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Junior Equity Performance Analyst

Job details



Date Posted

11 April 2024



Job Type


Job ID


£40,000 - £50,000


Our client is a leading name within the investment management industry. As a result of the company’s success, they are now looking to recruit a Junior Performance Analyst to join their high-performing team on a permanent basis.

Reporting to the Head of Performance, the Junior Performance Analyst will take responsibility for the following duties:

  • Calculating and analysing performance and attribution using specific performance systems as well as some manual spreadsheets
  • Production of performance reports
  • Developing performance data and performance systems to enhance the performance reporting process
  • Leading ad hoc data-centric projects to improve efficiency within the Performance team
  • Writing commentaries to explain fund performance
  • Enhancing the current performance reporting process by using advanced Excel, VBA and/or SQL

The Junior Performance Analyst will meet the following skill set:

  • 1-3 years experience within an investment management house
  • Experience of report production within investment operations preferred
  • Sees themselves as a natural problem solver
  • Highly numerate – numerical degree is preferred
  • VBA/SQL and Python proficiency beneficial.

This is an exciting opportunity for junior candidates with strong buy-side Operations experience, ideally with Performance Analysis and/or Data Analysis experience looking to excel their career as a Performance Analyst in a dynamic and lively team at an award-winning asset management house.

If you believe your background meets the criteria, please apply with a copy of your CV.

Note, this is a highly competitive position. We receive a high volume of applicants and are unable to respond to each CV we receive.

“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”

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