You are on page 1of 3

Job

Description

Job / Position: Performance Analyst Reporting to: Head of IMS Investment Analytics UK

Job Description
Overall purpose of the role:
● Provide Performance Measurement Services within IMS Investment Analytics
● Provide necessary support to other Investment Analytics Functions, Equity, Multi-Asset & Fixed Income
Attribution Teams as well as GIPS Services, Change Management and JV Oversight
● Management Information Statistic (MIS) and Service Level Agreement (SLA) maintenance
● Produce accurate and timely Performance data
● Performance reporting follows a monthly cycle for the Institutional Marketing / Fund Managers / Senior
Management.
● Provide technical expertise on Performance & Attribution to clients and other departments
● Assists where necessary to produce ad-hoc Performance data for other Departments
● Provide feedback to the Investment Decision Process.
● Maintain strong internal / external relations
● Help drive team forward and promote team working
● Performance reporting to be completed within SLA targets
● Project work, including on-boarding new clients, new systems and liaising with multiple stakeholders

Key Tasks and Responsibilities:


Job rotation and career enhancement (formal and informal training) is also a part of the ethos within the team environment.
These include :
● Produce accurate and timely Performance data, from in house and 3rd party Performance systems, on a
monthly/quarterly basis for Equities, Fixed and Balanced clients.
● Report to Fund Managers, Client Reporting & Institutional Marketing in a timely manner. Ability to
produce top level and attribution, equity, unitized and Fixed Income products.
● Assist where necessary to produce ad-hoc Performance Measurement for multiple clients
● Maintain strong relations with various areas of IMS and with the client directly via regular consultations
and correspondence.
● Help drive team forward and promote team-working
● Benchmark control – action requests for costing of new indices required by the client, communicating
costs and sign off. Correspond with various departments to ensure we and the clients are licensed, and initiate
the addition of new data to SSC internal systems.
● Engage in the Change Management Process for the Investment Analytics team. Ensuring all changes
logged from the client and affecting the team are actioned accordingly. Correspond with the Change team to
highlight any missing information requirements and communicate issues we may have. Delegation of Change
Requests to respective members of the IMS Investment Analytics team, and ensuring responses are given to
the Change Team within the agreed SLA timelines.
● JV oversight – regular communication with the JV for oversight of the daily, weekly and monthly tasks.
Ensuring the SLA and KPI requirements are met and any issues are raised appropriately, including regular
meetings and discussions with JV leads.
● Provide daily support to the Performance Measurement team. Ensuring all client timetabled deadlines
are met and all ad-hoc queries are completed in a timely manner. Regularly review procedures and implement
changes to improve the reporting and communication process. Contribute to driving any new client onboarding
Projects forward and maintain oversight.

Information Classification: General


Page 1
Job
Description

Scope to use own judgement (low / medium / high):


Medium

Principal Internal / External Contacts:


● Marketing / Fund Managers / Company Secretaries / Operations / IT Dept / Senior Management / Statpro

Accountability (Including financial accountability):


None

Managerial / Supervisory Responsibilities (e.g. number of direct reports, scope of role):


Delegated responsibility where required

Person Specification
Overall skills required:
● System solutions : WM Spectrum / Statpro Composites / Statpro Performance and Attribution / StatPro Fixed Income
(SFI) / Factset / GPA / PnA
● Data feeds : Hiportfolio / Datastream / FACTSET / Bloomberg / External providers
● PC Skills : Advanced Excel skills (macro level) / VBA an advantage

Educational Level/professional qualifications (minimum requirement):


Degree or equivalent – mathematical related subject preferred
An aptitude for mathematical information
Initiative and Drive
PC Literate
CIPM or CFA an advantage

Years/breadth of experience:
1 to 3 Years’ experience working in a Performance role within an asset management company

Behavioural Skills:
Flexible approach to working

Information Classification: General


Page 2
Job
Description

Self starter and strong communication and other soft skills


Ability to manage deadlines and expectation of others
Global outlook

Information Classification: General


Page 3

You might also like