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Tier-1 brand, metro location, and mid-level (3+ years) experience drive high applicant competition.
Investment-performance, GIPS and custodian-specific skills limit transferability across industries, so high sensitivity.
Explicit 3-year minimum, industry-specific systems and GIPS knowledge make shortlisting moderately strict.
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Lead data control and performance calculation using Aladdin Accounting and FactSet platforms to deliver timely, accurate investment performance reporting and ex post risk.
Set up reporting for new funds, manage methodological and technical queries, and support GIPS system and verification processes.
Collaborate with Back Office, Technology, and various internal stakeholders to ensure data quality, enhance team accuracy and efficiency, and maintain robust integrated control frameworks.
Minimum 3 years experience in investment performance measurement, accounting, data management, or financial reporting within investment management or custodian environment.
Experience with systems and data management tools such as Python, SQL, Power BI, Aladdin, FactSet, StatPro, or Reuters Eikon is advantageous.
Qualification: CFA or CIPM holder or working towards these qualifications is desirable.
Strong understanding of investment industry; UK industry knowledge is an advantage.
Experienced in delivering investment performance reporting and risk analysis with hands-on expertise in related platforms and tools.
Capability to effectively manage and collaborate with multiple stakeholders across virtual, multi-cultural environments and support function transformation through technology.
Proactive in improving processes, driving efficiencies, and challenging status quo with strong analytical and communication skills.