Investment Performance Analyst

Taylor James Resourcing; Greater London; On-site; GBP 60,000 - 65,000; Part time

Job summary

A recruitment agency is seeking a Graduate Performance and Risk Analyst for an initial 3-month contract with an asset manager in London. The ideal candidate will have a background in investment risk and performance, and at least two years of relevant experience. Responsibilities include conducting portfolio performance reporting, managing databases, and preparing analytical reports on finance metrics. This position offers a competitive salary between £60,000 and £65,000 per annum.

Qualifications

• At least two years of investment experience in risk and performance.
• Experience with futures and options.
• Exposure to a broad range of clients.

Responsibilities

• Conduct portfolio and asset performance reporting.
• Prepare analysis on portfolio leverage and yield profile.
• Maintain a database of fund managers and key performance metrics.

Skills

Strong IT and analytical skills

Excel

VBA

Managing databases

Performance measurement

Attribution

Job description

Job Details

Date: 26 Apr 2023
Sector: FINANCIAL MARKETS
Type: Contract
Location: London
Salary: £60,000 - 65,000 per annum
Email: [e-mail]
Ref: DB24862

Position Overview

We are looking for a Graduate Performance and Risk Analyst with at least two years of investment experience for an initially 3‑month contract with an asset manager in the City of London. Ideal candidates have a background in investment risk, performance, asset allocation, finance, QIR or NAV at an investment bank or firm.

Key Responsibilities

• Portfolio and asset performance reporting.
• Quarterly operational data update with commentaries.
• Prepare analysis on portfolio leverage and yield profile and other key metrics.
• Prepare half‑yearly deal expenses report.
• Maintain a database of fund managers and key performance metrics, including return benchmarking.
• Log quarterly performance data from each fund manager for the fund(s) and for the UP.
• Perform performance measurement, including attribution from first principles, creating spreadsheets as needed.
• Calculate basic risk measures from raw data.
• Handle large datasets and develop interrogation databases.

Qualifications & Skills

• Strong IT and analytical skills, especially Excel and VBA.
• Experience managing databases.
• Exposure to futures and options.
• Experience with performance measurement and attribution.
• Exposure to a broad range of clients (charity, pension funds, retail, private clients).
• Aware of marketing requirements; experience with RFPs is helpful.