Performance Analyst (Entry level - 6mth FTC)

0000050721 RBC Global Asset Management (UK) Limited; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading company in Asset Management is seeking a Performance Analyst for a 6-month fixed-term contract. This entry-level role offers the opportunity to provide critical investment performance reporting and analysis. Candidates should have a degree in finance or accounting, strong analytical skills, and proficiency in Excel. The position promises professional growth within a progressive team environment in London.

Benefits

Flexible work/life balance options

Opportunities for personal development

Dynamic and collaborative work environment

Qualifications

• Must have a degree in Finance or Accounting or equivalent.
• Analytical skills with ability to manipulate large data sets.
• Proficiency in Microsoft Excel is essential.

Responsibilities

• Maintain investment performance reporting on a daily/weekly/monthly basis.
• Create performance reports and ensure accurate securities pricing.
• Compile GIPS composite performance data using GAM systems.

Skills

Analytical Skills

Problem Solving

Attention to Detail

Communication

Interpersonal Relationships

Education

Degree in Finance or Accounting

Tools

Microsoft Excel

SQL

Python

Job description

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Performance Analyst (Entry level - 6mth FTC), London

Client:

Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

6f3a07def0ab

Job Views:

24

Posted:

22.06.2025

Expiry Date:

06.08.2025

Job Description:

Job Description

In the position of Performance Analyst (Entry-level 6mth FTC) for RBC BlueBay Asset Management, you will provide accurate and timely investment performance reporting and analysis for a variety of products focusing primarily on the fixed income asset class for mutual funds, pools, and segregated accounts. This is a great entry-level opportunity for a recent graduate to get into the Asset Management industry.

What will you do?

1. Maintain Investment performance on a daily/weekly/monthly basis.
2. Work with investment teams to design/develop accurate/relevant reporting based on the investment approach.
3. Maintain details on portfolio holdings and characteristics for internal marketing, compliance, and 3rd party data vendors.
4. Ensure accurate pricing, classifications, transactions, pledges and corporate actions of securities held in portfolios.
5. Create daily, weekly, monthly and quarterly performance reports.
6. Compile GIPS composite performance data using GAM systems. Ensure performance data accurately reflects the status of the portfolios.

What do you need to succeed?

Must Have

• Degree in Finance or Accounting or equivalent
• Analytically skilled, creative problem solver with ability to produce, analyze and manipulate large sets of data. Strong attention to detail.
• Proficiency in Microsoft Excel.

Nice to Have

• A solid understanding of fixed Income securities, rate of return calculations, and awareness of security types across multiple asset classes.
• Strong technology skills (SQL, Python).
• Strong communication, presentation, and interpersonal skills.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across business and geographies.

Job Skills Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Taking Initiative

Additional Job Details

Address: 100 BISHOPSGATE, LONDON

City: London

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: Wealth Management

Job Type: Student/Coop (Fixed Term)

Pay Type: Salaried

Posted Date: 2024-05-31

Application Deadline: 2024-06-12

Inclusion and Equal Opportunity Employment

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