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Junior Performance Analyst

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Date Posted

22 January 2021


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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
  • Calculating all GIPS composites, MI Reports and Board reporting
  • 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
  • Performance measurement
  • 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’ previous experience working as a Performance Analyst or Data Analyst within an investment management house
  • Experience of report production within investment operations
  • Knowledge of all main asset classes
  • Sees themselves as a natural problem solver
  • Holds the IMC or IOC (or is working towards completion)
  • Highly numerate – numerical degree is preferred
  • VBA/SQL proficiency

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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