Required background:
For the Performance specialist:
Experience handling attribution for Equities & Multi Asset Funds (30% of the portfolio is Private Markets)
For the Junior Performance Specialist:
M&A, Audit or Investment Advisory Big 4 background and Private Markets experience
Product Control and Private Markets/ Private Equity experience
Newly qualified ACCA/ CA with Private Equity Coverage
Performance Specialist
The role:
This team is currently hiring at two levels, a Senior Specialist with a track record in Performance & Investment Risk and a junior specialist, with numerical Financial Services experience who wants to move into Performance.
- Carry out, as directed by the Head of Performance and Risk Analytics, the performance analytics, performance reporting and investment reporting requirements for all funds & products.
- Conducting in-depth performance analysis for a broad range of products and asset classes including modelling, complex attribution analysis and risk-return analysis on Fund performance across various mandates and funds.
- Experience working with various risk metrics: SRRI, TWR, IRR etc.
- Perform high quality checking and oversight of Analyst and Associates work and ensure accuracy and timeliness of deliverables.
- Provide coverage in compiling, analysing and producing performance and analytical reporting via, Factset, Bloomberg and in-house systems as well as a strong excel user.
- Contribute to the identification of emerging risks, trends and developments in the support environment, and participate in the implementation of solutions.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates