Senior Performance Analyst

In this role, you will be responsible for:

• Leading the board reporting process, including developing and checking the reports. Engaging with senior leaders to understand the business needs and develop the reports as necessary.
• Being a subject matter expert in dealing with retail performance queries by acting as an escalation point for complex queries and ABOR/IBOR reconciliation issues.
• Supporting the performance analysts in calculating performance, attribution, and ex-post risk across retail funds.
• Ensuring data relevant to the firm's funds is regularly attested to on platforms like Lipper and Morningstar.
• Helping reduce key person dependencies through training and mentoring the performance analysts as required.
• Continuously seeking to understand and satisfy client requirements. Working closely with partners in Product, Investments, and Distribution to ensure the performance service evolves and delivers value to clients.
• Maintaining and demonstrating comprehensive knowledge of retail performance, including understanding the firm's product ranges and fund types, and sharing this knowledge with the wider Performance team.
• Ensuring appropriate procedures and controls are in place for all performance processes and functions.
• Ensuring that all reports are independently checked and of high standard before distribution.
• Deputising for the Performance Team Manager in meetings and projects.

Experience required:

• Prior experience in a Performance role
• Extensive experience in dealing with retail queries
• Experience with Lipper and Morningstar performance systems
• Experience leading performance projects and process improvements
• Experience with programming and visualization tools (Python, SQL, VBA, Power BI)
• Knowledge or experience in equity (index and active), multi-asset, and fixed income is desirable
• Performance analysis and ex-post risk statistics; understanding and experience in equity attribution
• Ability to present knowledge effectively to the wider team
• Excellent verbal communication skills for liaising with senior management