Performance & Attribution Analyst FTC

JR United Kingdom; 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 fixed-term contract. The role involves producing investment reports, analyzing portfolio data, and enhancing reporting processes. Candidates should have a minimum of 2 years' experience and proficiency in relevant systems.

Qualifications

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

Responsibilities

• Produce monthly, quarterly, and ad-hoc investment reports.
• Analyze portfolio data and create custom analytics for decision support.
• Lead reporting enhancement projects and troubleshoot reporting issues.

Skills

Performance and attribution analysis

Client reporting

Troubleshooting reporting issues

Tools

FactSet

Bloomberg

Advent (APX)

Job description

Performance & Attribution Analyst FTC, London

Client: William Rose Associates

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 1

Posted: 25.05.2025

Expiry Date: 09.07.2025

Job Description:

William Rose Associates is partnering with an established financial services firm based in London, seeking a Performance & Attribution Analyst for 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 require hands-on experience in performance and attribution.
• Proficiency in systems such as FactSet, Bloomberg, or Advent (APX) is highly desirable.
• Experience with traditional investment products (long-only equity and fixed income strategies).

Overview | Performance & Attribution Analyst, FTC

The role involves producing monthly, quarterly, and ad-hoc investment reports, analyzing portfolio data, and creating custom analytics for decision support. Responsibilities include troubleshooting reporting issues, leading reporting enhancement projects, and participating in strategic initiatives across segments.