An established Boutique Wealth Management firm. Specialising in Ultra High Net Worth and Investment Management.
The Performance & Risk Manager will lead a dynamic team of performance and risk analysts, working alongside the investment management professionals.
The Performance & Risk team produce performance and attribution analytics and investment risk reporting across the wealth management firms' funds and private client portfolios.
The core focus of the risk and performance team is to ensure the production of performance and attribution data, analytics and Risk reporting.
The Performance & Risk Manager will improve existing internal processes and procedures of the risk and performance team, and will establish and oversee the oversight model to monitor and ensure data quality and timely delivery of accurate data, analytics and reporting.
Oversee the monthly process for checking and analysis of performance of all investment accounts. Providing individual private client performance in a clear and efficient way and providing investment risk information.
The Performance & Risk Manager will manage the production of contribution and attribution analysis on UHNW private client accounts and Internal Funds.
Carry out risk analysis on all of the wealth management companies investments/models/funds on an ex-post and ex-ante basis.
The Performance & Risk Manager will build-out the contribution and attribution functionality on Advent APX.
Create and publish high quality and accurate performance measurement and analytics reporting for key stakeholders across the wealth management business, predominately the Investment and Client teams.
The Performance & Risk Manager will calculate and validate calculated returns, performance attribution, risk analytics, benchmarks.
Manage important vendor relationships, with data providers.
5+ years' relevant Investment Performance & Risk work experience with direct exposure to calculating and interpreting investment performance including performance evaluations and performance attribution.
Team Management experience - essential.
Knowledge of varied asset classes including; equity, fixed income, multi-asset.
SS&C Advent (APX, Genesis, Moxy) knowledge is not mandatory but a definite advantage.
Advanced knowledge of Excel.
Methodical and meticulous with a strong attention to detail.
Self-motivated and proactive.
Ability to work under pressure and to tight deadlines.
Strong analytical skills of complex data.