Investment Performance Analyst

Date: 26 Apr 2023
Sector: FINANCIAL MARKETS
Type: Contract
Location: London
Salary: £60,000 - 65,000 per annum
Email:
Ref: DB24862

We are looking for a Graduate Performance and Risk Analyst with at least two years of investment experience for an initially 3 month contract with an asset manager in the City of London. Ideal candidates have a background in investment risk, performance, asset allocation, finance, QIR or NAV at an investment bank or firm.

• Portfolio and asset performance reporting.
• Quarterly operational data update with commentaries.
• Prepare analysis on portfolio leverage and yield profile and other key metrics.
• Prepare half yearly deal expenses report.
• Maintain a database of fund managers and key performance metrics, including return benchmarking.
• Log quarterly performance data from each fund manager for the fund(s) and for the UP.
• Perform performance measurement, including attribution from first principles, creating spreadsheets as needed.
• Calculate basic risk measures from raw data.
• Handle large datasets and develop interrogation databases.

• Strong IT and analytical skills, especially Excel and VBA.
• Experience managing databases.
• Exposure to futures and options.
• Experience with performance measurement and attribution.
• Exposure to a broad range of clients (charity, pension funds, retail, private clients).
• Aware of marketing requirements; experience with RFPs is helpful.