Operations Academy - Performance Analyst 1

Who we're looking for

We're proud of what we do, and this couldn't have been achieved without our people. At Schroders, we actively seek innovative people from diverse backgrounds, who can bring a fresh approach to our business. If you've just finished school, college, university or are looking for a career change, then our Operations Academy Programme provides you with a chance to take the first step into a career in the financial industry.  Ultimately, we can teach what you need to know about the job, we just need you to bring your drive, passion and enthusiasm to make the most of all opportunities. 

The Performance Services team in London provides reporting and analysis for all pooled and segregated accounts managed in London & New York. The team generates reporting for clients, prospective clients and internal management teams detailing and breaking down the level of return achieved in each of the portfolios managed by the firm.

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 is responsible for supporting the team in delivering accurate and reliable performance reporting and analysis to internal clients, including fund managers, product managers, and client directors, in a timely manner. Additionally, it involves supporting the reporting of specialised asset classes such as Equities, Fixed Income, Multi Asset, Commodities, EMD, and Property through our official performance system, B-One. The role may also require providing GIPS composites via the StatPro tool and provision of internal management reporting. 

The programme

You will join Schroders as a permanent employee and start your career in our Operations Academy, which currently runs for 18-24 months.  During this time you will study for your CISI Level 3 - Investment Operations Certificate, learn on the job and have access to a wide range of soft skill training courses. 

Investment20/20 

You will join as an Operations Academy Trainee as part of the Investment20/20 programme, you will have opportunities to meet and network with trainees across the industry and participate in training, socials and insight events.     

About Schroders

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

The base

At Schroders, we're known for doing things differently. That's why we're building a home for the ambitious in Horsham, West Sussex. You'll get the all the benefits of being part of a world-leading FTSE 100 company. But you'll also get the support of being part of a genuine local community. If you're looking for opportunities that match your ambitions, you'll find them right here in Horsham. 

What you'll do

•    Commit to continuous learning by attending training sessions that cover performance measurement techniques, presentation standards and industry developments
•    Commit to working towards the Investment Operations Certificate (IOC)
•    Ongoing enhancement of knowledge relating to investment strategies and associated attribution requirements
•    Engage with the Fund and Product Managers to develop reporting solutions for new products and to enhance offerings for existing complex products
•    Maintain updated procedure notes covering general processes around new functionality as it arises.  
•    Completion of daily/weekly/monthly data sourcing and validation tasks 
•    Ensure performance reports are calculated in accordance with procedures and delivered within agreed service levels
•    Quality assurance of output from performance systems, resolution of issues, including escalation to Team Manager where appropriate
•    Resolution of queries within acceptable timeframes
•    Liaise with peers in team and internal clients to deliver service to acceptable quality
•    Communication with other business areas necessary to improve accuracy and reliability of performance reporting
•    Complete tasks within agreed deadlines. Ensure any missed deadlines are communicated and recorded appropriately

The knowledge, experience and qualifications that'll help

•    Any experience which demonstrates good communication, analytical skills, and working well     within a team environment.
•    Proficient in basic software notably Excel;
•    Keenness to innovate and improve processes. 
•    Experience of prioritising workload, demonstrating a keen eye for detail, problem solving and confidence in communicating. 
•    Being organised and taking the initiative. 

You must be at least 18 years old by the start date of the programme to apply for the advertised intake. You will need to study for your CISI Level 3 - Investment Operations Certificate outside of normal office hours.

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.