Performance Attribution Support Analyst at Alpine Investors

London, England, United Kingdom

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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

Key technologies and capabilities for this role

Performance AttributionPerformance MeasurementAsset ManagementAladdinAutomationQuality AssuranceSpliced AttributionEquity FundsMulti-Asset FundsClient Reporting

Questions & Answers

Common questions about this position

What is the location requirement for this position?

This position is based in London and will be the contractual location of the successful candidate; other locations cannot be considered.

What benefits are offered for this role?

Benefits include a generous pension scheme with Aviva contributing up to 14%, eligibility for an annual performance bonus, family-friendly parental and carer's leave, generous holiday entitlement plus bank holidays with option to buy/sell up to 5 days, up to 40% discount on Aviva products, Aviva-funded private medical benefit, and brilliant flexible benefits.

What skills and qualifications are required for this role?

Expertise in Performance Attribution is required, with desirable qualifications like IMC, CFA, IOC, or CIPM. Ideally educated to A level or with a professional qualification, advanced Microsoft Excel with some VBA beneficial, Aladdin attribution experience, good understanding of investment management business, fund structures, processes, and working knowledge of investment performance calculations and techniques.

Is there a salary specified for this position?

This information is not specified in the job description.

What experience makes a strong candidate for this role?

Candidates with Performance Measurement experience related to Asset Management across Public and Private asset classes, expertise in Performance Attribution, and familiarity with Aladdin will be strongest.

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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