Investment Performance Analyst

Mayford James; Camden Town; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in London is seeking an Investment Performance Analyst. The role involves conducting detailed attribution analysis, calculating performance returns, and collaborating with clients and internal teams. Candidates should have extensive experience in performance reporting, especially with equities and fixed income, along with proficiency using tools such as Factset and Bloomberg Port. Strong attention to detail and the ability to meet tight deadlines are essential.

Benefits

Competitive salary

Qualifications

• Extensive experience in Performance Reporting.
• Detailed knowledge of calculating attribution for Equities and Fixed Income.
• Ability to work well under pressure and meet tight deadlines.

Responsibilities

• Provide detailed attribution analysis to portfolio managers.
• Calculate performance returns on a daily and monthly basis.
• Analyse and distribute portfolio and benchmark characteristics.

Skills

Performance Reporting

Attribution Analysis

Attention to Detail

Client Communication

Project Management

Tools

Factset

Barclays Point

Bloomberg Port

Job description

Investment Performance Analyst

Mayford James

London, United Kingdom

Permanent

2025-09-24T09:23:53.327Z

20781595

Full time

Competitive

Main Responsibilities

• Provide detailed attribution analysis to PMs, detailing differences between portfolio and benchmark returns across all their Asset Classes
• Calculate performance returns on a daily and monthly basis
• Analyse, calculate, validate and distribute portfolio and benchmark characteristics
• Work closely with clients, investment professionals and other internal teams to address performance related questions and queries
• Actively drive forward projects to increase efficiencies and automation
• Work closely with vendors to address any problems

Qualifications

To be considered for this role you must have extensive experience in Performance Reporting, with detailed knowledge of calculating attribution for Equities and Fixed Income. Advanced knowledge and experience of using performance systems such as Factset, Barclays Point, Bloomberg Port.

As an individual you must be highly motivated, work well to tight deadlines whilst under pressure and have a strong attention to detail.