Performance Analyst - Lead Specialist

Portfolio & Fund Services
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Job Summary:
The Performance Services team in London provides reporting and analysis for all pooled and segregated accounts managed in London & New York.


The Performance Services team in London uses the Bi-Sam performance and attribution reporting system which provides an integrated platform for data control, calculations and reporting for all pooled and segregated accounts.


This role will be in the team responsible for the timely delivery of accurate, reliable performance reporting & analysis to internal clients (including fund managers, product managers and client directors). Specific responsibilities will include the provision of GIPS composites, internal management reporting, complex attribution analysis, requests for ad-hoc analysis and query resolution.


Key Responsibilities:

  • Work with team of analysts responsible for relationships with product teams, client services, marketing, senior management and other internal clients of Performance Services.
  • Communicate regularly and directly with product managers, fund managers and marketing executives and respond to ad hoc requests and queries on an accurate & timely basis
  • Provision of management level performance reporting including reporting at composite, investment desk and group level.
  • Provide analysis and consultancy on GIPS composites to internal clients.
  • Provide performance attribution and analysis where it is not automated within Bi-Sam B-One.
  • Ensure that the Performance Services team is able to provide performance analysis and reporting for all products and instruments managed by Schroders; work with the Performance Reporting team to define and implement performance reporting for new products and to enhance offerings for existing complex products.
  • Work with peers in team to define and implement enhancements to process and service delivery.
  • Take ownership for individual projects and process improvements.
  • Ensure that queries received by the team are understood clearly and resolved to a high standard of quality
  • Manage day to day relationship with key internal clients
  • Take personal initiative to implement enhancements or changes to service and process based on Bi-Sam functionality and other core applications
  • Maintain and update procedure notes covering management performance reporting and related functions
  • Take responsibility for sharing knowledge with other team members, providing training and support to more junior members of the team

Core Competencies:

  • Results oriented; a focus on quality of delivery
  • Enthusiastic, self-starting with a positive outlook
  • Enjoys challenges from other business areas
  • Creative approach to problem solving
  • Good communication skills, written and verbal, within and outside the team
  • Team player who is committed to the success of the function within Schroders
  • Ensures team and self are client focussed, providing support to others when required
  • Takes the lead in identifying and delivering improvements to processes
  • Well presented and professional; an example to others

Experience and Skills:

  • Demonstrate strong technical understanding of performance, GIPS composites, attribution methodologies and ex-post risk statistics.
  • Experience of responding to issues and queries raised by senior internal clients
  • Demonstrate ability to deliver to tight deadlines and prioritise conflicting requirements
  • Demonstrate understanding and experience of different financial instruments and asset classes.
  • Experience of influencing and interacting with other teams
  • Experience of performance reporting for a broad range of investment products including pooled and segregated assets.
  • Proficient in Excel. Experience with Word, Powerpoint, Visual Basic, Access and SQL advantageous.
  • Previous experience in projects advantageous.
  • 3+ years experience in the area of performance measurement and analysis
  • Experience of GIPS composites

Education and Qualifications:

  • Degree or A Level (or equivalent) in numerate subject
  • IAQ/IMC preferred

Schroders is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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London, England, United Kingdom

📁 Portfolio & Fund Services