Senior Performance Manager – Investment Management
The Role:
We are looking for a talented and driven Senior Performance Manager to play a pivotal role in the performance measurement and analysis function within an investment management firm. This hands-on position combines technical expertise with strong stakeholder engagement to design and maintain a robust performance framework across the organization. The role will involve creating and owning performance analysis methodologies, developing reporting tools, and providing valuable insights to guide investment decisions.
As the primary point of contact for performance-related queries, you will collaborate closely with investment managers, senior leadership, and the Risk and Compliance teams. This is a new position within the risk function, offering an exciting opportunity to shape the performance measurement and reporting process from the ground up.
Key Responsibilities:
Develop, implement, and maintain a comprehensive performance framework that is embedded across all relevant functions.
Design and own performance analysis methodologies and reporting standards, ensuring consistency and best practices.
Create and maintain performance reports and dashboards tailored for different audiences, including senior leadership and committees.
Oversee the production of performance data and ensure timely, accurate delivery.
Act as the main point of contact for performance-related queries across the organization.
Collaborate effectively with investment managers, senior leadership, and the Risk and Compliance teams to provide actionable insights and support decision-making.
Maintain strong relationships with external service providers to ensure data integrity and service quality.
Work with junior team members and IT to enhance performance models, systems, and automated workflows.
Contribute to the creation and development of an inclusive culture, collaborating across functions and ensuring integration of ESG risks, particularly climate change policy, into risk management processes.
Qualifications:
Experience in asset management or investment management is essential.
Expertise in performance and attribution methodologies for multi-asset portfolios.
Solid knowledge of financial markets, investment processes, and financial instruments, including both private and public markets.
Familiarity with investment accounting and investment data, including accounting systems.
Technical experience and programming capabilities are advantageous.
A strong interest in multi-asset investing and continuous professional development.
Skills and Experience:
Proven ability to work collaboratively and influence stakeholders at all levels.
Strong problem-solving skills and a proactive approach to continuous improvement.
Excellent ability to design and develop analytical capabilities.
A strong compliance-oriented mindset.
Experience with Bloomberg, Aladdin, is desirable.
Performance, risk, or investment qualifications are beneficial.
Working Pattern:
This is a full-time role, although part-time arrangements will be considered. The office is located at Canary Wharf, and hybrid working is available with at least two days a week in the office.
If you are passionate about performance analysis and want to shape the future of investment management in a dynamic and collaborative environment, apply today!
Barclay Simpson, worldwide specialists in Treasury jobs: https://www.barclaysimpson.com/specialisms/treasury-jobs/
This job was published by Barclay Simpson: https://www.barclaysimpson.com/job/senior-performance-manager-investment-management/
We seek individuals from a diverse talent pool and encourage applicants from underrepresented groups to apply to our vacancies. Our commitment to fair recruitment processes means that we welcome applicants from all backgrounds, regardless of their lived experience or personal characteristics. We also invite applicants who meet most of the listed requirements, even if not all, to apply. If you require any adjustments to the application process, please let us know.
Barclay Simpson acts as an Employment Agency for permanent positions and an Employment Business for temporary/contract engagements.