Performance Analytics Specialist - Hybrid & Growth

Columbia Threadneedle Investments; Greater London; Hybrid; GBP 55,000 - 80,000; Full time

Job summary

Columbia Threadneedle Investments in London is seeking a Performance Analytics Associate to support investment performance measurement and analysis. You will collect, validate, and analyze data to ensure timely, accurate performance information for clients, marketing materials, and management.

The role involves producing standard and ad-hoc reports, interpreting questions from clients and sales teams, and contributing to improvement projects, including automation of reporting.

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 and meet deadlines.
• Proficiency with Microsoft Office tools, especially Excel and Access.
• Team player who collaborates effectively.

Responsibilities

• Collecting and updating performance information such as portfolio and benchmark data.
• Reconciling and analyzing returns generated by performance system using analytical tools to identify and resolve issues.
• 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 that support investment management, sales, and client reporting.
• Effectively 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 either in a team or self-directed environment, such as automating report solutions or participating in departmental projects.

Skills

Numerical analysis

Communication skills

Problem solving

Organizational skills

Independent work

Team player

Microsoft Office proficiency

Education

Business/Finance/Accounting degree

Tools

Microsoft Excel

Microsoft Access

FactSet

Aladdin

Job description

Columbia Threadneedle Investments in London is seeking a Performance Analytics Associate to support investment performance measurement and analysis. You will collect, validate, and analyze data to ensure timely, accurate performance information for clients, marketing materials, and management.

The role involves producing standard and ad-hoc reports, interpreting questions from clients and sales teams, and contributing to improvement projects, including automation of reporting.