Performance Analyst - City, Liverpool, United Kingdom, L1
British Pound . GBP -
A unique opportunity has become available within a market leading wealth management company based in Liverpool city centre. Following a period of growth and expansion, this highly reputable company are looking for a Performance Analyst to join their impressive offices on a permanent basis.
Working closely with investment management teams across the business, the Finance & Investment Performance Analyst will be responsible for managing fund information reports, producing fund factsheets, reconciling cash positions and completing regular performance reports.
This is a varied and interesting position that can offer an excellent salary alongside a fantastic benefits package and clear paths of career progression.
Key responsibilities for the Performance Analyst:
·Performance reconciliation of all onshore and offshore units, across different currencies on a monthly basis
·Maintaining fund information reported on all platforms on a daily basis, and resolve any issues that arise in a timely manner
·Partially produce and ensure data on fund factsheets is accurate before they are released to the market
·Reconcile cash positions for select memo accounts to allow greater accuracy in monitoring returns
·Perform regular reporting to both internal and external sources, such as twice-weekly and monthly performance reports, MPS factsheet data, monthly and quarterly fund updates, as well as designing and supporting any new reporting requirements
·Provide support to the business in all aspects of performance queries
·Upkeep and development of procedures and processes
·Liaise with various departments when there is to be a new product launch, and provide all relevant material to external vendors.
Essential Requirements are:
·You must have proven experience from the financial services / investment management industry
·Proven experience within an analytical or technical administrative role
·Strong I.T skills, particularly with Microsoft Excel in which you will ideally have had experience in using tools such as Pivot Tables, Vlookups, etc.
·Excellent attention to detail with strong skills in accuracy
·Able to prioritise workload, whilst being flexible during demanding periods of work
·Good organisational and confident communication skills
This is a unique chance to work with a highly-respected, long-established firm who can provide the successful candidate with full training. In return for your hard work and commitment, my client can offer a competitive salary and outstanding benefits package, including study support, pension, healthcare and bonuses. If you have all of the above requirements for the Performance Analystposition, then please apply now using the link below.
The above vacancy is only one of many thatwe are handling. Marshall Moore Financial Services division specialises in recruiting for all types of administration vacancies within financial services, including:
·UK and Foreign Payments Administrator
·Corporate Actions Administrator
·Unit Trust Transfers
Marshall Moore is a leading specialist recruitment consultancy. If you would like a confidential discussion about your requirements, please don't hesitate to call Marshall Moore at our Liverpool office. Alternatively submit your CV for immediate consideration and you will be contacted by one of our specialist consultants.