Portfolio & Performance Analysis Senior Associate

TN United Kingdom; London; On-site; GBP 100,000 - 125,000; Full time

Job description

Client:

Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

0feb452fe760

Job Views:

8

Posted:

04.04.2025

Expiry Date:

19.05.2025

Job Description:

Are you looking for an exciting opportunity to join a dynamic team in a fast-paced and challenging area? This is a unique opportunity for you to work in the Portfolio Analysis Group (PAG) to partner with the businesses.

As a Portfolio & Performance Analysis Senior Associate within the Global Solutions and Alternatives team, you will collaborate closely with your fellow Global PAG Team members, the Technology teams, investment teams, and stakeholders to deliver accurate and insightful performance measurement and attribution analysis & reporting. You will have a unique opportunity to contribute to the success of one of the world's leading financial institutions while gaining exposure to diverse investment strategies across asset classes. Additionally, you will serve as a regional point of contact for business stakeholders, including portfolio managers, investment specialists, and client reporting teams. Your coverage will be global with teams in India, New York, Columbus, Taiwan, and Hong Kong, with the reporting line to a manager based in the UK.

Job Responsibilities

• Assist in conducting ex-post performance measurement and attribution analysis for Global Solutions and Alternative Investments portfolios to evaluate strategy effectiveness and outcomes, including onboarding and validating performance and attribution.
• Develop a working proficiency of Global Multi-Asset Solutions, Equity Beta and Quantitative Investment Strategies and Alternatives, including account structures and end-to-end performance and attribution workflows.
• Review output of performance and attributions strategic systems based upon underlying data sets relative to markets, identifying data quality and completeness issues.
• Work with Product Owners, Technology, and Business stakeholders to implement new features and enhancements in the strategic Performance & Attribution systems.
• Build relationships with key stakeholders, including Portfolio Managers, Investment Specialists, Investment Directors, and Client Account Managers.
• Work with cross-functional teams to refine processes, policies, and procedures related to performance, attribution, and risk analytics.
• Collaborate with team members to investigate and resolve queries/issues related to performance/attribution sign-off.
• Ensure adherence to PAG controls processes, timely Standard Operating Procedure (SOP) updates, and enable a governance-oriented migration to strategic platforms.

Required qualifications, capabilities, and skills

• Relevant experience in financial services, focusing on portfolio analytics, performance measurement, attribution, and risk management.
• Strong analytical and problem-solving skills, with attention to detail and a proactive approach to identifying issues.
• Excellent communication and interpersonal skills, with the ability to present complex information effectively.
• Self-motivated and capable of working independently with minimal guidance.
• Undergraduate degree in finance, economics, actuarial science, business management, or a related field.
• Hands-on experience with large datasets, proficiency with MS Excel, and experience with Python/SQL programming.

Preferred qualifications, capabilities, and skills

• Progress towards advanced degree or certifications such as CFA or CAIA is advantageous.
• Experience with leveraging AI/LLMs to accomplish business objectives.

Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit.

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Created on 04/04/2025 by TN United Kingdom