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Team Leader, Investment Performance

Information About This Job

Job Title: Team Leader, Investment Performance
Contract Type: Permanent
Location: London
Contact Name: Adam Small
Contact Email:
Job Published: 11 months ago

Job Description

Our client is looking to hire a Team Leader to join their Investment Performance team, based in London


The Role

Responsible for the assignment of work to the Investment Performance staff. Provides input into the performance management process. Prepares monthly client reports and assists consultants in preparation of quarterly client reporting. Works with relevant partners to ensure the accuracy and timeliness of all information provided to clients. Interface with consultants and product to determine service requirements and developments. Prepares investment return analysis reports and communicates with clients on a regular basis. Technical expert on all major systems and understand performance and attribution methodology.


Key Responsibilities

  • Assigns tasks to the Investment Risk staff.

  • Organizes the work, sets short-term priorities, monitors all activity, and ensures timely and accurate completion of the work.

  • Provides input into the performance management process and staffing decisions.

  • Provides operational support to Analyst Manager.

  • Works with product group to evaluate client requests and provides input on product development.

  • Mentors and participates in training of new analysts.

  • Prepares investment return analysis reports.

  • Perform manager performance return reconciliations and document discrepancies.

  • Communicates with clients, the client’s money managers and/or consultant on a regular basis.

  • Interfaces with consultants, partners and clients to determine servicing requirements and problem solving strategies.

  • Sets up accounts, monitors and ensures quality of data for clients and partners.

  • Input special processes relating to performance specific accounting.

  • Assists Consultants in the preparation of client reports and presentations.

  • Develops or completes special projects in designated areas of expertise.

  • Maintains records of client deliverables and deadlines.

  • Keeps up to date with market conditions and developments in order to recognize and understand the market environment.

  • Prepares data and/or reports to various third parties.



  • Minimum 3 to 5 years of related trust or investment industry experience.

  • Technical expert on all major systems and understand performance and attribution methodology.

  • Analytic skills and an understanding of finance and investment vehicles generally acquired through an undergraduate degree program are required in order to resolve inquiries of rate of return calculations and determine accuracy of reported data. Computer skills are required to analyze data and generate client reports.

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