Investment Management Performance Analyst
£25000 - £30000 per annum + Benefits
0151 224 1480
Our client is a leading name within UK Wealth and Investment Management. Due to continued growth and success, they are looking for an Performance Analyst to monitor and analyse Investment Management fund performance on a permanent basis.
The Investment Management Performance Analyst will take responsibility for the following:
- Providing MI related to the performance of investment funds
- Assisting with product launches
- Producing and ensuring that data on fund factsheets is accurate before they are released to the market
- Performance reconciliation of all onshore and offshore units across multiple currencies
- Producing performance reports regularly to both internal and external stakeholders
- Ad hoc project management
- Resolving any queries related to performance-related data in a timely and accurately manner
The Investment Management Performance Analyst will meet the following skillset:
- Meticulous attention to detail
- Excellent organisational and time management skills
- Excellent communication skills
- IOC or IMC qualification holder
- Advanced working knowledge of Excel (including exposure to Macros)
- Experience within the Financial Services sector
An academic background in a Financial-related subject, such as a university degree in Maths or Economics, is desireable but not essential.
This is an excellent opportunity to join a high-performing team within a flourishing and prestigious Investment Management house. The company offers clear progression and competitive company benefits.
If you believe your experience meets the criteria, please apply with a copy of your CV.
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