Performance Lead Analyst (6 month Contract)

Role Overview
The Global Investment Performance Standards (GIPS) and Management Reporting team in London maintains GIPS composites and provides oversight reporting for pooled and segregated accounts. The team produces performance reporting for clients, prospective clients and internal stakeholders, detailing the returns achieved across portfolios managed by the firm.

The team uses Confluence, the composite management system, as an integrated platform for performance calculations and reporting for accounts and composites.

This role will support the team in delivering accurate, reliable and timely performance reporting and analysis to internal clients, including senior management, product managers and client directors. The role will also support reporting across a range of asset classes, including Equities, Fixed Income, Multi-Asset, Commodities, Emerging Market Debt and Private Assets.

About us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

Key Responsibilities:

• Calculate and provide portfolio performance statistics to marketing teams in response to client requests
• Complete daily, monthly and quarterly data sourcing, validation and reporting tasks
• Support the onboarding and configuration of new accounts within performance systems
• Ensure performance reports are calculated in line with agreed procedures and delivered within agreed service levels
• Perform quality assurance on output from performance systems, resolve issues and escalate to the Team Manager where appropriate
• Liaise with colleagues and internal clients to deliver a high-quality service
• Work with other business areas to improve the accuracy and reliability of performance reporting
• Complete tasks within agreed deadlines, communicating and recording any delays appropriately
• Engage with fund and product managers to support reporting solutions for new products and enhancements for existing complex products
• Maintain up-to-date procedure notes covering core processes and new functionality as it arises

General Skills:

• Degree, A Level or equivalent qualification in a numerate subject
• Interest in financial instruments such as equities, bonds and derivatives
• Interest in investment processes and performance reporting

Technical Skills:

• Experience using Microsoft Office products, particularly Microsoft Excel

We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.