Investment Performance & Analytics Analyst

50100 Threadneedle Ast Mgt Hld Ltd; City Of London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Columbia Threadneedle Investments is seeking a performance analytics professional to support initiatives around investment performance measurement and analysis. You will collect, communicate, measure, and analyze performance data to ensure accuracy and timely reporting for clients, marketing materials, investment professionals and management.

You will update portfolio and benchmark data, reconcile returns, produce attribution reports, and develop standard/ad-hoc reports to support investment

Qualifications

• Educated in Business, Finance, Accounting, or equivalent.
• Experience in investment management or financial services.
• Strong numerical and communication skills, both oral and written.
• Critical thinker with strong problem solving skills.
• Strong organizational skills.
• Ability to work independently.
• Proficiency with Microsoft Office Tools, such as Microsoft Excel and Access.
• A strong team player who is able to successfully meet deadlines.

Responsibilities

• Collecting and updating performance information such as portfolio and benchmark data; reconciling and analyzing returns.
• Producing, developing, ensuring the data integrity, and distributing performance measurement and attribution reports.
• Preparing standard and ad-hoc performance and attribution reports on a daily/weekly/monthly basis for investment management, sales, and client reporting.
• Interpreting, analyzing, and communicating performance-related questions from clients, marketing, investment professionals and management.
• Participating in project-oriented initiatives to meet the objectives of the performance analytics department, including automating report solutions.

Skills

Numerical ability

Communication skills

Independent work

Team player

Problem solving

Education

Business/Finance/Accounting related degree

Tools

Microsoft Excel

Access

FactSet

Aladdin

Job description

Columbia Threadneedle Investments is seeking a performance analytics professional to support initiatives around investment performance measurement and analysis. You will collect, communicate, measure, and analyze performance data to ensure accuracy and timely reporting for clients, marketing materials, investment professionals and management.

You will update portfolio and benchmark data, reconcile returns, produce attribution reports, and develop standard/ad-hoc reports to support investment