Performance Attribution Support Analyst at Alpine Investors

London, England, United Kingdom

Alpine Investors Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Asset ManagementIndustries

Requirements

  • Expertise in the provision of Performance Attribution
  • Desirable: IMC, CFA, IOC, or CIPM qualifications
  • Ideally educated to A level and/or professional qualification
  • Advanced Microsoft Excel skills, with some VBA capability beneficial
  • Aladdin attribution calculation experience beneficial
  • Good understanding of the investment management business, fund structures, and processes
  • Working knowledge of Investment Performance calculations and techniques
  • Performance Measurement experience related to Asset Management across both Public and Private asset classes

Responsibilities

  • Calculate and deliver monthly and quarterly spliced attribution analysis for approximately 100 Multi-Asset and Equity funds, ensuring linkage across sources using preferred methodologies
  • Reduce calculation risk and enhance delivery efficiency through automation and standardisation
  • Provide ad hoc attribution reporting support for bespoke periods and strategic funds
  • Partner with providers to sunset legacy dependencies and ensure methodology alignment and migration to a single source via Aladdin
  • Perform quality assurance and control of inputs and outputs, including template validation and enhancement
  • Collaborate with Client Reporting to enable straight-through processing
  • Prioritise reporting deliverables and raise input quality concerns
  • Support the creation and use of linked performance attribution in client reports, RFPs, investment reviews, and fee calculations
  • Escalate and resolve issues with discrete period attribution
  • Offer SME-level insight into the end-to-end calculation process and provide constructive feedback to optimise execution
  • Ensure adherence to archiving and audit processes, capturing revisions and restatements
  • Educate users on the new self-serve capability in Aladdin as the extended support period nears closure (2027/28)

Skills

Performance Attribution
Performance Measurement
Asset Management
Aladdin
Automation
Quality Assurance
Spliced Attribution
Equity Funds
Multi-Asset Funds
Client Reporting

Alpine Investors

Investment firm specializing in software and services

About Alpine Investors

Alpine Investors specializes in investing in software and services businesses, focusing on executing powerful transitions and scaling through change with a PeopleFirst operating philosophy. The main technologies/methods used in their product include software and services for executing transitions and scaling through change.

San Francisco, CaliforniaHeadquarters
2001Year Founded
$205.5MTotal Funding
VENTURE_UNKNOWNCompany Stage
Consulting, Enterprise Software, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Flexible Work Hours

Risks

Increased competition in medical software could challenge Alpine's similar investments.
Potential talent drain as key personnel leave Alpine for other firms.
Rapid expansion of Orion Group may lead to operational challenges and integration risks.

Differentiation

Alpine's PeopleFirst strategy includes a unique CEO-in-Residence program for leadership transitions.
Alpine Investors is a Certified B Corp, emphasizing environmental, social, and governance criteria.
Alpine specializes in middle-market software and services, leveraging digital transformation trends.

Upsides

Increasing demand for digital transformation boosts Alpine's software and services investments.
CEO-in-Residence programs are gaining traction, aligning with Alpine's PeopleFirst strategy.
Alpine's focus on ESG criteria enhances its reputation and attracts responsible investors.

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