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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
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
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