Snr Performance & Reporting Analyst - Leading Pension Fund

Employer: Carnegie Consulting
Location: London, United Kingdom
Salary: GBP70000 - GBP75000 per annum + bonus, pension, health, life assurance
Closing date: Sep 8, 2022

Job Function: Other
Industry Sector: Finance - General
Employment Type: Full Time
Education: Bachelors

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The Opportunity:

Newly created opportunity working within a very progressive, innovative and market leading Pension Fund Manager
As one of the largest private pension scheme managers in the UK, the complexity and variety of the asset classes managed are huge including public equities and fixed income, real assets, complex derivatives (LDI / smart beta) etc.
Following an internal restructuring of a number of front office / investment support business areas it has been decided to create a new function / department focused on Performance Reporting
Whilst the scheme is one of the largest in the UK, the London office is boutique and employs around 80 staff who work very closely together, thereby offering all staff the opportunity to interact closely with stakeholders at all levels of seniority and across all areas of investment and support
Within this role you will contribute to ensuring that the wider team acts as a centre of excellence for delivering high quality performance analytics, insight and reporting for use across the entire business and beneficiaries
You will support the Investment Services Performance Reporting Senior Manager in embedding this new dedicated performance and reporting function
Proactively contribute to operating model projects and system/process development, and help to shape the future of the broader Investment Services function
Ensure the provision of accurate, and timely performance analytics and reporting for my client through the delivery of high quality, insightful performance analysis and commentaries across various data sets
Assist with data quality, whilst ensuring accurate and timely production of performance attribution reports for key stakeholders and clients
Conduct performance deep dives to identify performance drivers through risk and style factors analysis
Integrate ESG and Climate risk considerations into Performance and Risk attribution analysis
Provide accurate and timely responses to portfolio analysis queries / attribution requests
Build strong working relations with Investment Teams and key stakeholders
Support the continuous assessment and refinement of the Scheme's performance and reporting framework

Your Experience:

Significant experience gained in a performance analysis role within Financial Services/Professional Services sector (pension, insurance, asset manager, bank)
Proven experience in multi-asset performance attribution & analysis
Excellent knowledge of investment performance measurement and analysis techniques coupled with industry standards
Experience using performance systems such as UBS Delta, Factset, StatPro, Ortec (PEARL) etc
Strong working knowledge of derivatives instruments in an ALM context
Experience or involvement in implementing a performance system - desirable
High degree of numeracy
Advanced MS Office skills
Knowledge of Power BI / Python - desirable
Excellent analytical skills and ability to present detailed analysis in a clear and concise manner to a various stakeholders
Highly organised, with a positive attitude towards change
Resilient, self-motivated and willingness to help others
Highly organised, with a positive attitude towards change
Risk awareness and ability to anticipate and adapt issues
Excellent communication skills (oral and written)

My Client:

One of the largest pension funds in Europe with over £50bn in assets
Very sophisticated investment process across a very wide range of asset classes that include rates, inflation, equity options, FX, and Risk Premia strategies (and real assets)
A forward thinking culture that promotes both personal and professional development

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