Performance Analyst – Financial Services, London 473 views

Job Description

The Performance Analyst is part of the Performance & Client Reporting team based in London and is responsible for providing performance reports and analysis to support Old Mutual Global Investors’ goals and business imperatives.

Key Responsibilities

  • Assuring data quality used for performance measurement/analytics both for OMGI’s products, their benchmarks and peer group performances; maintaining internal and external databases and information sources.
  • Regular performance measurement within peer groups; investigation and analysis/narrative.
  • Provide timely and accurate investment committee performance reports; weekly, monthly, quarterly.
  • Developing and implementing performance reports and analysis to support new products and requirements
  • Developing and maintaining appropriate processes to ensure production and delivery of performance reports using automated processes whenever this is possible.
  • Creating and maintaining peer group definitions as requested and agreed.
  • Production and delivery of accurate ad-hoc performance related reports and analysis for all asset classes, financial instruments and portfolio types.
  • Participating in team projects designed to improve efficient analytical and reporting capabilities.
  • Developing and maintaining appropriate procedures in respect of principle tasks and accountabilities.
  • Provide support to maintain GIPS compliance.
  • Establishing and maintaining constructive working relationships with all internal clients.
  • To contribute to the development and achievement of the OMGI business plan and team vision.

    Qualifications required:

    • Degree in a finance related subject
    • Professional qualifications could include IAQ, IMC and CFA

    Experience required:

    • Experience in investment industry, with emphasis on peer performance analysis
    • Proficient with Morningstar Direct
    • Factset Performance Products
    • Financial Express 

      Key Behavioural Skills:


      Act with integrity, due skill, care and diligence.

      Ensure customer outcomes are the focus of our business and we are respected by regulators.

      Stronger together:

      Collaborate with peers across the Organisation.

      Share openly and be transparent.

      Adopt a responsible approach.


      Maintain our entrepreneurial culture.

      Strive for continuous improvement.

      Lead by example.



  • Please remember to mention Ethical Recruitment Services when applying for this position.
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