Investment Performance Analyst - Fixed Income/ Multi-Asset
Investment Management, London
Role Overview
This role is central to the investment process, focused on producing high-quality performance and attribution analysis across fixed income and multi-asset portfolios. It goes beyond data production, requiring thoughtful interpretation of results, identification of key performance drivers, and the clear communication of insights to portfolio managers, risk teams, and wider stakeholders.
Key Responsibilities
Performance & Attribution
- Produce daily, monthly, and ad-hoc performance analysis across portfolios
- Deliver attribution analysis with clear explanation of drivers
- Reconcile and validate performance data across systems and benchmarks
- Investigate and resolve performance breaks, anomalies, and inconsistencies
Stakeholder & Client Support
- Respond to performance queries from portfolio managers, risk, product, and client-facing teams
- Translate technical outputs into clear, commercially relevant insights
- Support reporting, RFPs, and client materials with robust performance commentary
Technical Ownership & Model Development
- Build and enhance performance and attribution models, including custom benchmarks
- Work with large datasets using Excel (advanced), with exposure to SQL/Python advantageous
- Ensure models align with industry standards (e.g. GIPS, attribution methodologies)
- Drive improvements in calculation methods and analytical frameworks
Investment Insight & Risk Collaboration
- Partner with investment and risk teams to analyse performance drivers and risk-adjusted returns
- Identify trends, positioning impacts, and emerging risks
- Contribute to investment discussions beyond pure reporting
Controls & Process Improvement
- Ensure accuracy, integrity, and governance of all performance outputs
- Identify and resolve process weaknesses
- Improve automation, scalability, and efficiency of reporting workflows
Expertise & Knowledge Sharing
- Act as a technical reference point for performance methodology
- Support and coach junior analysts on attribution and analytics
- Contribute to improvements in tools, processes, and operating model
What We’re Looking For
- Experience in performance measurement and attribution
- Exposure to fixed income and/or multi-asset portfolios/ attribution
- Strong understanding of benchmarks and attribution methodologies
- Advanced Excel skills; SQL/Python desirable
- Strong analytical and problem-solving ability, with attention to detail
- Ability to explain complex performance drivers clearly to different audiences