Performance Analyst

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title:  Performance Analyst

Department: Performance

Location: Liverpool

Contract Type: Permanent

The Role

We currently have two openings for Performance Analysts to join our team in the Liverpool office and play key role in contributing to Rathbone's ambitious growth plans. 

One role is for our external Performance team and the other will be working with the Rathbones Asset Management side of the team.

Both are hybrid working roles with 1-2 days in the office each week and Monday as an anchor day for the team. 

Outcomes of the Role

External Analyst

• Develop knowledge across all aspects of Performance and Risk Analysis.
• Produce high quality external reporting for a range of large clients and IFAs.
• Contribute to the creation of performance composites in line with GIPS compliant standards.
• Collaborate with client facing teams and professional intermediaries to enhance and evolve performance reporting.
• Build up knowledge to participate in change projects requiring performance expertise.
• Provide ad hoc support to the front office as needed, these responsibilities can be extensive and varied.
• Support other members of the team to ensure smooth delivery of objectives.
• Maintain and develop procedures and processes to drive efficiency and accuracy.

RAM Analyst

• Through learning and experience, become an expert in all areas of RAM Performance and Risk analysis and reporting.
• Production and development of Monthly and Quarterly reporting.
• Ensuring accuracy of our fund returns in external vendors (FE and Morningstar).
• Support RAM related queries, sales reporting and fund updates.
• BarraOne System Maintenance: Data integrity and development for RAM funds.
• To support other members of the team.
• Upkeep and development of procedures and processes.

Knowledge, Skills, and Experience

Essential

• Excellent written and verbal communication skills, with the ability to build constructive relationships across Investment Management, client-facing teams, and the wider business.
• Strong organisational and time management skills.
• High attention to detail.
• Ability to analyse and present insights from large datasets and integrate multiple data sources.
• Proven ability to take ownership of tasks, work independently, as part of a team and meet deadlines.
• Intermediate proficiency in Microsoft Excel.

Desirable

• Strong critical thinking and problem-solving skills, with a willingness to challenge existing processes and suggest enhancements to improve analysis.
• Ability to adapt to changing priorities in a dynamic environment.
• Enthusiasm for developing IT skills and embracing new technologies.
• No specific degree requirement, a common misconception is that a Maths or Physics degree is essential for Performance roles. Reality is, a genuine desire to enhance what Rathbones offers clients is far more relevant.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.