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Performance Analyst
Job summary
A leading investment management firm in London is seeking a detail-oriented Performance Attribution Analyst to support a major platform transition. The role involves producing high-quality attribution reporting for approximately 100 funds, ensuring data quality, and assisting in standardising workflows. Strong performance attribution experience and advanced Excel skills are required. This position offers competitive salary and benefits, including a private medical cover and generous holidays.
Benefits
Qualifications
- Experience in performance attribution within investment management.
- Strong Excel skills, ideally with VBA knowledge.
- Familiarity with fund structures and performance measurement.
Responsibilities
- Produce monthly and quarterly attribution for around 100 funds.
- Ensure data quality and methodology alignment.
- Support reporting needs and ad hoc requests.
- Help standardise and automate workflows.
- Partner during system migrations providing expertise.
Skills
Education
Tools
We’re looking for a detail-oriented Performance Attribution Support Analyst to support a major platform transition for a leading investment manager. You’ll help deliver high-quality attribution reporting across Multi-Asset and Equity funds while improving processes, reducing risk, and supporting the move to a streamlined, automated framework.
- Produce monthly / quarterly spliced attribution for c.100 funds.
- Ensure data quality, consistency, and methodology alignment.
- Support ad hoc attribution requests and client reporting needs.
- Help standardise and automate workflows.
- Partner with internal teams and providers during a multi-year system migration (e.g., Aladdin).
- Provide SME insight into attribution calculations and resolve data issues.
- Experience in performance attribution within investment management.
- IMC / CFA / IOC / CIPM beneficial.
- Strong Excel skills (VBA a plus) and ideally Aladdin experience.
- Solid understanding of fund structures and performance measurement.
Competitive salary, bonus eligibility, enhanced pension, private medical cover, generous holiday allowance, flexi...
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.