7 дней назад
Performance Analyst (Investment Performance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Performance Analyst (Investment Performance): Collecting, reconciling, analyzing, and reporting investment performance and attribution data with an accent on data integrity, return analysis, and time-sensitive client reporting. Focus on resolving performance-system issues, automating reporting solutions, and communicating analytical findings to clients, marketing, investment professionals, and management.
Location: London, United Kingdom; office attendance is required at least four days per week, with flexibility to work from home one day per week.
Company
's Columbia Threadneedle Investments business provides investment strategies and services through a global team of investment professionals.
What you will do
- Collect and update portfolio, benchmark, and other investment performance data.
- Reconcile and analyze returns generated by performance systems, using analytical tools to identify and resolve issues.
- Produce, develop, validate, and distribute performance measurement and attribution reports.
- Prepare daily, weekly, and monthly standard and ad-hoc reports for investment management, sales, and client reporting.
- Interpret and communicate performance-related questions from clients, marketing, investment professionals, and management.
- Participate in departmental projects, including report automation initiatives, independently or as part of a team.
Requirements
- Education in business, finance, accounting, or an equivalent field.
- Experience in investment management or financial services.
- Strong numerical, written, and verbal communication skills.
- Critical thinking, problem-solving, organizational, and independent working skills.
- Proficiency with Microsoft Office tools, including Excel and Access.
- Ability to work effectively as part of a team and meet deadlines.
Nice to have
- Familiarity with investment and performance measurement concepts.
- Experience in performance measurement and analytics.
- Experience with data and report automation.
- Experience with performance systems such as FactSet and Aladdin.
Culture & Benefits
- Client-centric, relationship-based working environment.
- Face-to-face collaboration, idea sharing, and personal connection are central to the work model.
- Hybrid flexibility includes working from home one day per week.
- Inclusive and performance-based culture focused on development and equal opportunity.
- Flexible working requirements can be discussed during the hiring process.
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