Performance and Risk Manager

Elliott James Consulting Limited
21 Apr 2017
21 May 2017
Contract Type
Full Time
Our client is a City based investment house. A newly created position has arisen for an experienced Performance and Risk Manager to take full ownership of this newly created position

Performance and Risk Manager - Job Description

About The Role

To provide accurate and comprehensive data analysis on the performance and attribution of investment portfolios/funds, generating high specification standardised and bespoke reporting for internal and external use.

Day to day activities include:

- Collating data and communication of investment performance.

- Produce and develop performance reports and analysis for client presentations and investment proposals.

- On request, providing bespoke analyses on the performance of specific portfolios versus benchmarks, market indices and peer group.

- Developing customised summaries, based on complex performance measurement techniques.

- Assisting the Investment Division with performance and risk requests as necessary.

Key Responsibilities

Performance Attribution:

- Gathering, calculating and analysing investment performance data.

- Analysing portfolio/fund performance against agreed benchmarks.

- Monitoring pricing and investment performance of investments.

- Monitoring market performance indicators.

- Reporting to investment managers and client managers on investment performance, preparing reports and attribution graphs.

- Preparing daily/weekly / monthly reports, ensuring reports are completed in a timely and accurate way.

- Responding to ad hoc requests for performance and attribution information (including RFP's) in timely manner.

- Conduct regular peer group analysis.

- Help standardise and automate client reports.


- Produce regular and timely risk reports.

- Develop risk reporting (Investment & Operational?) framework.

- Complete risk appetite monitoring for investment/funds and monitor risk indicators.

- Identifying and assessing actual and potential risks against set parameters, through qualitative and quantitative analysis and using relevant benchmarking and other scenarios.

- Create internal policies and produce risk management communications.

- Continuously developing and improving performance analysis & risk reporting information.

- Assist Compliance with IA / regulatory requirements.

- Monitor and identify any investment guideline breeches.

- Assisting the wider Operations team as necessary.

- Other ad hoc tasks.

Skills / Experience:

- Analytical and evaluation skills.

- Accuracy and attention to detail.

- Research and quantitative analysis skills.

- Report writing with illustrative PowerPoint skills.

- High level communication and presentation skills.

- Excellent excel / VBA skills.

- Financial modelling.

- Excellent understanding of investment/market performance and risk calculations.

- Good understanding of valuation methodologies.

- Good commercial awareness.

- Experience in similar role.

- Experience in Fixed Income and Equities, and some experience in other asset classes.

- Experience in multi-asset portfolios/funds.

- Certificate in Investment Performance Measurement ('CIPM') / CISI Risk in Financial Services / IRM Risk in Financial Services - desirable.

- Some people management experience.

- Excellent systems skills.

- Experience of implementation of new portfolio management systems.

Personal Qualities:

- Ability to interpret complex data into easily understandable formats.

- Good communication & presentation skills.

- Excellent prioritisation skills.

- Self-motivated.

- Team-player.

- Constant willingness to help.