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Role requirement

Vacancy type

Permanent

Sector

Business Change

Specialisim

Business Analysis - Investments

Location

London

Language skills

English

Job reference No.

14869

Salary

Competitive

Data Published

10/08/2022

Closing date

07/09/2022

Job Description:

Our client is in the market for an individual to head up their Performance and Attribution team in London. This is a Performance & Analytics role, the team works to ensure the delivery of Investment Performance & Analytics reporting to the businesses' growing client base, implementation of client projects and maintaining positive relationships with client counterparts.

Core Responsibilities:

  • Expert knowledge in the production cycle, maintenance and enhancement of Performance & Analytics services to a Asset Management Client base
  • Project work, including on-boarding new clients and liaising with multiple stakeholders
  • Provide necessary support to other Investment Analytics Functions, Equity, Multi-Asset & Fixed Income Attribution Teams as well as GIPS Services, Change Management and Offshore Partners.
  • Management Information Statistics (MIS) and Service Level Agreement (SLA) maintenance
  • Ability to help build operational models for new services
  • Provide 1st class client service and work effectively with Client stakeholders
  • Performance reporting follows a monthly cycle for the Institutional Marketing / Fund Managers / Senior Management.
  • Provide technical expertise on Performance & Attribution to clients and other departments and able to manually calculate and prove out performance and associated analytics and communicate in a simple manner to clients and other departments.
  • Each member of the team assists where necessary to produce ad-hoc Performance data for other Departments
  • Provide clients with feedback to the Investment Decision Process.
  • Maintain strong internal / external relations
  • Help drive team forward and promote team working
  • Performance reporting to be completed within SLA targets
  • Team Management responsibilities

Managerial

  • Demonstrate the 'Risk Excellence' culture in your behaviour
  • Maintain a detailed understanding of:
    • The scope of the role's managerial responsibilities
    • The competence of the staff reporting to you
  • Ensure that your team has clear understanding of their reporting lines, authority levels, scope of responsibilities (including those delegated to them and those they delegate), objectives, training and competency requirements plus progress is reviewed regularly in line with Company policy, and are regulatory registered where appropriate for their role
  • Develop effective working relationships and communications with staff and ensure that staff are motivated, developed and supported.
  • Sharing knowledge and training other team members to increase knowledge and skills of the team
  • Establish and monitor systems of control, delegated authority and escalation procedures so that the business complies with internal policies and external regulations and can be managed effectively
  • Adhere to the delegation and oversight (management information and escalation) framework in the performance of daily tasks. This includes taking proactive action to ensure there is adequate production of management information that is fits for purpose, and issues are raised as appropriate
  • Establish and monitor an effective delegation framework to ensure that tasks are performed by staff members with appropriate capacity and authority level (based on knowledge, skills and competence).
  • Establish and monitor an effective oversight framework to ensure that issues are appropriately identified, escalated and resolved. This includes: a) ensuring that appropriate management information is received, considered and challenged as appropriate at intervals proportionate to the risks; and b) that staff members have clear understanding of the escalation path/principles
  • Establish and nurture a culture of 'Risk Excellence' within the team, encourage an environment of openness that welcomes effective challenge and supports open discussion.
  • Ensure that you make reasonable decisions by exercising reasonable care when considering information available to you. This includes taking proactive action to ensure that the information you have is suitable and adequate.
  • Establish and nurture a culture of individual ownership of tasks to embed a clear individual sense of accountability into staff members' behaviour in performing their roles.
  • Ensure that the highest level of the Code of Conduct is displayed in your own and staff behaviour.

Individual Contributor

  • Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role
  • Ensure that the highest level of the Code of Conduct is displayed in your behaviour
  • Provide appropriate management information as required to support business unit decision making
  • Support the 'Risk Excellence' culture within the business
  • Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations

Escalation

  • All matters that could have an adverse impact on the business, its clients and its relationships with regulators will be escalated to, X (Head of P&A in the site), relevant functional heads and to legal entity boards as appropriate. I understand that it is my responsibility to make sure that all matters I escalate are appropriately resolved.

Benefits:

  • A highly competitive salary
  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 14869

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM

Contact

Image
T: 0131 264 0233 M: 07535 897 789
Rachael O'Neill Director, Investment Operations and Accounting & Finance

Originally from Ireland, Rachael has been an integral part of the Core-Asset Consulting team for eight years, bringing 20 years of recruitment experience from London and Edinburgh. With a background in Business Studies and an MA in PR & Communications, Rachael's unique blend of strategic insight and consultative communication adds valuable depth to our team and influences many of our client projects.

Specialising in executive search, financial services, and investment recruitment, Rachael supports clients across the UK and Ireland. She is a strong advocate for diversity, equity, and inclusion, mentoring young people through MCR Pathways and encouraging girls to pursue careers in finance and investment through her work with Future Asset. As Director and part of the senior management team, Rachael's passion for providing a truly consultative service, combined with her deep understanding of the financial services sector, has earned her a reputation as a trusted advisor in recruitment.

We put people before profit, service before sales and ethics above all.

Betsy Williamson Chief Executive Officer

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