Senior Investment Analyst / Performance Analyst
Leading financial institution is looking for a senior investment analyst to monitor performance across all investment products.
Role
· The investment analyst will be involved in maintaining the historical position data and all transaction data on a daily basis in order to generate performance data and returns for each asset class / portfolio on a weekly and monthly basis.
· Responsibility for the production of the weekly / monthly performance and portfolio analytics reports using external investment manager data for the investment portfolio.
· To understand performance metrics that will be used in Board, Investment Committee, Shareholder and other stakeholder reports.
· The creation of a reporting system to manage and monitor the tactical asset allocation of all assets in the portfolio.
· The performance analyst will create and maintain a consistent model for forecasting returns for the whole portfolio.
Skills / experience
- Ideally working as a performance analyst or investment analyst
· University educated to degree level in Mathematics or Economics or other quantitative-oriented field.
· Expert knowledge of Microsoft Excel and experience of programming to create reports/databases.
· Good working knowledge of Visual Basic for Applications (VBA), Microsoft Access and PowerPoint.
· Knowledge with other statistical packages.
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