Performance Analyst

Barclay Simpson; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading investment management firm in London is seeking a detail-oriented Performance Attribution Analyst to support a major platform transition. The role involves producing high-quality attribution reporting for approximately 100 funds, ensuring data quality, and assisting in standardising workflows. Strong performance attribution experience and advanced Excel skills are required. This position offers competitive salary and benefits, including a private medical cover and generous holidays.

Benefits

Competitive salary

Bonus eligibility

Enhanced pension

Private medical cover

Generous holiday allowance

Flexible working hours

Qualifications

• Experience in performance attribution within investment management.
• Strong Excel skills, ideally with VBA knowledge.
• Familiarity with fund structures and performance measurement.

Responsibilities

• Produce monthly and quarterly attribution for around 100 funds.
• Ensure data quality and methodology alignment.
• Support reporting needs and ad hoc requests.
• Help standardise and automate workflows.
• Partner during system migrations providing expertise.

Skills

Performance attribution experience

Excel skills

Data quality assurance

Standardisation and automation

Education

IMC / CFA / IOC / CIPM certification

Tools

Aladdin

VBA

Job description

Performance Attribution Analyst – FTC

We’re looking for a detail-oriented Performance Attribution Support Analyst to support a major platform transition for a leading investment manager. You’ll help deliver high-quality attribution reporting across Multi-Asset and Equity funds while improving processes, reducing risk, and supporting the move to a streamlined, automated framework.

What You’ll Do

• Produce monthly / quarterly spliced attribution for c.100 funds.
• Ensure data quality, consistency, and methodology alignment.
• Support ad hoc attribution requests and client reporting needs.
• Help standardise and automate workflows.
• Partner with internal teams and providers during a multi-year system migration (e.g., Aladdin).
• Provide SME insight into attribution calculations and resolve data issues.

What You Bring

• Experience in performance attribution within investment management.
• IMC / CFA / IOC / CIPM beneficial.
• Strong Excel skills (VBA a plus) and ideally Aladdin experience.
• Solid understanding of fund structures and performance measurement.

Benefits

Competitive salary, bonus eligibility, enhanced pension, private medical cover, generous holiday allowance, flexi...