Performance Analyst 2023

Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs.

Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities.

Insight Investment is owned by BNY Mellon, a global leader in investment management and investment services.
Insight has a clear mission and purpose to offer investors a different approach to achieving their investment goals; one that prioritises the certainty of meeting their chosen objectives in contrast to the traditional focus on maximising return and minimising volatility.

Insight takes responsible investment seriously. In our view, it is as an essential part of deciding whether an investment is fair value. Insight is a signatory to the Financial Reporting Council’s UK Stewardship Code4 and a founding signatory to the UN-supported Principles for Responsible Investment (PRI) in 2006.

Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia.

Department profile

The Operations Division is responsible for the global operational activities of Insight Investment, which incorporates the following functions:

• Operations
• Technology
• Business Change
• Corporate Services
• Cyber Security
• US Region

Operations

The Operations department provides middle and back office operational services to both internal and external clients. We partner closely with our Investment Operations Outsourcing (“IOO”) partner, Northern Trust, to deliver these services. Specific functions include:

• Pooled Fund Operations: oversight of third-party fund administrators and transfer agencies
• Investment Operations:
  • Derivatives Operations (over-the counter (OTC) derivative trade and collateral management)
  • Market Operations (cash management, corporate actions, general transactional support)
  • Regulatory and Trade Reporting (reporting to clients, consultants and regulators)
  • Specialist Credit Middle Office (operational support for specialist credit and loan operations)
• Asset Valuations: oversees OTC derivative valuations, oversight of outsourced asset valuations and OTC collateral dispute management.
• Operations Strategy and Counterparty Management: operational support for Insight business initiatives, operational market intelligence gathering, and primary escalation point for the global Insight business for any material counterparty issue
• Performance and Client Reporting: performance and attribution, client reports, meeting packs, factsheets, oversight of third-party generation of client reports
• Data Management Office: oversees the enhancement of processes, controls, governance and reporting relating to the sourcing, use and quality of data that supports key business processes
• Asset Transitions and Onboarding and Credit Documentation Onboarding: management of the operational elements of client onboarding (changes and transitions) including the documentation and oversight of outsourced transitions services
• Guideline Management Group: drafting, review and coding of investment guidelines, and analysis of post trade alerts

Purpose of role

Production, analysis and communication of performance numbers generated from MSCI BarraOne.

Role accountabilities

• Work towards providing detailed explanations to fund managers on performance numbers, with a strong focus on fixed income attribution numbers.
• Ensure queries are investigated appropriately and resolved satisfactorily within specified timeframes.
• Pro-active analysis and monitoring of performance results to identify issues and sources of success.
• Foster and maintain successful relationships between the team, its stakeholders, and our outsourced providers.
• Maintain strong and regular contact with fixed income fund managers. Building trust and strong relationships with the fund managers and fixed income product specialists is key to the success of this role.
• Work towards leading periodic meetings with portfolio managers to understand their requirements and help to implement solutions.

Knowledge, skills, and behaviours required

• Be able to demonstrate skills in the questioning and challenging of processes and methodologies.
• Excellent organisational, prioritisation and communication skills (both written and oral) required.
• Proactive and flexible approach required – the individual will use their skills and experience to fully develop the role.
• An ability to maintain and foster relationships outside of normal reporting lines required.
• Strong team player with excellent communication and interpersonal skills.
• Strong problem-solving skills.
• Operates with professionalism, honesty, and integrity at all times.
• Being able to work with incomplete information when determining business solutions taking into account relevant dependencies, timing and constraints.

Advantageous

• Understanding of performance and basic performance calculations gained in an asset management role. This includes roles found in the middle-office, back-office, and client management areas.
• Understanding of a wide range of instrument types.
• Understanding of trade life cycle and investment management process.
• Experience of working in an asset management organisation, with an understanding of business activities such as trade processing, valuation, risk management, different asset types.
• Knowledge of Python or other coding language advantageous
• Knowledge of Tableau or other BI software advantageous

Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.