Performance Attribution Analyst

Barclay Simpson; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading investment management firm is seeking a Performance Attribution Analyst for a 12-month FTC in Greater London. This role supports a major platform transition, focusing on high-quality attribution reporting across multiple funds while enhancing processes and reducing risk. The ideal candidate will have experience in performance attribution, strong Excel skills, and familiarity with Aladdin. You’ll collaborate with internal teams and contribute to workflow automation in a dynamic environment.

Qualifications

• Experience in performance attribution within investment management.
• IMC/CFA/IOC/CIPM beneficial.
• Strong Excel skills and ideally Aladdin experience.

Responsibilities

• Produce monthly/quarterly spliced attribution for c.100 funds.
• Ensure data quality, consistency, and methodology alignment.
• Support ad hoc attribution requests and client reporting needs.

Skills

Performance attribution

Strong Excel skills

Data quality assurance

Education

IMC/CFA/IOC/CIPM certification

Tools

Aladdin

VBA

Job description

We’re looking for a Performance Attribution Analyst to support on a 12-month FTC, to aid in a major platform transition. You’ll help deliver high-quality attribution reporting across Multi-Asset and Equity funds while improving processes, reducing risk, and supporting the move to a streamlined, automated framework.

What You’ll Do

• Produce monthly/quarterly spliced attribution for c.100 funds.
• Ensure data quality, consistency, and methodology alignment.
• Support ad hoc attribution requests and client reporting needs.
• Help standardise and automate workflows.
• Partner with internal teams and providers during a multi-year system migration (e.g., Aladdin).
• Provide SME insight into attribution calculations and resolve data issues.

What You Bring

• Experience in performance attribution within investment management.
• IMC/CFA/IOC/CIPM beneficial.
• Strong Excel skills (VBA a plus) and ideally Aladdin experience.
• Solid understanding of fund structures and performance measurement.