Senior Analyst - Investment Performance

Role & responsibilities

• Delivering accurate regular performance reporting and ex post risk on a timely basis, with continual review of opportunities for efficiencies and their implementation
• Setting up reporting for new funds as per benchmark
• Managing and responding to methodological and technical questions across performance
• Supporting both the Global Investment Performance Standards (GIPS) system and the verification process
• Reconciliation of performance numbers between custodian, performance engine and attribution system
• Dealing with ad-hoc queries from Fund Managers, Client Directors, Investment Specialists, Investment Risk, Sales & Marketing, and Clients.
• Working with Back Office and Technology to ensure a high quality of data is feeding the performance and attribution systems
• Providing leadership to the M&G Global Services Investment Performance and Reporting team, motivating a team of risk professionals, ensuring quality delivery and development of team capabilities
• Assist with project work to enhance accuracy and efficiency within the team.
• Proactively managing key client relationships to ensure team is aligned with business objectives.
• Be on hand to understand and.
• Managing stakeholders effectively and work collaboratively with other Risk teams as well as the first line embedded risk and control teams, to support the maintenance of a robust integrated control framework.
• Working with the wider Investment Risk and Performance team to drive improvements and enhancements based on experience.
• Working flexibly and building collaboratively constructive and supportive working relationships with teams across M&G plc and suppliers
• Ensuring compliance to the people policies, Group Code of Conduct and embedding desired behaviours, including completion of any mandatory training requirements.
• Keep abreast of industry trends, regulatory and business issues
• Use of technical knowledge, business understanding and expert judgement, to quickly identify underlying issues and escalate issues, where appropriate.

Preferred candidate profile

Qualification & Certifications

• Chartered Financial Analyst (CFA) / Certificate in Investment Performance Measurement (CIPM) holder or working towards these qualifications is desirable.

• Minimum of 2 years experience in investment performance
• Performance Measurement/Accounting/Data Management/Financial Reporting experience within an investment management or custodian environment
• Solid mathematical background
• Strong understanding of investment industry; UK industry knowledge will be a significant advantage
• Systems and data management tools experience (Python, SQL, Power BI, Aladdin, FactSet, StatPro, Reuters Eikon) will be advantageous
• Excellent written and verbal communication skills, interpersonal and stakeholder management skills (essential)
• Ability to challenge constructively, and to be pragmatic where appropriate (essential)
• Ability to work collaboratively across virtual teams and broader Risk & Resilience function whilst also being to work independently under own initiative (essential)
• Curious and continually looking to seek out improvements and not just accepting the status quo
• Strong drive and delivery, committed to achieving results and delivering on time (essential)
• Strong analytical thinking and a critical evaluator of information/issues
• Ability to operate remotely, in a diverse and multi-cultural environment.  International work or consultancy exposure would be a definite plus