Senior Fixed Income Performance Analyst

This leading DB Pension Fund currently have an opportunity for a Senior Performance expert to join their Investment Operations Team. Strong knowledge of Fixed Income and LDI experience is essential:

Role & Responsibilities

  • Lead the delivery of all investment performance, attribution and reporting metrics, ensuring quality and timeliness of all figures.
  • Through the provision of robust narration, ensure investment performance metrics are understood by the Investment team and consistent with the underlying exposures.
  • Work closely with the Risk team to build and maintain a clear understanding of the performance risk embedded in the adopted investment strategy and tactics.
  • Review and improve, as appropriate, the investment performance, attribution and reporting capability to meet the needs of the Investment and senior management team.
  • Ensure and develop effective and timely performance measurement and the attribution of the investment performance strategic and tactical decisions made by the Company and fund managers.
  • Provide robust supporting narratives for the performance metrics based on a clear understanding of the underlying investments, market movements and drivers.
  • Review and monitor the performance and attribution of the portfolio and each fund manager against agreed target benchmarks.
  • Support the wider team and participate in strategic projects and initiatives to support the wider performance management responsibilities of the Investment practice.

Background & Experience

  • Relevant Asset-Liability Management experience or Investment management with exposure to Liability Driven Investment.
  • Investment qualification (CFA/FRM)
  • Strong presentation skills; able to communicate confidently and effectively with senior stakeholders across the business
  • Extensive experience of performance measurement and attribution systems and methodologies.
  • CIPM qualification advantageous.
  • Advanced detailed knowledge of performance measurement and attribution methodologies Excel skills – use of macros, formulae and pivot tables
  • Ability to plan work, meet deadlines and deal with conflicting priorities
  • Detailed investment product knowledge.
  • Good understanding of the nature of pension liabilities.
  • Knowledge of exotic asset classes and derivatives.

To hear more about this challenging opportunity, please contact Karen Consalvi on 020 7847 8874 or email

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.

< Back to Opportunities