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

Martis Search; London; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A leading company in the Investment Management sector is seeking a Performance Reporting/Performance Attribution/Measurement Analyst. The role involves calculating and reviewing performance returns, managing projects, and collaborating within a small Investment Operations team. Ideal candidates will have 1-3 years of relevant experience and strong analytical skills, particularly in MS Excel and performance attribution methodologies.

Qualifications

• Minimum 1-3 years of Performance Attribution experience.
• Strong 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 monthly, quarterly, and annual performance reports.

Skills

Numeracy

Attention to Detail

Problem Solving

Data Analysis

Advanced MS Excel

Job description

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Martis Search provided pay range

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Founder – Financial Services Recruitment at Martis Search - ++(44) 20 3854 1281 (dl)

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 are an established and successful global Equity & Fixed Income Asset Manager with strong a strong $ AUM and consistent YoY Funds Performance.

The role reports into their Head of Operations and works in a small Investment Operations team. Our client is looking for someone with a minimum of between 1-3-years Performance Attribution experience gained from a reputable Asset Manager.

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

-WFH policy: Hybrid with a preference to be in the office more than working-from-home.

- Full Spec: TBC this week but some key points are as follows:

Key Responsibilities:

• Performance Calculation: Calculate and review performance returns for funds, client portfolios, and benchmarks.

• Project Management: Own projects from a client reporting perspective, including updating performance calculation tools and implementing performance attribution systems.

• Vendor Management: Work with vendors to ensure requirements are met and support the onboarding and rollout of additional services.

• Data Analysis: Calculate stock and sector-level attribution, investigate and resolve performance and data queries, and provide peer group analysis.

• Reporting: Prepare monthly, quarterly, and annual performance reporting data and reports.

• Team Collaboration: Participate in the oversight of outsourced measurement of investment performance and contribute to maintaining performance reporting training materials and procedures.

• Integrity: Act with integrity and maintain strict confidentiality.

• Collaboration: Work effectively and collaboratively with colleagues, customers, and counterparties.

• Knowledge: Strong understanding of asset management, attribution calculations, and performance measurement methodologies.

• Skills: Numerate and accurate with excellent attention to detail, strong problem-solving acumen, advanced MS Excel skills, and knowledge of accounting and valuation principles.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst and Finance

• Industries

  Investment Management and Financial Services

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