Investment Performance & Analytics Analyst

Meredith Brown Associates
London, United Kingdom
13 May 2022
17 May 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Key Responsibilities
  • Collect, calculate, and report on the performance of all asset classes in which the investment funds invest, to including: public equities, fixed income, real estate, credit, private equity and infrastructure.
  • Produce accurate and timely performance data and reporting on a monthly, quarterly, and annual basis within mandated timeframes.
  • Prepare presentation of performance data to a high standard.
  • Liaise with client management and internal stakeholders to ensure reporting meets all requirements.
  • Coordinate stakeholders and provide support (reporting design, control framework, production processes).
  • Ad hoc reporting projects requested of the Investment Performance & Analytics team.
  • Ability to identify and develop process improvements and efficiencies in the team and for clients and internal stakeholders.

Background & Experience:
  • Strong cross-functional and business collaboration skills are required to work effectively with multiple teams.
  • Good knowledge of investment management together with a clear interest in investment funds.
  • Progress towards the CFA is preferable but not essential.
  • A self-starter with a strong understanding of reporting analytics.
  • Sound judgement and ability to analyse situations and information
  • A keen eye for detail and a strong commitment to quality.
  • Effective communication skills including the ability to influence and build good working relationships at all levels both internally and externally
  • Strong understanding and experience of MS Office suite with advanced Excel skills.
  • A confident yet approachable style. Ability to resolve issues in an appropriate manner.
  • Pro-active attitude and willing to take responsibility for tasks.

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted

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