Performance and Information Services Manager – circa £70,000 - Ref: LT14023

Our client is seeking an experienced candidate to manage the production and accuracy of the fund performance contribution and attribution reports for their investment management business and work alongside the Information Services Manager to produce and coordinate internal and external data requirements in relation to the funds, private client model portfolios and investment trusts.
There is the potential to take over management of the data and performance analysts.
The role can be based in their City of London or Surrey office. There is a hybrid working arrangement in place (minimum of 2 days a week in the office).

Roles & Responsibilities

  • Oversee accuracy of performance reports and provide analysis on significant p&l

  • Oversee production of regular weekly, monthly, quarterly and ad-hoc performance statistics for funds, private client portfolios and investment trusts using internal data and external systems as appropriate

  • Manage relationships with, and provide data to key platforms, data suppliers, networks, nationals and other external stakeholders at an operational level

  • Assist in the maintenance of and extract data (via reports and SQL query) from the central internal database of key fund and product information

  • Assist in the completion of RFPs in conjunction with other departments, including Risk, Business Development & Marketing

Experience & Qualifications

  • Proven investment data management and performance reporting experience

  • Ideally have knowledge of investment/performance reporting software (e.g., Bloomberg, FE)

  • Ideally SQL programming skills but training can be provided

  • Understand the principles of treating customers fairly

To hear more about this exciting opportunity, please contact Linda Tottem on 020 7847 8876 or email your CV to

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