Performance Analyst, Finance & Banking

Overview

PLEASE ONLY APPLY TO THIS ROLE IF YOU HAVE EXPERIENCE IN FIXED INCOME. IT IS ESSENTIAL

My client, a top Investment Firm is looking for a Junior Fixed Income Performance Analyst.

YOU MUST HAVE PERMANENT RIGHT TO WORK IN THE UK FOR THIS ROLE.

• Utilize Sylvan and Fact Set performance and analytics systems to deliver both periodic and ad hoc performance reporting and analysis.
• Produce accurate, insightful monthly performance and attribution reports using Fact Set PA3, with a particular focus on fixed income, and respond to ad hoc analytical requests.
• Act as a subject matter expert in fixed income analytics, with a deep understanding of analytical models and the ability to clearly explain methodologies and results to investment professionals.
• Work closely with portfolio managers to identify, analyze, and explain the key drivers of investment performance.
• Liaise with Client Services teams in London and other offices to support client reporting, new business development, and marketing initiatives, including training and supporting junior staff.
• Take ownership of continuous process improvement initiatives within the Investment Analytics team.
• Document processes and procedures in One Note to support knowledge sharing and operational consistency.
• Contribute to the broader Investment Analytics function and participate in project work as required.
• Provide timely, accurate analytics and reporting on both a monthly and ad hoc basis, including fixed income attribution reports.
• Maintain responsibility for the creation and ongoing management of standard and bespoke benchmarks.
• Collaborate effectively within the home team and across other business functions to achieve shared objectives.
• Deliver project work within agreed timelines and business requirements.
• Liaise regularly with Portfolio Managers, Client Services, and Operations teams, including ISS, Investment Administration, and Fund Accounting.
• Support interactions with existing clients and potential investors as required.

• Experience in fixed income analytics and performance reporting.
• Proficiency with performance analytics systems (e.g., Sylvan, Fact Set) and PA3 for attribution reporting.
• Ability to explain methodologies and results to investment professionals.
• Permanent right to work in the UK for this role.