MPS Performance Analyst 12 Month Fixed Term Contract

As an MPS Performance Analyst at Evelyn Partners, you're expected to assist in producing monthly MPS factsheets and support both periodic and ad-hoc calculations of MPS performance and attribution. You'll play a vital role in distributing MPS data to third-party providers, improving the accessibility and quality of performance statistics, and ensuring comprehensive documentation of procedures. Additionally, you'll provide project assistance alongside the Head of MPS Operations on various company-wide initiatives.

To qualify for the MPS Performance Analyst role at Evelyn Partners, candidates should exhibit a keen willingness to learn and demonstrate numeracy with precision. Good communication, planning, and organizational skills are essential, alongside high standards of personal honesty and integrity. While significant experience in performance and risk within investment management is desirable, it is not mandatory. Strong Microsoft Excel skills are highly preferred.

Evelyn Partners is dedicated to valuing the differences in our workforce and creating an inclusive environment for all colleagues, including MPS Performance Analysts. We actively engage in diversity, equity, and inclusion initiatives and have established employee resource groups to support various identities and backgrounds. We also make reasonable adjustments throughout the application process to accommodate individual needs.

MPS Performance Analysts at Evelyn Partners undergo comprehensive training that aligns with departmental guidelines, ensuring familiarity with all regulatory and internal compliance procedures. This training is designed to equip you with the tools necessary for success and encourages ongoing learning within the financial services framework.

Evelyn Partners provides a competitive salary and benefits for MPS Performance Analysts that include private medical insurance, life assurance, a pension contribution, and a generous holiday package with options to purchase additional leave. The role also supports a hybrid working model and includes shared parental leave, reflecting our commitment to employee well-being.

In your response, highlight the importance of Managed Portfolio Services (MPS) in providing tailored investment management solutions that meet diverse client needs. Discuss how MPS allows for efficient portfolio management while mitigating risks, as well as its role in aligning with the investment goals of clients.

Discuss any prior experience you may have had with performance analytics, covering your familiarity with performance metrics and reporting tools. Be sure to emphasize your attention to detail and any work you’ve done with Microsoft Excel or similar software.

Discuss your approach to organization and project management, detailing the strategies you use to assess deadlines, prioritize tasks, and communicate with team members. Mention tools you might use to keep tasks orderly and how you adapt when priorities shift.

In your answer, focus on your interpersonal skills. Highlight how you approached the situation with empathy and open communication, striving to understand their perspective, and finding a solution that benefited the project. This demonstrates your ability to navigate complex workplace relationships.

Emphasize your attention to detail and the processes you implement to verify data integrity. You might discuss methods you've used to double-check reports, cross-referencing data sources, and the importance of maintaining documentation for auditing and compliance purposes.

Talk about your understanding of the regulatory landscape in financial services, including the importance of adhering to compliance guidelines. Mention any relevant training or experience you have that ensures compliance within investment management and how you stay updated on regulations.

Share a specific example where you identified inefficiencies, proposed a solution, and collaborated with others to implement changes. Describe the outcome and how it positively impacted the workflow or the team's performance.

Discuss your ability to simplify technical information for diverse audiences. Provide an example of a time when you've successfully communicated complex data, focusing on the importance of clarity, using analogies, or visual aids where appropriate.

Express the critical nature of collaboration in achieving team objectives and maintaining effective communication throughout projects. Highlight the benefits of shared insights and problem-solving within the MPS team and how it ultimately serves clients better.

Talk about strategies that help you maintain motivation, such as setting small goals, celebrating achievements, and finding ways to take breaks to refresh your focus. Share how you ensure quality maintains even during monotonous work.