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Junior Performance Analyst - Peritus Investment Consultancy

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To ensure smooth and efficient administration of our performance platform. To liaise with investment institutions, to collate data and prepare quarterly performance reports. To assist in all aspects of portfolio performance analysis and quantitative research when required. This role would be suitable for a candidate with an administrative background and an interest in investments.

BACKGROUND:

THIS POSITION IS FOR THOSE WISHING TO WORK FROM HOME

 

 Peritus Investment Consultancy is an independent consultant providing wealth guidance       services for high-net-worth individuals and trusts along the investment consultancy model.

The firm’s continued expansion has resulted in the creation of a full-time role of Middle Office Administrator.

KEY RESPONSIBILITIES:

  • Obtaining client related data from investment institutions
  • Ensuring accurate and timely input of performance data
  • Creating and reviewing performance reports on a quarterly basis
  • Facilitating investment-related communication with clients and institutions
  • Maintaining and updating CRM and performance database

Minimum requirements:

  • Education in business, finance or related areas.
  • Excellent command of written and spoken English
  • Strong computer skills in Microsoft office Suite, especially Excel
  • 1-2 years experience in an performance  / investment administration role
  • Experience of Morningstar a strong advantage
  • Knowledge of the investment industry an advantage

Personal Qualities:

  • Highly motivated
  • Strong ethics and integrity
  • Excellent administration, communication and organisation skills
  • Strong attention to detail
  • Robust problem solving skills
  • Must be self-motivated and able to manage your own strict deadlines
  • Applicants must be strong team players

Compensation:

Annual remuneration will comprise a fixed salary in line with the candidate’s qualifications, experience and professional expertise.

Location

This position is 100% a remote role to be performed at the individuals' home. Health and home working benefits provided.

Travel to the company office in Zurich will take place from time to time.

Please apply in English with full CV and references and supporting documents 

Note: This is a job listing from a third party agency


 Additional Career Resources: 

Banking Careers Guide 2023-2024: https://www.efinancialcareers.co.uk/banking-careers-guideutm_source=EMEA_UK_ENG&utm_medium=PART_UNI_HANDSHAKE&utm_campaign=JS_STUDENT_CAREER_GUIDE_2023

 Student News/Articles: https://www.efinancialcareers.co.uk/news/student

 Learn more at: https://www.efinancialcareers.co.uk/