Performance Analyst (Maternity cover) (200007OP) Performance Analyst (Maternity cover) (200007OP) …

in London, United Kingdom
Temporary, Full time
Last application, 08 Apr 21
in London, United Kingdom
Temporary, Full time
Last application, 08 Apr 21
The individual is responsible for the performance measurement and analysis of specified funds within the AXA Framlington expertise. Support business with adhoc requests.

Key Accountabilities 

• Responsible for monthly performance production of assigned portfolio/strategies. Including performance attributions, decomposition and insights
• Compile and coordinate the distribution of reports for internal and external reporting, adding Value and efficiency where possible
• Complete ad-hoc requests. Perform various analyses on specific strategies on an adhoc basis using multiply tools and techniques at our disposal.
• Ensure all deadlines are met while building a good working relationship with key clients including fund managers, PSU, RFP and Client Reporting teams.
• Participate and assist in project for the PPA team



• Previous Performance Measurement and Portfolio Analytics experience in a related role
• Performance Attribution – creation and interpretation

Knowledge and Skills

• Factset experience with PA3 perspective is essential. This should include: knowledge of how to create, run and interpret attribution reports. Working knowledge of data central, mapping tables and account settings.
• SPAR experience including excel coding via addin
• Good working knowledge of Excel: pivot tables and macro use preferable
• Lipper/Morningstar: knowledge of how to create, run and interpret reports within the system would be helpful.


• Strong oral, written and listening skills to represent the PPA team, communicate with internal clients and external parties
• Good organizational skills with the ability to meet regular deadlines and coordinate project alongside production and adhoc requests
• Ability to work as a team player and also able to work autonomously
• Excellent attention to detail and accuracy

Technical Skills, Qualifications & Experience Required

• Factset ( PA/SPAR) experience essential
• Experience in developing automated processes to replace current operating model
• Advanced Excel skills essential, VBA would be a very helpful
• Manage and understand the importance of the client deadlines and deliverables
• Creative ability to recreate and improve current reporting processes
• Creative flair, demonstrate ability to present data in new ways.
• Strong oral communication and team working skills. Needs to work very closely with team members to interpret requirements
• Business experience would be useful, and any experience using performance & portfolio analysis systems would be helpful

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