Performance Analyst - Middle Office Client Support Full Time

Principal Functions

Performance

• Obtaining client related data from investment institutions
• Creating and reviewing performance reports on a quarterly and ad hoc basis
• Maintaining and updating CRM and performance database

Investment Consultancy

• Reconcile administration, dealing and valuations
• Reconcile quarterly client reports
• Review and refine client presentations
• Collate valuation / client data
• Maintain high level KYC/ Client database
• Database management – factsheets, presentations, reports

Minimum Requirements 

• Education in business, finance, or related areas
• 1-2 years’ experience in an performance/ investment administration role
• Excellent command of written and spoken English
• Strong computer skills in Microsoft Office Suite with advanced Excel
• Experience of Morningstar is an advantage
• Knowledge of the investment industry an advantage

Personal Qualities 

• Highly motivated
• Strong ethics and integrity
• Able to work to strict deadlines and under pressure
• Have an analytical mind
• Excellent administration, communication, and organisation skills
• Strong attention to detail
• Must be self-motivated and able to manage your own deadlines.