Data Analytics & Performance Specialist – AVP, Investment Management
London, hybrid
Job Description:
My client, a global asset manager, dealing with both active and passive investment strategies (c. $200bn+ AUM) are looking for a Data Analytics & Performance Specialist to join their growing team. The role requires hands-on experience in data reporting, automation, and dissemination across the business. A background in investment performance is preferred, and candidates with strong technical expertise in Microsoft Excel, Python, R, and SQL are highly desirable. The successful candidate will work closely with the performance team to ensure data accuracy and efficient reporting while innovating and improving processes.
Key Responsibilities:
- Support ongoing efforts to improve legacy processes, consolidate workflows, and automate tasks as part of a major BAU overhaul.
- Handle ad-hoc client queries, both internal and external, and provide accurate and timely responses.
- Collaborate with the performance team to maintain the quality and accuracy of performance reporting.
- Automate the production of performance reports, including ex-post risk and characteristics information.
- Investigate anomalies in data sets and ensure permanent solutions are in place.
- Lead special projects, taking initiative to contribute, advise, and implement solutions where necessary.
- Innovate by proposing solutions that add value to the business, liaising with stakeholders to improve BAU processes.
- Ensure timely and accurate production of all regulatory reports, maintaining attention to detail.
- Maintain and manage central databases, acting as the gatekeeper for bespoke information requests.
Specific Duties:
- Provide support to the team on all project tasks, including the global data transition project.
- Handle ad-hoc requests from team and automate where feasible.
- Train and guide team members on Python, SQL, and process improvements.
- Engage with global stakeholders to improve BAU task efficiency and automation.
- Run and maintain daily BAU processes, automating and enhancing efficiency where possible.
Key Skills & Attributes:
- Proficient in Python, R, and SQL for data analysis and automation.
- Strong interpersonal and communication skills, able to build relationships at all levels.
- Strong attention to detail and logical problem-solving abilities.
- Team player with the ability to work effectively in a collaborative environment.
- Demonstrates high aptitude for analytical and mathematical tasks.
- Ability to manage multiple tasks and meet deadlines under pressure.
- Advanced knowledge of Microsoft Excel and VBA for managing large datasets.
Experience & Qualifications:
- Familiarity with fund investment performance and attribution methodologies is preferred.
- Experience with Factset, Eagle, or Bloomberg is an advantage.
- STEM Degree or related.
- Previous experience in the asset management industry with a solid understanding of retail and institutional products.
- CFA or equivalent certification is desirable.