Performance Analyst

JR United Kingdom; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in sustainable investing is on the lookout for a detail-oriented Performance Analyst. This role offers an exciting opportunity for recent graduates or early-career professionals eager to dive into sustainable finance. You will be instrumental in monitoring and analyzing portfolio performance, enhancing internal processes, and ensuring high-quality client reporting. Join a dynamic team dedicated to impactful investing and contribute to initiatives that promote environmental sustainability. If you're ready to make a difference and grow your career in a supportive environment, this position is perfect for you.

Qualifications

• Recent graduates or early-career professionals are encouraged to apply.
• Up to 2 years of relevant experience preferred.

Responsibilities

• Monitor, analyze, and report on portfolio performance.
• Produce fund performance reports and assist with regulatory reporting.
• Work on investment proposals and improve operational procedures.

Skills

SQL

Python

Microsoft Excel

Microsoft PowerPoint

Attention to detail

Judgement

Education

BSc (Hons) in Finance

BSc (Hons) in Economics

Tools

Bloomberg terminal

Job description

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NB: This job posting requires a mandatory cover letter with your application. Please send to [emailprotected]

Osmosis is an asset management business in what we would argue is the most exciting area of the market - sustainable investing. Our mission is to provide investors with investment solutions that target better risk-adjusted returns while mitigating the environmental impact of their portfolios. Our growth is a testament to the team we have built and the results we have delivered.

About Osmosis

Osmosis launched in 2009 and is majority owned by management and employees. The company is headquartered in London with a presence in the US and a growing presence in Australia.

Our team of quantitative environmental analysts and portfolio managers are singularly focused on delivering three levels of impact: better risk-adjusted returns, measurable environmental reductions, and an active engagement programme to promote better corporate environmental disclosure. Government Pension Funds, State Pension Funds, Insurance Companies, Foundations, Endowments, Family Offices, and Banks are amongst our client roster spanning North and South America, Mainland Europe, Nordics, and the UK.

Job Overview

We are seeking a detail-oriented and proactive Performance Analyst to join our dynamic team. This is an excellent opportunity for a recent graduate or early-career professional looking to gain exposure in sustainable finance and investment operations. The successful candidate will play a key role in monitoring, analysing, and reporting on portfolio performance, helping to enhance internal processes and client reporting standards.

Core responsibilities will include:

1. Maintain and develop the company’s NAV and P&L database.
2. Produce fund performance reports for clients and website in line with Global Investment Performance Standards (GIPS).
3. Coordinating and overseeing periodical reporting requirements (client, funds, etc.)
4. Handle the distribution of fund information with 3rd parties.
5. Annual GIPS verification using annual performance data.
6. Assist with regulatory reporting (MiFID, PRIIPS, etc).
7. Work on investment proposals for prospect clients with the sales team.
8. Involvement in firmwide initiatives from process improvement, fund launches, and regulatory projects.
9. Work within a team to establish improved operational procedures as well as working autonomously.
10. Occasional work with the research team on research projects.
11. Perform other ad-hoc duties as needed.

Skills:

1. BSc (Hons) or higher in a relevant subject (Finance, Economics, or related).
2. Up to 2 years of relevant experience. Recent graduates are welcome to apply.
3. Preference given to those who can code (SQL or Python).
4. Advanced Microsoft Excel and PowerPoint skills.
5. Knowledge of Bloomberg terminal is highly desirable.
6. Excellent attention to detail.
7. Ability to apply a good sense of judgement.

Osmosis recognises the positive value of diversity and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment, we welcome applications from all suitably qualified persons – people of all ages, sexual orientations, backgrounds, religions, and beliefs. We particularly encourage applications from women, disabled, and Black, Asian, and minority ethnic candidates as these groups are underrepresented throughout the financial services industry.