Performance & Attribution Analyst recruitment
Key Responsibilities:
• Prepare monthly performance and attribution reports covering Market values, Fund Returns and comparative Index returns.
• To provide accurate and timely performance figures for monthly and quarterly deadlines.
• To provide accurate attribution analysis, which reflects the investment process.
• Produce Performance returns for Board Papers and Report Accounts for all Product ranges – eg Investment Trusts, Unit Trusts, SICAVs, OEIC’s, Exempt Funds.
• Develop positive relationship internally / externally to ensure smooth exchange of Performance data such as Clients / external vendors / Fund Managers / IT Dept.
The successful candidate will have:
• Experience in a Risk / Performance role within an asset management company
• An understanding of Ex-ante Risk metrics -ability to explain and interpret ex-post Risk statistics
• Familiarity with non-standard assets – eg Forwards, Hedging, Derivatives
• Advanced Excel skills (macro level) / VBA an advantage
• Degree or equivalent – mathematical related subject preferred
• An aptitude for mathematical information
• IMC or CFA preferred