We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! Your role involves collecting, calculating, measuring and analysing investment performance and presenting results to internal business clients including: Marketing; Client Reporting; Portfolio Managers; Senior Business Leaders; Compliance; Product Development; and other partners.
How you'll spend your time...
Calculation and analysis of relevant an equity and fixed income fund analytic data, including custom data requests
Production of recurring deliverables to internal business partners incl. load a variety of reports into internal systems
Ensure complete and detailed documentation of relevant processes are in place and well maintained
Active support implementation of changes impacting performance, including development of solutions
Partner with internal organizations to ensure data quality and to identify and resolve issues related to reporting
Work on ad-hoc projects as needed
To be successful in this role you will have...
Knowledge of investments, fund accounting and reporting.
Extensive work experience in the financial services or investment management industry
BS/BA degree in Business, Finance, Accounting, or equivalent work experience
A standout colleague who can efficiently meet fast paced target dates
Critical thinker with strong problem-solving skills
Strong verbal and written communications skills
Strong organizational skills
Ability to work independently
If you also had this, it would be great…
Curiosity about financial markets
Work experience specific to performance measurement and analytics
Experience with investment analytic systems like FactSet, Lipper, Morningstar, BlackRock
CIPM, CFA or eager to pursue
Proficiency with Microsoft Excel and Access
About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.
Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.
We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
Full-Time/Part-Time
Full timeWorker Sub Type
PermanentJob Family Group
Mutual Fund Operations