Senior Performance Analyst

Job Description

Company DescriptionIQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.Job DescriptionThe creation of Investor Solutions stems from many years of servicing fund of fund clients. Clients have been requesting solutions which provide full transparency on their portfolios, Investors need to know the finer details of their portfolios and theyrequire to "drill down" into their underlying assets and portfolios.IS in addition to providing the Fund Admin services to the Fund of Fund clients it is leveraging the state-of-the-art technology alongside the technical expertise in providing dynamic and transparent reporting solutions to community.IS is servicing a large pension Fund being a flagship client of IQ-EQ, family offices based in UK as well as in the US and has ambitious plans for the expansion in the new year.Day to Day:

• Monthly review and delivery of pre-agreed performance reporting for various clients portfolios
• Review of various analytics (Total returns, IRR, Investment multiples, DPIs and Yield on Cost) before and after release to client
• Provision of initial insights to clients
• Production of the CIO reporting based on pre-agreed formats
• Preparation and review of investment parameters reporting
• Data provision and review to third parties as per client requirements
• Provision of ad-hoc analysis of performance/quantitative reporting
• Resolution of performance-related queries and the main point of contact for clients from performance analysis perspective
• Oversight of the Performance and Analytics team and providing feedback for the performance appraisal
• Implementation of change requests including project work in new client onboardings
• Design and review of dashboards to meet client requirements and new business objectives
• Participation in workshops and requirements gathering sessions with clients, documenting those relevant to performance reporting and taking action with the wider team on delivering these reports and dashboard visuals
• Continuous review of the processes and procedures and taking initiatives to improve the control environment of the reports delivered to the clients and identifying ways to improve the efficiency of the department
• Liaise daily with IS colleagues based in London & overseas, attending conference calls and advising on proposed performance analytics and any additional project work
• Playing an integral role in the development and implementation of new investor reporting solutions, including participation in the testing & design environments
• Documentation of project tasks, group work and assigning these to relevant parties with required supporting communications
• Proactive in documenting procedures and policies as part of new client take-on to enhance resilience

Personal Specifications

• Strong mathematical/statistical background
• Strong Excel skills with the ability to understand excel-based formulae
• Strong attention to detail
• Excellent organisational, prioritisation and interpersonal skills
• A strong Can Do attitude and ability to lead by example
• Strong ownership of tasks and sense of teamwork
• Ability to work independently
• Excellent written and verbal communication skills
• A strong interest/awareness of external economic conditions & trends
• Some travel will be expected

Qualifications

• University degree in a numerical discipline Maths/Economics/Statistics (or similar)
• Full study support towards a qualification will be provided

Experience

• 3+ years financial services experience
• Proven record of reporting under strict deadlines
• Frequent interaction with senior management
• Strong Excel skills
• Project exposure would be advantageous
• Good Microsoft PowerPoint and Visio skills would be advantageous but not essential

Additional InformationAt IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We alsooffer opportunities across our service lines and our international network of offices.