Senior Investment Performance Analyst
4 days ago
We are seeking a highly skilled Business Intelligence Specialist to join our Investment Performance team. The ideal candidate will have a strong background in finance and accounting, with a minimum of 3-5 years experience in investment performance / investment operations. They will be responsible for supporting the delivery of the Investment Performance team's objectives, providing consolidated risk analysis and management information for Senior Management as required.
Responsibilities
- Support the data control and performance return calculation process across Aladdin and FactSet
- Deliver performance reports on a timely basis with a high level of accuracy
- Deal with ad-hoc and bespoke requests from Fund Managers, Client Directors, Investment Specialists, Investment Risk, Sales & Marketing and other stakeholders
- Implement work flows and business processes to meet data control, efficiency and performance reporting requirements
- Reconcile performance numbers between multiple data sources
- Assist with project work to enhance accuracy and efficiency within the team
Requirements
- Graduate/Post-graduate degree in Finance / Accounting
- Pursuing Chartered Financial Analyst (CFA) / Certificate in Investment Performance Measurement (CIPM) or any other similar qualifications is desirable
- Experience with systems and data management tools (Python, SQL, Power BI, Aladdin, FactSet, StatPro, Reuters Eikon) is advantageous
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
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