting Analyst within its Investment Solutions team. The role is hybrid, with up to two days remote work and three days in the London office.

You will support large institutional clients by producing performance attribution, portfolio analytics, client reports, and ad hoc performance analysis across bespoke portfolios. The successful candidate will have experience in performance analytics, attribution, and portfolio reporting, with strong Excel and

Qualifications

• Demonstrable experience in performance analytics, portfolio reporting, and attribution.
• Strong Excel and analytical skills.
• Numerate degree required.
• CFA or CIPM in progress or desirable.

Responsibilities

• Calculate and review performance attribution and reporting on time and accurately.
• Produce reports for investment committees and trustee boards.
• Collaborate with custodians, external managers, and portfolio managers.
• Respond to client queries and explain performance insights clearly.
• Write investment and market commentary.
• Help improve processes and efficiency through automation.

Skills

Excel

Analytical skills

Stakeholder management

Programming (SQL/VBA/Python)

Education

Numerate degree

CFA/CIPM (desirable)

Tools

SQL

VBA

Python

Job description

Mercer in London is recruiting a Performance Reporting Analyst within its Investment Solutions team. The role is hybrid, with up to two days remote work and three days in the London office.

You will support large institutional clients by producing performance attribution, portfolio analytics, client reports, and ad hoc performance analysis across bespoke portfolios. The successful candidate will have experience in performance analytics, attribution, and portfolio reporting, with strong Excel and