Commit to continuous learning by attending training sessions that cover performance measurement techniques, presentation standards and industry developments
Commit to working towards the Investment Operations Certificate (IOC)
Ongoing enhancement of knowledge relating to investment strategies and associated attribution requirements
Engage with the Fund and Product Managers to develop reporting solutions for new products and to enhance offerings for existing complex products
Maintain updated procedure notes covering general processes around new functionality as it arises.
Completion of daily/weekly/monthly data sourcing and validation tasks
Ensure performance reports are calculated in accordance with procedures and delivered within agreed service levels
Quality assurance of output from performance systems, resolution of issues, including escalation to Team Manager where appropriate
Resolution of queries within acceptable timeframes
Liaise with peers in team and internal clients to deliver service to acceptable quality
Communication with other business areas necessary to improve accuracy and reliability of performance reporting
Complete tasks within agreed deadlines. Ensure any missed deadlines are communicated and recorded appropriately

Any experience which demonstrates good communication, analytical skills, and working well within a team environment.
Proficient in basic software notably Excel;
Keenness to innovate and improve processes.
Experience of prioritising workload, demonstrating a keen eye for detail, problem solving and confidence in communicating.
Being organised and taking the initiative.