Investment Performance Analyst

Our client is looking for a Global Head of KYC Onboarding.

We are looking for a Graduate Performance and Risk Analyst with at least two years of investment experience. This is initially a 3-month contract for an asset manager in the City of London.

Key Responsibilities:

• Portfolio and asset performance reporting.
• Quarterly operational data update with commentaries.
• Prepare analysis on portfolio leverage and yield profile and other metrics to be determined.
• Prepare half yearly Deal Expenses report.
• Maintain a database of fund managers and key metrics including return benchmarking for similar fund managers.
• Asset management and reporting.
• Log quarterly performance data from each fund manager for the fund(s) and for the UP.

Required Qualifications:

• Experience of performance measurement 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 of RFPs would be helpful.

Job Details:

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