Performance & Analytics Analyst

Columbia Threadneedle Investments
London, United Kingdom
01 May 2022
19 May 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Columbia Threadneedle Investments

About Columbia Threadneedle Investments

You'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you'll find growth and career opportunities across all our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We welcome applications from returners to the industry.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Job Purpose Statement

The position supports initiatives specific to investment performance measurement, attribution and analysis. It involves collecting, communicating, measuring, and analyzing investment performance information to ensure accuracy and the delivery of time-sensitive performance information for clients, marketing materials, investment professionals, and all levels of management.

Role Responsibilities

How you'll spend your time....
  • Performance attribution reporting for Equity portfolios and other asset classes such as Multi-asset and Commodities;
  • Performance attribution reporting for a range of fixed income portfolios using a bespoke in-house methodology;
  • Analysis and interpretation of fixed income performance attribution results from the firm's investment strategy perspective;
  • Reporting and analysis of fixed income portfolio and benchmark characteristics, including the required support of client reports, Factsheets, and RFP process;
  • Oversight and daily maintenance of the portfolio analytics and attribution systems and methodologies;
  • Identifying efficiency gaps and improvement opportunities, driving process change through automation and programming;
  • Design, development, and implementation of new analytical tools to help monitor and explain performance and characteristics of portfolios;
  • Assisting in projects and day to day work of the wider department, including performance measurement and client reporting where and when required;
  • Support of the global business objectives, while proactively seeking collaboration opportunities.

Key Capabilities

To be successful in this role you will have....
  • Good knowledge of financial markets, investment process, and financial instruments;
  • Experience of working with large data sets using advanced data interrogation techniques and applications;
  • Good knowledge and understanding of investment accounting and investment data, including accounting systems;
  • Understanding financial statements, financial ratios, fixed income analytics such as durations, credit spreads, and yields;
  • Expertise in Microsoft applications with emphasis on Excel;
  • Excellent written and verbal communication skills with the ability to interact effectively and confidently with internal teams and external clients;
  • Excellent problem-solving and critical-thinking skills;
  • An ability to identify problems, design and articulate solutions and implement change;
  • Strong team player with the ability to work unsupervised, as well as operating as part of a wider team and department.

Desired Capabilities

If you also had this, it would be great....
  • Experience in programming and its applications (Python, C, VBA)

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