Performance Analyst - Lead Specialist at Schroders, London, 3 Months, £Contract Rate

  • Contract Spy
  • London, UK
  • Jan 02, 2020
up to 6 Months

Contract Description


Key Responsibilities:

· Work with team of analysts responsible for relationships with fund managers, product teams, client services, and other internal clients of Performance Services.

· Communicate regularly and directly with product managers, fund managers and client services, and respond to ad hoc requests and queries on an accurate & timely basis

· Develop a good understanding of Multi Asset and LDI investment strategies, derivative instruments and subsequent attribution requirements

· Ensure that performance and attribution is calculated and reported in accordance with procedures and controls and delivered within agreed service levels

· Provide performance attribution and analysis where it is not automated within Bi-Sam B-One.

· Quality assurance of output from performance systems and resolution of issues including escalation to other team members

· Ensure that the Performance Services team is able to provide performance analysis and reporting for all products and instruments managed by Schroders; work with the wider team to define and implement performance reporting for new products and to enhance offerings for existing complex products.

· Work with peers in team to define and implement enhancements to process and service delivery.

· Take ownership for individual projects and process improvements.

· Ensure that queries received by the team are understood clearly and resolved to a high standard of quality

· Manage day to day relationship with key internal clients

· Take personal initiative to implement enhancements or changes to service and process based on Bi-Sam functionality and other core applications

· Maintain and update procedure notes covering management performance reporting and related functions

· Take responsibility for sharing knowledge with other team members, providing training and support to more junior members of the team


Core Competencies:

· Results oriented; a focus on quality of delivery

· Enthusiastic, self-starting with a positive outlook

· Enjoys challenges from other business areas

· Creative approach to problem solving

· Good communication skills, written and verbal, within and outside the team

· Team player who is committed to the success of the function within Schroders

· Ensures team and self are client focussed, providing support to others when required

· Takes the lead in identifying and delivering improvements to processes

· Well presented and professional; an example to others


Experience and Skills:

· Demonstrate strong technical understanding of performance, GIPS composites, attribution methodologies and ex-post risk statistics.

· Experience of responding to issues and queries raised by senior internal clients

· Demonstrate ability to deliver to tight deadlines and prioritise conflicting requirements

· Demonstrate understanding and experience of different financial instruments and asset classes.

· Experience of influencing and interacting with other teams

· Experience of performance reporting for a broad range of investment products including pooled and segregated assets.

· Proficient in Excel. Experience with Word, Powerpoint, Visual Basic, Access and SQL advantageous.

· Previous experience in projects advantageous.

· 3+ years experience in the area of performance measurement and analysis