Performance Reporting Analyst
Current• Production of investment monitoring reports for pension funds with quantitative and qualitative analysis and performance appraisal.• Support consultants on a technical perspective (methodologies, assumptions, etc.) and client reporting queries.• Raise inquiries with external asset managers with regards to the fund/portfolio data provided to clarify discrepancies in fund returns, benchmark returns, fund objectives, etc.• Responsible for thorough analysis of portfolios to help… Show more • Production of investment monitoring reports for pension funds with quantitative and qualitative analysis and performance appraisal.• Support consultants on a technical perspective (methodologies, assumptions, etc.) and client reporting queries.• Raise inquiries with external asset managers with regards to the fund/portfolio data provided to clarify discrepancies in fund returns, benchmark returns, fund objectives, etc.• Responsible for thorough analysis of portfolios to help stakeholders make better investment decisions.• Head of the Central Data Request (CDR) team which is responsible for contacting external asset managers (BlackRock, Insight Investment, LGIM and Schroders to name a few) to receive, store, distribute and validate funds’ information to aid the production of the team’s investment monitoring reports. Show less