Performance and Attribution Analyst

JR United Kingdom; 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 join their dynamic team in London. This role is essential for calculating and reviewing performance returns for funds and client portfolios. The successful candidate will lead projects to enhance performance calculation tools while collaborating closely with vendors and internal teams. With a strong commitment to innovation and excellence, this firm fosters a collaborative work environment that supports professional development. If you have a keen eye for detail and a passion for asset management, this opportunity is perfect for you.

Benefits

Competitive salary

Strong bonus

Benefits package

Hybrid working environment

Qualifications

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

Responsibilities

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

Skills

Performance Calculation

Data Analysis

Project Management

MS Excel

Problem-Solving

Attention to Detail

Education

IMC or CIPM

Tools

FactSet

Bloomberg

Morningstar

Lipper

MSCI BarraOne

StatPro

Job description

Performance and Attribution Analyst, London (City of London)

Client: Hays

Location: London (City of London), United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 2

Posted: 08.05.2025

Expiry Date: 22.06.2025

Job Description:

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 focused on innovation and excellence. The firm supports a diverse range of clients, including institutional investors, charities, and private clients, and emphasizes continuous professional development.

Key Responsibilities:

• Calculate and review performance returns for funds, client portfolios, and benchmarks.
• Manage projects related to client reporting, including updating performance calculation tools and implementing attribution systems.
• Coordinate with vendors to meet requirements and support onboarding of new services.
• Perform data analysis, including stock and sector attribution, resolving data queries, and peer group analysis.
• Prepare performance reports on a monthly, quarterly, and annual basis.
• Oversee outsourced performance measurement processes and maintain training materials and procedures.
• Maintain integrity and confidentiality at all times.
• Collaborate effectively with colleagues, clients, and external parties.
• Apply strong knowledge of asset management, attribution calculations, and performance measurement methodologies.
• Demonstrate numeracy, accuracy, problem-solving skills, advanced Excel skills, and understanding of accounting and valuation principles.

Experience and Qualifications:

• Experience in calculating performance for client portfolios, funds, and benchmarks.
• 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 such as FactSet, Bloomberg, or Morningstar.
• Experience with performance software like FactSet, Lipper, MSCI BarraOne, or StatPro.
• IMC or CIPM qualifications are preferable.

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

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