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MPS Performance Analyst 12 Month Fixed Term Contract, London
Client:
Location:
London, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
Job Reference:
2f22b666c4fd
Job Views:
4
Posted:
21.03.2025
Expiry Date:
05.05.2025
Job Description:
12 Month Fixed Term Contract
This role is within the Managed Portfolio Services (MPS) Operations Team, part of the wider Fund & MPS Operations Team within the investment management area. The team has a wide remit and is responsible for MPS operations within the Evelyn group, covering performance and oversight, general MPS operations, portfolio implementation, third-party platform onboarding, regulatory change, and reporting for all MPS propositions.
The MPS Team recently agreed on a centralised template for the production of MPS factsheets with our chosen third-party provider - FactSet. On a regular basis, the role will have direct exposure to MPS Investment Managers along with various other MPS stakeholders within the business.
Key Responsibilities
* Assist in the production of monthly MPS Factsheets.
* Support both periodic and ad hoc calculation of MPS performance and attribution, providing information to the MPS Team, its associated investment managers, and the wider Business Development/Marketing Teams to support the growth of Evelyn Partners' MPS business.
* Support the distribution of MPS data to various third-party performance providers.
* Provide project assistance to improve the accessibility, quality, and automation of MPS performance statistics being provided to a wider audience.
* Ensure all MPS procedures and processes are documented and up to date.
* Assist the Head of MPS Operations with additional ad-hoc work and company-wide projects.
Training & Compliance
Follow departmental guidelines regarding training and ensure familiarity with all regulatory and internal compliance procedures.
Qualifications
Key Skills and Experience
* Keen learner
* Highly numerate with attention to detail
* Good communication, planning, and organisational skills.
* Displays the highest standards of personal honesty and integrity.
* Good Microsoft Excel skills are very desirable.
* Performance and risk experience gained within investment management is desirable but not essential.
* Demonstrates an understanding of different asset classes, sectors, investment types, and the Financial Services regulatory framework.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependent)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
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