Junior Performance Analyst

IQ-EQ Group; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated professional to join their Asset Owner Solutions team. This role focuses on delivering transparent performance reporting and analysis for diverse client portfolios, utilizing cutting-edge technology and financial expertise. You'll collaborate closely with clients and internal teams, ensuring the highest standards of reporting while enhancing processes for efficiency. The company prides itself on fostering an inclusive environment that supports your career growth and offers opportunities for continuous learning. If you're passionate about financial services and eager to make an impact, this position is perfect for you.

Qualifications

• University degree in a numerical discipline like Maths, Economics, or Statistics.
• Full or part-qualified accountant or qualified by experience.

Responsibilities

• Monthly delivery of performance reporting for various clients’ portfolios.
• Preparation and review of investment parameters reporting.
• Continuous review and improvement of processes for efficiency.

Skills

Financial Reporting

Performance Analysis

Quantitative Analysis

Client Liaison

Project Management

Education

University degree in Maths

Full or part-qualified accountant

Tools

Microsoft PowerPoint

Microsoft Visio

Job description

The creation of Asset Owner Solutions stems from many years of servicing Multi-Asset, fund of fund clients. Clients have been requesting solutions that provide full transparency on their portfolios, including fundamentally Private Equity Funds and equities & Bonds. Investors need to know the finer details of their total portfolios. They require to “drill down” into their underlying assets and sub-portfolios.

Investor solutions, in addition to providing Investment Accounting services to the Private Markets Fund of Fund clients, leverage state-of-the-art technology (“Cosmos”) alongside technical expertise to deliver dynamic and transparent reporting solutions to the community.

Responsibilities

1. Monthly delivery of pre-agreed performance reporting for various clients’ portfolios
2. Preparation and review of investment parameters reporting
3. Provision of ad-hoc analysis of performance/quantitative reporting
4. Resolution of performance-related queries; main point of contact for clients regarding performance analysis
5. Implementation of change requests, including project work during new client onboardings
6. Participation in workshops and requirements gathering sessions with clients, documenting relevant details for performance reporting, and collaborating with the team on report and dashboard development
7. Continuous review and improvement of processes and procedures to enhance report control environment and departmental efficiency
8. Daily liaison with offshore colleagues in London and overseas, including conference calls and advising on performance analytics and project work
9. Playing an active role in developing and implementing new investor reporting solutions, including testing and design participation
10. Documentation of project tasks, group work, and assignment of responsibilities with supporting communications
11. Proactively documenting procedures and policies during new client onboarding to improve resilience

Qualifications

1. University degree in a numerical discipline such as Maths, Economics, or Statistics
2. Full or part-qualified accountant (ACA/CIMA/ACCA/CFA/CAIA/CPA) or qualified by experience
3. At least 1 year of experience in financial services
4. Proven ability to report under strict deadlines
5. Regular interaction with senior management
6. Good Microsoft PowerPoint and Visio skills are advantageous but not essential
7. Interest in Quants and a statistics background is advantageous

Additional information

At IQ-EQ, we aim to support your full potential by providing an inclusive and diverse environment that fosters your career growth. We emphasize continuous learning and holistic development, offering opportunities across our service lines and international offices.

Company description

IQ-EQ is a leading Investor Services group combining global expertise with a focus on client service. We support fund managers, global corporations, family offices, and private clients worldwide.

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