Performance Analyst

About the Business

About the Role

Level: 4

Location: London

Department: Quilter Cheviot Investment Risk

Contract: Permanent

To carry out performance measurement & attribution and to provide support for the CIO, Research team, Investment Managers, and Investment Risk department.

Key responsibilities:

• To assist in the monitoring of both client and model portfolios.

• Help develop new model portfolios and create specialist benchmarks as required, including monitoring model changes and maintaining audit trails.

• Construct, maintain and review the firm’s model and benchmark data, ensuring accurate mapping and application across portfolios and model ranges.

• To generate accurate and timely performance numbers for the company’s model portfolios, mainly using FactSet and Excel.,

• To produce and extract attribution numbers for the firm’s models

• Monitor and investigate performance exceptions, anomalies and data quality issues across internal and external systems.

• To improve / develop existing performance processes to increase efficiency and accuracy.

• To assist in the development of internal systems and procedures to generate, manage and monitor the company’s research output.

• To respond to Investment Managers’ requests for the information regarding performance and attribution, general strategy topics, ad hoc request.

• Provide written performance reports for various purposes including firmwide distribution and committee papers

• Present performance and explain attribution to several model construction committees.
• Work closely with specialist teams, such as AIM, Charities, and Sustainable Opportunities

Consumer Duty

Whilst this isn’t a directly customer facing role, the duties you perform will feed directly into the investment process and will therefore contribute to the overall positive outcomes for our customers.

About You

Key Behavioural Skills:

Attention to Detail

Handles tasks with thoroughness and accuracy. Recognises and resolves errors.

Communication

Communicates clearly, listens effectively. Written communication is concise and well presented, using appropriate grammar, style and language.

Technical

Has technical knowledge appropriate to the role, including relevant computer systems and keeps this knowledge up to date.

Time Management

Effectively balances priorities to meet agreed deadlines for individual and teamwork. Demonstrates flexibility to adapt to changing business needs.

Teamwork

Acts as a resource to the team and other teams across the business.

Treats colleagues with professionalism and respect.

Decision Making

Understands consequences of decisions and follows instructions. Acknowledges and learns from mistakes

Corporate Focus and Behaviour

Develops basic knowledge of the industry and ensures individual work contributes to the success of the Company. Demonstrates initiative and capability within the role and shows potential for future development. Good operational knowledge of interdepartmental processes. Commitment to the values and goals of the Company, demonstrating pride in Quilter Cheviot’s brand. Develops credibility and integrity within the business

Client Focus

Assists the team in developing and maintaining appropriate internal and external business relationships, using the appropriate communication method.

Knowledge & Experience:

• Knowledge and experience of investment management and an interest in financial markets.

• Experience of performance measurement or complex spreadsheets

• FactSet experience is useful.

• Ability and flexibility to learn proprietary IT systems quickly

• Ability to prioritise workloads and complete tasks to deadlines

• Willingness to get involved in ad-hoc projects.

• Good knowledge of Microsoft Office including strong Excel skills

• Familiarity with macros and VBA would be a benefit but not essential
• Familiarity with FactSet and it's portfolio analysis system is desirable

Qualifications preferred:

• Numerate Degree such as: Maths, Science, Economics, Engineering

• Willingness to participate in the CFA Program

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Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.