Performance & Attribution Analyst FTC

William Rose Associates; Greater London; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading financial services firm in London is seeking a Performance & Attribution Analyst for a 12-month contract. The role involves producing investment reports, analyzing portfolio data, and enhancing reporting capabilities. Ideal candidates will have at least 2 years of relevant experience and proficiency in financial systems.

Qualifications

• Minimum of 2 years’ experience in performance and attribution analysis.
• Hands-on exposure to performance and attribution for client reporting.
• Proficiency in FactSet, Bloomberg, or Advent (APX) is highly desirable.

Responsibilities

• Produce monthly, quarterly, and ad-hoc investment reports.
• Analyze portfolio data and generate custom analytics.
• Troubleshoot reporting issues and lead projects for improvement.

Skills

Performance analysis

Attribution analysis

Client reporting

Data analysis

Tools

FactSet

Bloomberg

Advent (APX)

Job description

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About the Role

William Rose Associates is partnering with an established financial services firm based in London. They are seeking a Performance & Attribution Analyst to join on a 12-month FTC.

Essential Skills | Performance & Attribution Analyst, FTC

• Minimum of 2 years’ experience in performance and attribution analysis. Candidates with client reporting backgrounds must also have hands-on exposure to performance and attribution.
• Proficiency in systems such as FactSet, Bloomberg, or Advent (APX) is highly desirable.
• Experience with traditional investment products like long-only equity and fixed income strategies.

Role Overview

The analyst will produce monthly, quarterly, and ad-hoc investment reports, analyze portfolio data, and generate custom analytics to support decision-making. Responsibilities include troubleshooting reporting issues, leading projects to improve reporting capabilities, and contributing to strategic initiatives across business segments.

Additional Details

• Seniority Level: Associate
• Employment Type: Contract
• Job Function: Other
• Industry: Investment Management