MPS Performance Analyst 12 Month Fixed Term Contract

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

12 Month Fixed Term Contract

This role is within the Managed Portfolio Services (MPS) Operations Team, part of the wider Fund & MPS Operations Team within the investment management area. The team has a wide remit and are responsible for MPS operations within the Evelyn group, covering performance and oversight, general MPS operations, portfolio implementation, third party platform onboarding, regulatory change, and reporting for all MPS propositions.

The MPS Team recently agreed a centralised template for the production of MPS factsheets with our chosen third-party provider - FactSet. On a regular basis the role will have direct exposure to MPS Investment Managers along with various other MPS stakeholders within the business.

Key Responsibilities

• Assist the production of monthly MPS Factsheets.
• Support both periodic and ad hoc calculation of MPS performance and attribution, providing information to the MPS Team, its associated investment managers and the wider Business Development/Marketing Teams to support the growth of Evelyn Partners' MPS business.
• Support the distribution of MPS data to various third-party performance providers.
• Provide project assistance to improve the accessibility, quality, and automation of MPS performance statistics being provided to a wider audience.
• Ensure all MPS procedures and processes are documented and up to date.
• Assist the Head of MPS Operations with additional ad-hoc work and company-wide projects.

Training & Compliance

Follow departmental guidelines regarding training and ensure familiarity with all regulatory and internal compliance procedures.

Key Skills and Experience

• Keen learner
• Highly numerate with an attention to detail
• Good communication, planning, and organisational skills.
• Displays the highest standards of personal honesty and integrity.
• Good Microsoft Excel skills very desirable.
• Performance and risk experience gained within investment management desirable but not essential.
• Demonstrates an understanding of different asset classes, sectors, investment types, and the Financial Services regulatory framework.

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.