Investment Performance Analyst

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

Job summary

A recruitment agency is seeking a Graduate Performance and Risk Analyst with a minimum of two years' investment experience. This is a three-month contract based in London, focusing on portfolio performance reporting and data analysis. Ideal candidates will have strong IT analytical skills, proficiency in Excel and VBA, and experience in performance measurement. Competitive salary offered at £60,000 - £65,000 per annum.

Qualifications

• Analyst with Investment Risk, Performance, Asset Allocation, Finance, QIR, NAV background.
• Strong IT and analytical skills essential.
• Experience of Performance Measurement required.

Responsibilities

• Portfolio and Asset performance reporting.
• Quarterly operational data updates with commentaries.
• Maintain a database of fund managers.

Skills

IT Analytical skills

Managing databases

Excel

VBA

Performance Measurement

Handling large amounts of data

Job description

Overview

We are looking for a Graduate Performance and Risk Analyst with at least two years investment experience. Initially a 3 month contract for an Asset manager in the City of London.

Details

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

Qualifications

• Ideally you will be an analyst with either an Investment Risk, Performance, Asset Allocation, Finance, QIR, NAV background at an Investment Bank or Investment Firm.
• Strong IT Analytical skills are essential with a strong knowledge and experience of managing databases, and experience of Excel, VBA is essential.
• Experience of Performance Measurement essential: attribution from first principles, able to calculate and create spreadsheets if required.
• Exposure to Futures and Options
• Knowledge of basic risk measures, ability to calculate from raw data.
• Ability to handle large amounts of data and create databases for interrogation
• Awareness of marketing requirements, experience of RFPs would be helpful.

Responsibilities

• Portfolio and Asset performance reporting
• Quarterly operational data update with commentaries
• Prepare analysis on portfolio leverage and yield profile and other metrics to be determine
• Prepare half yearly Deal Expenses report
• Maintain a database of fund managers, and key metrics including return benchmarking for similar fund managers
• Asset Management and Reporting
• Log quarterly performance data from each fund manager For the fund(s); and for the UP