Investment Performance Analyst

Barclay Simpson; London; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Performance Analyst to join their innovative team. This role combines responsibilities in Investment Risk, Performance, and Client Reporting, offering a unique opportunity to contribute to strategic projects that enhance investment performance analysis. The ideal candidate will thrive in a dynamic environment, utilizing strong quantitative skills and analytical abilities to provide insights and support decision-making. With a competitive salary and a hybrid working arrangement, this position promises to be a significant step forward in your career within a respected investment management firm.

Benefits

Competitive salary and benefits package

Hybrid working arrangement

Opportunity to work with a respected firm

Exposure to strategic projects

Qualifications

• Proven experience in Investment Risk or Performance Analysis in investment management.
• Strong quantitative skills with understanding of performance measurement.

Responsibilities

• Provide detailed performance analysis for equity portfolios and report on returns.
• Support investment risk manager to monitor and report on risk exposures.

Skills

Investment Risk

Performance Analysis

Client Reporting

Quantitative Skills

Analytical Skills

Communication Skills

Problem-Solving Skills

Time Management

Education

Degree in Finance

Degree in Economics

Degree in Mathematics

Tools

Bloomberg

FactSet

Job description

Investment Performance Analyst

Barclay SimpsonLondon Area, United Kingdom (On-site)

Job Title: Performance Analyst Location: Mayfair, London (Hybrid) Company Overview: Founded in the late 1990s, our client is a renowned British Investment Management firm, celebrated for its expertise in equities investments. As one of the pioneering European Hedge Funds, the firm has since evolved and transitioned from hedge fund strategies to long-only equities strategies, aligning more closely with mainstream asset managers. Based in Mayfair, the firm continues to offer innovative investment solutions with a focus on long-term growth. Role Overview: We are seeking a Performance Analyst to join the team in a hybrid role, which will be a combination of Investment Risk, Performance, and Client Reporting responsibilities. This role is primarily weighted towards Performance, but candidates will have exposure to strategic projects across the broader investment risk and client reporting functions. The ideal candidate will have experience in Investment Risk, Performance, or Client Reporting, and will be comfortable working in a dynamic, fast-paced environment. Key Responsibilities:

1. Performance Analysis: Provide detailed performance analysis for equity portfolios, assessing and reporting on returns, risk, and attribution.
2. Investment Risk: Support the investment risk manager to monitor, assess, and report on risk exposures across portfolios, ensuring alignment with the firm's long-term strategy.
3. Client Reporting: Assist in preparing high-quality, client-facing reports on performance, risk, and portfolio updates.
4. Strategic Projects: Contribute to key firm-wide strategic initiatives, working across teams to improve investment performance analysis processes and tools.
5. Data Management & Analysis: Ensure the accuracy and integrity of performance data by regularly updating systems and databases, conducting in-depth analyses and generating insights.
6. Collaboration: Work closely with portfolio managers, investment risk teams, and other stakeholders to provide timely and relevant performance and risk insights.
7. Continuous Improvement: Identify and implement improvements in reporting processes and analytical methodologies to enhance the efficiency and accuracy of performance reporting.

Key Skills & Qualifications:

1. Proven experience in Investment Risk, Performance Analysis, or Client Reporting, preferably within an investment management or hedge fund environment.
2. Strong quantitative skills with a deep understanding of performance measurement, attribution, and risk metrics.
3. Experience with performance and risk tools (e.g., Bloomberg, FactSet, or similar platforms).
4. Excellent analytical and problem-solving abilities, with attention to detail.
5. Strong communication skills, with the ability to present complex performance data in a clear and concise manner to senior stakeholders.
6. Ability to manage multiple tasks and deadlines in a fast-paced, evolving environment.
7. A proactive, team-oriented approach with an ability to work independently as needed.
8. A degree in Finance, Economics, Mathematics, or a related field is desirable.

What We Offer:

1. Competitive salary and benefits package.
2. Hybrid working arrangement.
3. Opportunity to work with a highly respected and evolving investment management firm.
4. Exposure to a variety of strategic projects across performance, investment risk, and client reporting.

If you are a detail-oriented individual with a background in performance analysis or investment risk and are looking to take the next step in your career with a leading investment management firm, we would love to hear from you! To Apply: Please submit your CV.