Performance Analyst at Robert Walters

Key qualifications and experience required for the Performance Analyst:

• Postgraduate Degree in a relevant field (i.e., Computational & Applied Mathematics, Mathematics & Statistics, Investment Management, Finance, Economics)
• 3 years’ experience in portfolio performance analysis within an asset management
• Advanced proficiency in Excel
• Familiarity with Global Investment Performance Standards (GIPS)
• Sound knowledge of both local and international asset management practices
• Experience working with risk analysis principles
• Exposure to using performance attribution or risk management software tools

Key duties of the Performance Analyst:

• Set up, manage, and continuously enhance the Performance Analytics function to deliver exceptional service across various departments including Operations, Distribution, and Investment teams.
• Investigate and resolve investment performance queries by providing clear explanations and actionable insights to internal stakeholders.
• Deliver comprehensive performance reporting at both total fund and asset class levels, benchmarking against relevant indices to ensure transparency and accuracy.
• Perform detailed contribution to return and attribution calculations by security, asset class, geography, and other relevant dimensions to support informed decision-making.
• Generate monthly, quarterly, and bespoke performance attribution as well as risk management reports for both internal use and external clients while safeguarding data integrity throughout the process.
• Drive compliance with Global Investment Performance Standards (GIPS) by implementing robust procedures and monitoring adherence across all reporting activities.
• Maintain and update internal performance reporting systems to guarantee accurate data integration and protect the reliability of all outputs.
• Audit attribution and risk outputs regularly; research discrepancies thoroughly to resolve variances efficiently.
• Collaborate closely with Investment and Distribution teams in preparing impactful presentations and reports tailored for clients and consultants.
• Lead or participate in general data analytics projects that contribute to continuous improvement within the business.
• Monitor market trends, benchmark index movements, macroeconomic factors, and industry developments to provide stakeholders with relevant insights that inform strategy.

Key personal skills:

• Strong ability to analyse data, focus on details and develop innovative solutions to complex problems
• Skilled in planning, organising tasks and meeting deadlines while maintaining high-quality standards
• Excellent interpersonal and teamwork skills, showing initiative and motivation to drive projects forward