Senior Investment Performance Attribution Specialist

079 NT Management Services Limited; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

Northern Trust is seeking an experienced Senior Consultant in Investment Performance Attribution Analysis to deliver high-quality attribution across diverse portfolios. You will work with Portfolio Management, Product Management, Sales and Operations, contributing to automation and scalable analytics.

The role requires strong technical and analytical capabilities, knowledge of performance measurement, and familiarity with UK pooled vehicles; collaboration across global teams is essential.

Qualifications

• Bachelor's degree in Finance, Economics, Business or a related discipline.
• CFA and/or CIPM designation strongly preferred.
• Ideally 7+ years of experience in investment management with performance measurement, attribution analysis and reporting.
• Experience in the performance and analytics function of a mid-to-large investment management firm.
• Strong working knowledge of investment analytics platforms and performance reporting tools.
• Proven experience collaborating with investment professionals and cross-functional stakeholders.

Responsibilities

• Act as a subject matter expert in investment performance measurement and attribution, across portfolios and benchmarks.
• Produce, analyse and interpret attribution results with accuracy and timeliness.
• Partner with cross-functional teams to develop and execute the roadmap for performance analytics.
• Identify opportunities for digitisation and automation to improve reporting.
• Provide governance of data, methodologies and processes underpinning performance calculations.
• Collaborate to assess operating models and develop future-state processes.
• Contribute to consistent calculation methodologies and data governance across global teams.
• Stay aware of regulatory developments and industry best practices impacting reporting.

Skills

Investment performance attribution

Portfolio analytics

Benchmark analysis

Stakholder management

Data governance

Digital transformation

Communication to stakeholders

Cross-functional collaboration

Problem solving

Attention to detail

Education

Bachelor's degree in Finance, Economics, or related field

CFA and/or CIPM designation

Tools

BlackRock Aladdin

Investment analytics platforms

Job description

Northern Trust is seeking an experienced Senior Consultant in Investment Performance Attribution Analysis to deliver high-quality attribution across diverse portfolios. You will work with Portfolio Management, Product Management, Sales and Operations, contributing to automation and scalable analytics.

The role requires strong technical and analytical capabilities, knowledge of performance measurement, and familiarity with UK pooled vehicles; collaboration across global teams is essential.