Senior Performance Analyst - Remote Working

Peritus Investment Consultancy; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A wealth consultancy firm is seeking a Senior Performance Analyst for a remote role. The candidate will be responsible for obtaining client data, inputting performance data accurately, and creating performance reports. The ideal candidate has 5+ years of experience in investment administration, strong IT skills, and excellent communication abilities. The position offers health and home working benefits, with occasional travel to Zurich.

Benefits

Health and home working benefits

Qualifications

• 5 or more years experience in a performance / investment administration role.
• Highly motivated with strong ethics and integrity.
• Excellent administration, communication, and organization skills.

Responsibilities

• Obtaining client related data from investment institutions.
• Ensuring accurate and timely input of performance data.
• Creating and reviewing performance reports on a quarterly basis.

Skills

Strong IT skills in Microsoft Office Suite, especially Excel

Excellent command of written and spoken English

Experience of Morningstar

Knowledge of the investment industry

Education

Education in business, finance or related areas

Job description

Senior Performance Analyst – Remote Working

Peritus Investment Consultancy is an independent consultant providing wealth guidance services for high‑net‑worth individuals and trusts along the investment consultancy model.

Key Responsibilities

• Obtaining client related data from investment institutions
• Ensuring accurate and timely input of performance data
• Creating and reviewing performance reports on a quarterly basis
• Facilitating investment‑related communication with clients and institutions
• Maintaining and updating CRM and performance database

Qualifications

• Education in business, finance or related areas.
• Excellent command of written and spoken English
• Strong IT skills in Microsoft office Suite, especially Excel
• 5 or more years experience in an performance / investment administration role
• Experience of Morningstar an advantage
• Knowledge of the investment industry an advantage

Personal Qualities

• Highly motivated
• Strong ethics and integrity
• Excellent administration, communication and organisation skills
• Strong attention to detail
• Robust problem solving skills
• Must be self‑motivated and able to manage your own strict deadlines
• Applicants must be strong team players

Compensation

Annual remuneration will comprise a fixed salary in line with the candidate’s qualifications, experience and professional expertise.

Location

This position is 100% a remote role to be performed at the individual’s home. Health and home working benefits provided.

Travel to the company office in Zurich will take place from time to time.

How to Apply

Please apply in English with full CV and references and supporting documents.