Performance Data Analyst

BARING INVESTMENT SERVICES LIMITED; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A global investment firm in London is seeking a motivated Performance Data Analyst to support performance reporting and ensure data integrity. You'll work closely with investment, operations, and technology teams on performance initiatives, requiring strong analytical skills and a relevant degree. Previous knowledge of performance platforms and proficiency in Excel are essential for this role, which also offers a collaborative environment and professional growth opportunities.

Qualifications

• Solid understanding of performance and attribution methodologies.
• Proven ability to work independently and in a team.
• Knowledge of performance platforms is advantageous.

Responsibilities

• Produce and validate performance analysis and reporting.
• Liaise with front office departments for ongoing requirements.
• Maintain documentation and contribute to knowledge sharing.

Skills

Analytical skills

Communication skills

Team collaboration

Proficiency in Excel

Critical thinking

Education

Bachelor’s degree in Finance, Economics, Mathematics

Tools

SQL

Aladdin

Bloomberg

Factset

Job description

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Job Summary

We are seeking a motivated and detail-oriented Performance Data Analyst to join our Performance & Attribution team within the Global Technology and Data Group in London or Charlotte. This role plays a key part in supporting the delivery of accurate and timely performance and attribution reporting across Barings’ global investment platform, covering both public and private markets.

As a Performance Data Analyst, you will be responsible for the production, validation, and oversight of performance data and reports. You will collaborate closely with internal stakeholders across investment, operations, and technology teams, as well as with external vendors, to ensure the integrity and consistency of performance outputs. You will also contribute to ongoing initiatives aimed at enhancing our performance measurement capabilities and supporting strategic business goals.

Primary Responsibilities

• Ensure accurate production of all regular and ad-hoc performance analysis, attribution and ex-post risk data for both internal and external recipients.
• Perform or oversee quality control checks on output produced by other analysts.
• Liaise with Barings front office departments to ascertain ongoing requirements and work with the team to implement these goals.
• Ensure that ad-hoc tasks and queries are acknowledged in a timely and professional manner, and that regular updates are provided as necessary.
• Assist other global team members as necessary and where reasonable to meet requirements and deliverables.
• Maintain a working relationship with our key data vendors and ensure that the upkeep of service quality and process improvement are priority agendas.
• Seek efficiency gains in our operational processes and work with technology support teams to drive automation and scalable workflows.
• Assist with required initiatives such as project management, documentation, audit requests, system testing and internal trainings when required.
• Maintain documentation and contribute to knowledge sharing within the team.
• Act as an ambassador for the team.
  
  

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, or a related field preferred.
• Progress toward or completion of CIPM, CFA, or similar professional qualification is advantageous.
• Demonstrate a solid understanding of performance and attribution methodologies across all asset classes, i.e. Brinson attribution, Fixed Income attribution and multi-asset attribution.
• Knowledge of performance platforms such as Aladdin, Factset, Statpro, Bloomberg, Morningstar.
• Proficiency in Excel; experience with SQL, or other data tools is a plus.
• Proven ability to work both independently and in a team environment across a global platform.
• Proven analytical and critical thinking skills with the ability to gather, analyze, organize and report information, results and recommendations.
• Ability to establish and maintain relationships at all levels in the organization.
• Ability to manage several projects in different stages of completion concurrently.
• Ability to rapidly learn the Barings infrastructure and proprietary tools.
• Detailed reporting and presentation requirements a must.
  
  

Requisite Skills

Additional Skills

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.