Performance Lead Specialist

Resource Solutions.
London, United Kingdom
10 Aug 2022
09 Sep 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Role: Multi-Asset Performance Analyst- Lead Specialist

Location: London

Role overview:

Resource Solutions are looking for a Lead Specialist to join the Performance Services Team in a large global investment firm in London. Our client is a world-class asset manager, with various office locations worldwide!

This exciting opportunity will involve the day-to-day management of relationships with key internal clients, providing reliable performance reporting and analysis for Multi-Asset and Portfolio Services managed in London and New York.

As a Lead Specialist, you will be a part of a team which uses Aladdin Explore and Bi-Sam Performance and Attribution Reporting system which provides an integrated platform for data control, calculations and reporting for all pooled and segregated accounts.

Key Responsibilities:
  • Work with a team of analysts responsible for relationships with fund managers, product teams, client services, and other internal clients of Performance Services.
  • Communicate regularly and directly with product managers, fund managers and client services, and respond to ad hoc requests and queries on an accurate & timely basis.
  • Ensure that performance and attribution is calculated and reported in accordance with procedures and controls and delivered within agreed service levels.
  • Provide performance attribution and analysis where it is not automated within Factset B-One.
  • Quality assurance of output from performance systems and resolution of issues including escalation to other team members.
  • Ensure that the Performance Services team is able to provide performance analysis and reporting for all products and instruments managed by the company; work with the wider team to define and implement performance reporting for new products and to enhance offerings for existing complex products.
  • Take ownership for individual projects and process improvements.
  • Take personal initiative to implement enhancements or changes to service and process based on Factset B-One functionality and other core applications

Core Competencies:
  • Results oriented and focusses on quality of delivery.
  • Enjoys challenges from other business areas.
  • Creative approaches to problem solving.
  • Team player who is committed to the success of the function within the company.
  • Ensures team and self are client-focussed, providing support to others when required.
  • Takes the lead in identifying and delivering improvements to processes.

Experience and Skills:
  • Demonstrate strong technical understanding of performance, attribution methodologies and ex-post risk statistics.
  • Experience of responding to issues and queries raised by senior internal clients.
  • Demonstrate ability to deliver to tight deadlines and prioritise conflicting requirements.
  • Demonstrate understanding and experience of different financial instruments and asset classes.
  • Experience of influencing and interacting with other teams.
  • Experience of performance reporting for a broad range of investment products including pooled and segregated assets.
  • Experience with Factset B-One and Aladdin is beneficial but not essential.
  • Proficient in Excel. Experience with Word, Powerpoint, Visual Basic, Access and SQL advantageous.
  • Strong experience in the area of performance measurement and analysis.

Education and Qualifications:
  • Educated to Degree./ A Level (or equivalent) in numerate subject.
  • IAQ/IMC preferred.

Our client is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

If you are interested and believe you can make a positive contribution within this position, please apply today using the link provided!

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