A leading Investment Manager is looking for a Performance Analyst to join a small team dealing with everything from attributions to GIPS, This is a great opportunity for the right person and someone that wants to progress in this area.

MAIN DUTIES

  1. Providing detailed performance, attribution and AUM reporting to Investment, Client Relationship Management and Senior Management teams.
  2. Checking and analysis of performance of all investment accounts on a monthly basis. Providing individual client performance in a clear and effective way.
  3. Bi-Monthly production of Fixed Income strategy performance.
  4. Bi-Monthly production of returns on single-asset and multi-asset class funds managed by the Investment Team.
  5. Monthly production of funds under management by utilising excel to analyse client holdings data as well as analysis of share registers.
  6. Provide contribution/attribution analysis on UHNW client accounts and Investment Funds.
  7. Frequent interaction with Client Relationship Managers, Investment Managers and Senior Management by phone, email and in person in a professional and accurate manner.