Performance Manager

Mason Blake; Greater London; On-site; USD 80,000 - 135,000; Full time

Job summary

An established industry player in investment management is seeking a Performance Team Manager to lead a high-performing team. This role involves overseeing performance analysts, managing vendor relationships, and ensuring the seamless onboarding of funds onto a new performance platform. The ideal candidate will possess a strong background in investment performance and attribution, alongside technical skills in SQL and Python. This is a fantastic opportunity for a senior professional to make a significant impact in a dynamic environment, driving innovative solutions to meet client needs while collaborating with various teams across the organization.

Qualifications

• Experience in Investment Performance & Attribution, particularly with fixed income and LDI products.
• Strong analytical skills with a structured approach to documentation.

Responsibilities

• Lead a team of performance analysts, ensuring timely project delivery.
• Manage third party performance metrics and relationships.

Skills

Investment Performance & Attribution

SQL

Excel VBA

Python

Quantitative Analysis

Documentation Skills

Education

Quantitative Degree

Investment Qualification (CFA, CIPM, FRM, IMC)

Tools

B-Portal

Job description

Our client is a leading player within the investment management sector. Due to team expansion, they are now looking for a Performance Team Manager to join on a permanent basis.

The Performance Team Manager will take responsibility for the following:

• Responsible for a team of performance analysts and specialists: setting priorities and ensuring the timely delivery of all project and BAU tasks.
• Provide oversight of third party performance metrics and attribution across all funds.
• Relationship management of the 3rd party administrator.
• Manage the onboarding and migration of all funds into a new performance platform.
• Establish a robust oversight model for all data feeds into a new performance engine including: instrument, portfolio static, client, index and accounting data.
• Work in partnership with the Investment, Distribution and Product teams to identify opportunities and develop innovative and scalable solutions to expand the team’s coverage and meet the needs of the business’ clients.
• Manage third party vendor relationships.

The Performance Team Manager will also need the following qualifications:

• Experience of Investment Performance & Attribution (Fixed income and LDI products).
• Evidence of a structured approach to analysis and documentation, using recognised tools and techniques.
• Experience of SQL, visualization tools (e.g. B-Portal) and Excel VBA.
• Quantitative degree and investment qualification (e.g. CFA, CIPM, FRM, IMC or equivalent).
• Experience of Python.
• Understanding of derivatives and their use in asset management.

This is an exciting opportunity for a Senior Performance professional to join a high-performing team on a fixed term contract basis.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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