Senior Performance Manager - Investment Management

Senior Performance Manager - Investment Management

This is a hands-on role in the performance measurement and analysis function within an investment management firm. The role combines technical expertise with stakeholder engagement to design and maintain a robust performance framework, create and own performance analysis methodologies, develop reporting tools, and provide insights to guide investment decisions. This is a new position within the risk function, offering an opportunity to shape the performance measurement and reporting process from the ground up.

Overview

We are looking for a talented and driven Senior Performance Manager to play a pivotal role in the performance measurement and analysis function within an investment management firm. This hands-on position combines technical expertise with strong stakeholder engagement to design and maintain a robust performance framework across the organization. The role will involve creating and owning performance analysis methodologies, developing reporting tools, and providing valuable insights to guide investment decisions.

Responsibilities

• Develop, implement, and maintain a comprehensive performance framework that is embedded across all relevant functions.
• Design and own performance analysis methodologies and reporting standards, ensuring consistency and best practices.
• Create and maintain performance reports and dashboards tailored for different audiences, including senior leadership and committees.
• Oversee the production of performance data and ensure timely, accurate delivery.
• Act as the main point of contact for performance-related queries across the organization.
• Collaborate effectively with investment managers, senior leadership, and the Risk and Compliance teams to provide actionable insights and support decision-making.
• Maintain strong relationships with external service providers to ensure data integrity and service quality.
• Work with junior team members and IT to enhance performance models, systems, and automated workflows.
• Contribute to the creation and development of an inclusive culture, collaborating across functions and ensuring integration of ESG risks, particularly climate change policy, into risk management processes.

Qualifications

• Experience in asset management or investment management is essential.
• Expertise in performance and attribution methodologies for multi-asset portfolios.
• Solid knowledge of financial markets, investment processes, and financial instruments, including both private and public markets.
• Familiarity with investment accounting and investment data, including accounting systems.
• Technical experience and programming capabilities are advantageous.
• A strong interest in multi-asset investing and continuous professional development.

Skills and Experience

• Proven ability to work collaboratively and influence stakeholders at all levels.
• Strong problem-solving skills and a proactive approach to continuous improvement.
• Excellent ability to design and develop analytical capabilities.
• A strong compliance-oriented mindset.
• Experience with Bloomberg, Aladdin, is desirable.
• Performance, risk, or investment qualifications are beneficial.

Working Pattern

This is a full-time role, although part-time arrangements will be considered. The office is located at Canary Wharf, and hybrid working is available with at least two days a week in the office.

If you are passionate about performance analysis and want to shape the future of investment management in a dynamic and collaborative environment, apply today!