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Junior Performance Analyst

Mason Blake

London

On-site

GBP 30,000 - 50,000

Full time

30+ days ago

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Job summary

An established industry player in investment management is seeking a Junior Performance Analyst to join their dynamic team. This role offers a fantastic opportunity for individuals with a background in performance and data analysis to enhance their skills and contribute to impactful projects. You will be involved in calculating performance metrics, producing reports, and improving reporting processes using advanced tools like Excel and SQL. If you are a problem solver with a numerical mindset and eager to grow in a vibrant environment, this position is perfect for you. Join a high-performing team and take your career to the next level in a competitive and rewarding field.

Qualifications

  • 1-3 years of experience as a Performance or Data Analyst in investment management.
  • Knowledge of asset classes and report production in investment operations.

Responsibilities

  • Calculate and analyze performance using performance systems and spreadsheets.
  • Produce performance reports and develop performance data systems.

Skills

Performance Analysis
Data Analysis
Problem Solving
Numerical Skills

Education

Numerical Degree
IMC or IOC Certification

Tools

Excel
VBA
SQL

Job description

Our client is a leading name within the investment management industry. As a result of the company’s success, they are now looking to recruit a Junior Performance Analyst to join their high-performing team on a permanent basis.

Reporting to the Head of Performance, the Junior Performance Analyst will take responsibility for the following duties:

  1. Calculating and analysing performance and attribution using specific performance systems as well as some manual spreadsheets.
  2. Calculating all GIPS composites, MI Reports, and Board reporting.
  3. Production of performance reports.
  4. Developing performance data and performance systems to enhance the performance reporting process.
  5. Leading ad hoc data-centric projects to improve efficiency within the Performance team.
  6. Writing commentaries to explain fund performance.
  7. Performance measurement.
  8. Enhancing the current performance reporting process by using advanced Excel, VBA, and/or SQL.

The Junior Performance Analyst will meet the following skill set:

  1. 1-3 years’ previous experience working as a Performance Analyst or Data Analyst within an investment management house.
  2. Experience of report production within investment operations.
  3. Knowledge of all main asset classes.
  4. Sees themselves as a natural problem solver.
  5. Holds the IMC or IOC (or is working towards completion).
  6. Highly numerate – numerical degree is preferred.

This is an exciting opportunity for junior candidates with strong buy-side Operations experience, ideally with Performance Analysis and/or Data Analysis experience looking to excel their career as a Performance Analyst in a dynamic and lively team at an award-winning asset management house.

If you believe your background meets the criteria, please apply with a copy of your CV.

Note, this is a highly competitive position. We receive a high volume of applicants and are unable to respond to each CV we receive.

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