Performance Reporting – Boutique Mayfair based global Asset Manager – Strong $ AUM

JR United Kingdom; City Of London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A boutique global Asset Manager is hiring for a Performance Reporting Analyst role in London. The successful candidate will be responsible for calculating and reviewing performance returns, managing client reporting projects, and supporting the Operations team with data analysis and vendor management. This hybrid position requires strong analytical skills, proficiency in MS Excel, and a solid understanding of asset management principles.

Qualifications

• 1-3 years of experience in Performance Attribution at a reputable Asset Manager.
• Strong analytical skills with attention to detail.
• Understanding of asset management and performance measurement methodologies.

Responsibilities

• Calculate and review performance returns for funds and portfolios.
• Manage projects related to client reporting and performance tools.
• Prepare performance reports monthly, quarterly, and annually.

Skills

Performance Attribution

Data Analysis

MS Excel

Job description

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Performance Reporting – Boutique Mayfair based global Asset Manager – Strong $ AUM, London (City of London)

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Client:

Location:

London (City of London), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

The Role

Martis Search is representing a boutique, established Equity & Fixed Income focused Institutional Asset Management company to hire a permanent “Performance Reporting/ Performance Attribution/ Performance Measurement Analyst.”

The company is an established and successful global Equity & Fixed Income Asset Manager with strong AUM and consistent YoY Funds Performance.

The role reports to their Head of Operations and works in a small Investment Operations team. Our client seeks candidates with 1-3 years of Performance Attribution experience from a reputable Asset Manager.

This role involves calculating and reviewing performance returns for funds, client portfolios, and benchmarks. The successful candidate will lead projects to update performance calculation tools and implement performance attribution systems.

- WFH policy: Hybrid, with a preference for in-office presence.

- Full Specification: To be confirmed this week, but some key points include:

Key Responsibilities:

• Performance Calculation: Calculate and review performance returns for funds, client portfolios, and benchmarks.
• Project Management: Manage projects related to client reporting, including updating performance calculation tools and implementing attribution systems.
• Vendor Management: Coordinate with vendors to meet requirements and support onboarding of new services.
• Data Analysis: Conduct stock and sector attribution, investigate data and performance queries, and perform peer group analysis.
• Reporting: Prepare performance reports monthly, quarterly, and annually.
• Team Collaboration: Oversee outsourced performance measurement and maintain training materials and procedures.
• Integrity: Maintain confidentiality and act with integrity.
• Collaboration: Work effectively with colleagues, clients, and external parties.
• Knowledge & Skills: Strong understanding of asset management, attribution calculations, performance measurement methodologies, and proficiency in MS Excel, with attention to detail and problem-solving skills. Knowledge of accounting and valuation principles is also required.