Performance Analyst (Factset Implementation)

Our client is a global financial markets trading company that serves a diverse range of clients including charities, pension funds, retail, and private investors.

Date: 28 Apr 2023
Sector: FINANCIAL MARKETS
Type: Contract
Location: London
Salary: £65,000 - £77,000 per annum
Email:
Ref: DB

We are looking for a Performance and Risk Analyst with Factset experience, preferably assisting with the implementation of data into Factset.

At least two years of investment experience is required. This is initially a 3 month contract for an asset manager in the City of London.

Ideally you will have a background in Investment Risk, Performance Attribution, Asset Allocation, Finance, QIR, NAV within an investment bank or firm.

Key Responsibilities

• Portfolio and Asset performance reporting
• Quarterly operational data updates with commentaries
• Prepare analysis on portfolio leverage and yield profile and other metrics
• Prepare half yearly deal expenses report
• Maintain a database of fund managers and key metrics, including return benchmarking
• Asset Management and Reporting
• Log quarterly performance data from each fund manager for the fund(s) and for the UP
• Experience of performance measurement is essential: attribution from first principles, able to calculate and create spreadsheets if required
• Exposure to futures and options
• Knowledge of basic risk measures, ability to calculate from raw data
• Ability to handle large amounts of data and create databases for interrogation
• Exposure to a broad range of clients: charity, pension funds, retail and private clients
• Awareness of marketing requirements, experience with RFPs would be helpful