Morrison Global and Investment Performance & Data Analyst
Founded in 1988, Morrison is a leading global infrastructure manager, investing across the risk spectrum in both private and listed markets. Our purpose is to invest wisely in ideas that matter. We believe the best investments serve an enduring societal need and have a firm commitment to sustainability.
If you’re passionate about investment markets, performance analytics and using technology to turn complex data into meaningful insight, this is an opportunity to join our Listed Markets team in London.
As the Investment Performance and Data Analyst, you will play an important role in delivering accurate, timely and insightful performance, attribution and investment reporting across our listed market portfolios. You’ll work closely with portfolio managers and investment teams, while also helping operate and develop GATE, our in-house investment research and reporting platform.
Key Responsibilities
A list of the key responsibilities:
- Prepare, review and explain portfolio performance, attribution and benchmark-relative outcomes across investment strategies, products and mandates.
- Maintain and enhance performance measurement processes, including return calculations, attribution models, benchmark mapping and reporting controls.
- Investigate performance anomalies, data quality issues and reconciliation breaks, working across investment, operations, distribution and data providers to resolve issues.
- Support monthly, quarterly and ad hoc investment reporting for portfolio managers, boards, clients, consultants, platforms and distribution teams.
- Operate and develop GATE, including its automated data and reporting processes, data connectors, dashboards and reporting templates.
- Review AI-assisted analysis and reporting for accuracy and help improve the quality of its outputs.
- Use Python and SQL to maintain, test and enhance investment data and reporting processes.
- Contribute to investment governance, performance reviews, committee papers, due diligence and regulatory or compliance reporting.
- Help improve and automate processes while maintaining strong controls, documentation and audit trails.
Skills, Knowledge and Expertise
You’re analytically strong, highly detail-oriented and genuinely interested in understanding what drives investment performance. You’re equally comfortable working with investment concepts and getting into the underlying data and technology.
Ideally, you’ll bring:
- A tertiary qualification in finance, commerce, economics, accounting, mathematics, statistics, data analytics, computer science or a related discipline.
- 5+ years’ experience in investment performance, attribution, investment reporting, investment data or a related investment management role.
- A sound understanding of investment markets, benchmarks, portfolio construction, performance measurement and attribution.
- Working knowledge of Python and SQL, including the ability to read, test and maintain code.
- Advanced Excel capability.
- Strong problem-solving skills and an interest in automation, data quality and building scalable reporting processes.
- The ability to translate complex technical analysis into clear, practical insights for investment, governance and client-facing stakeholders.
- Experience with tools such as FactSet PA, Git, APIs, performance systems or market data platforms would be advantageous.
- CFA, CIPM, CA, CPA, FRM or a postgraduate finance qualification would also be highly regarded.
Location
London (Onsite)