Performance and Attribution Analyst

Hays; City Of London; Hybrid; GBP 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a detail-oriented Performance and Attribution Analyst to enhance their dynamic team. This role is pivotal in calculating and reviewing performance returns for various funds and client portfolios. The successful candidate will lead projects to update performance tools and implement attribution systems, ensuring the firm remains at the forefront of investment management. With a focus on collaboration and innovation, this position offers a competitive salary, strong bonus potential, and a hybrid working environment in the heart of the City of London. If you are passionate about asset management and data analysis, this opportunity is perfect for you.

Benefits

Competitive Salary

Strong Bonus

Benefits

Hybrid Working Environment

Qualifications

• Experience in calculating performance for client portfolios and funds.
• Strong understanding of asset management and performance measurement methodologies.

Responsibilities

• Calculate and review performance returns for funds and client portfolios.
• Lead projects to update performance calculation tools and attribution systems.

Skills

Performance Measurement

Data Analysis

Project Management

Client Reporting

Collaboration

MS Excel

Integrity

Education

IMC or CIPM qualification

Tools

FactSet

Bloomberg

MSCI BarraOne

StatPro

Job description

Hays City Of London, England, United Kingdom

Performance and Attribution Analyst

Hays City Of London, England, United Kingdom

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About the Role:

A leading investment management firm is seeking a detail-oriented Performance and Attribution Analyst to join their dynamic team. This role is crucial for calculating and reviewing performance returns for funds, client portfolios, and benchmarks. The successful candidate will also lead projects to update performance calculation tools and implement performance attribution systems.

About the Company:

The company is a prominent investment management firm known for its commitment to delivering exceptional results for its clients. It fosters a collaborative and inclusive work environment where innovation and excellence are prioritized. With a focus on integrity and professionalism, the firm supports a diverse range of clients, including institutional investors, charities, and private clients. The team is dedicated to continuous improvement and professional development, ensuring they remain at the forefront of the industry.

Key Responsibilities:

• Performance Calculation: Calculate and review performance returns for funds, client portfolios, and benchmarks.
• Project Management: Lead projects related to client reporting, including updating performance calculation tools and implementing performance attribution systems.
• Vendor Management: Collaborate with vendors to meet requirements and support onboarding and rollout of services.
• Data Analysis: Calculate stock and sector-level attribution, investigate data and performance queries, and provide peer group analysis.
• Reporting: Prepare performance reports on a monthly, quarterly, and annual basis.
• Team Collaboration: Oversee outsourced performance measurement and contribute to training materials and procedures.
• Integrity: Maintain strict confidentiality and act with integrity.
• Collaboration: Work effectively with colleagues, clients, and partners.
• Knowledge & Skills: Strong understanding of asset management, attribution calculations, performance measurement methodologies, and proficiency in MS Excel, with knowledge of accounting and valuation principles.

Experience and Qualifications:

• Experience in calculating client portfolio, fund, and benchmark performance.
• Experience within an asset manager or third-party performance measurement team.
• Exposure to equity, fixed income, and multi-asset securities.
• Familiarity with market data vendors like FactSet, Bloomberg, or Morningstar.
• Experience with performance software such as FactSet, Lipper, MSCI BarraOne, or StatPro.
• IMC or CIPM qualification is preferable.

This role offers a competitive salary, strong bonus, benefits, and a hybrid working environment based in the City of London.

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Seniority level

• Mid-Senior level

Employment type

• Temporary

Job function

• Other

Industries

• Investment Management