Performance Analyst - #1709561

Permanent, Full Time (37.5 hour per week)

Full time (we welcome flexible working discussions)

An opportunity to make a difference

At Border to Coast our purpose is to make a difference and we’re looking for a keen Performance Analyst to join our award-winning team.

As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We’re a £60bn asset manager, the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term.

Our Operations Team are the central point between the Front Office, Risk & Compliance and the Customer. The team are responsible for the oversight of governance of our Third-Party Administrators such as Northern Trust and Bloomberg.

We’re now looking for a Performance Analyst to support us with oversight and governance of these service providers.

The Performance Measurement function will provide essential business support through the delivery of accurate and timely returns, attribution, and bespoke reporting.

Reporting to the Head of Operations you’ll be responsible for daily activities to ensure the oversight and governance of fund performance and ensure accuracy of Custodians performance, attribution and reporting.

The role – what you’ll be doing

As a Performance Analyst your role is hugely important and will include:

Support the development of the performance function within the operations team operational oversight functions

Deliver in-depth performance and attribution analysis across a broad range of asset types (equity, fixed income, and alternatives).

Create and maintain client-facing reports, ensuring high quality and accuracy.

Manage and validate performance data, ensuring integrity across systems and dashboards.

Work closely with portfolio managers and portfolio risk to deliver timely insights.

Provide specialist support and resilience to the wider investment operations regarding performance functionality.

Assist the oversight of monthly Performance KPIs from Third Party Administrator to monitor adherence to required targets and standards.

Address queries on fund/benchmark returns, asset returns, or attribution results, and support fund managers and CRM team.

Support the development and knowledge of the wider operations team to take on day to day management of new processes and controls

Identify risks in own area of responsibility, recognise risks in all areas of the business and notify any such risks to your People Manager and the Operational Risk Manager

Identify and execute continuous process improvement.

Collaborate with various teams on strategic initiatives across the business.

Deputise for Head of Performance and Investment Reporting when required.

About you - and the value you’ll bring to our team

You will have relevant performance measurement and analytics experience, preferably from an asset management environment. This will include analysis across several asset types (equity, fixed income and alternatives).

You will have excellent analytical and communications skills and be confident to present complex data clearly.

You will have comprehensive FCA knowledge and have performance attribution analysis skills across a wide range of asset types and markets plus the ability to create manual analysis if required.

You have experience of working in an analytical role and will have strong problem-solving skills with an ability to be reactive whilst also proactively looking for improvements in the task load.

You can demonstrate planning, organisation, time and data management and administrative capabilities and have good communication skills, including the ability to communicate technical matters in an easily digestible format to the wider organisation and our customers.

You will be a pro-active, self-motivated team player with the ability to manage an interesting and variable workload and be willing to assist and support other team members when required.

Why join Border to Coast?

At Border to Coast, you will receive competitive remuneration and have access to excellent benefits:

Vitality Health Insurance for all employees

Employee Assistance Programme

• A generous holiday allowance of 30 days a year, plus bank holidays
• Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC)
• Critical Illness Cover
• Pension scheme
• Stunning Leeds city centre location only a short walk to the train station
• Cycle to work scheme
• Life Assurance of 6 times of salary
• Sustainable travel plans and public transport discounts
• Range of discounts for Leeds gyms, shops and restaurants
• Hybrid working
• Onsite gym

There’s also more information about pay and reward, careers at Border to Coast and how we work on our website.

We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development.

If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you.

We’re looking for people with the right values, behaviours, skills and experiences and if you meet some of the role’s criteria and are interested in finding out more about Border to Coast and the team, we’d love to hear from you.

About Us

Border to Coast Pensions Partnership is a collaboration of 11 Local Government Pension Funds with a total asset value of c.£60 billion (as of the 31st of March 2023). Border to Coast is a FCA regulated investment company created to pool the investments of like-minded Local Government Pension Scheme (LGPS) funds – our ‘Partner Funds’. Established in 2018, we are the largest LGPS pools in the UK.

Our purpose is to make a difference for the Local Government Pension Scheme. We seek to do this by providing cost-effective and innovative investment opportunities delivering returns over the long term for our Partner Funds, their employers and over 1.1 million LGPS members.

Since launch, Border to Coast has been awarded many accolades: ‘Best Pool of the Year’ at the LAPF Investment Awards three years out of four, most recently winning ‘Pool Innovation of the Year’, named at the Professional Pensions UK Pensions Awards as ‘Equity’ and ‘Alternatives Manager of the Year’, and our Climate Change report has won Pensions for Purpose awards two years in a row.