Performance Analyst

The Opportunity

We are partnering with a highly regarded and well-established family office with a sophisticated investment platform and diversified portfolio across asset classes and geographies.

Reporting to the Head of Investments, the Performance Analyst will play a key role in managing portfolio data, delivering insightful performance reporting, and supporting end-to-end investment operations. This is a hands-on role offering strong exposure across portfolio analytics, reporting, and implementation activities within a high-performing team.

This opportunity is well suited to an analytically strong candidate looking to deepen their experience across investment performance and operations in a dynamic environment.

Key Responsibilities

Performance Reporting & Analytics

• Produce performance, attribution, exposure, liquidity, and benchmark reporting
• Maintain portfolio, transaction, and valuation data ensuring accuracy and integrity
• Support monthly, quarterly, and ad hoc reporting for internal stakeholders
• Develop and enhance reporting dashboards and analytics outputs

Investment Operations

• Manage investment implementation including subscriptions, redemptions, and documentation
• Support trade execution, settlement, and account management activities
• Coordinate with external managers, administrators, and service providers
• Ensure efficient execution across the investment portfolio

Data Management & Systems

• Maintain and improve portfolio data within investment systems (e.g. Addepar)
• Drive enhancements across reporting tools, processes, and data quality
• Support automation and continuous improvement initiatives

Governance & Stakeholder Engagement

• Assist with audit, compliance, and governance requirements
• Liaise with investment managers, administrators, and internal stakeholders
• Support broader team initiatives and ad hoc projects as required

Key Requirements

• 2-3 years’ experience in investment operations, performance reporting, or analytics
• Strong analytical capability with high attention to detail
• Experience with portfolio reporting and performance measurement
• Exposure to portfolio management systems (Addepar or similar) highly regarded
• Advanced Excel and quantitative skills
• Strong organisational skills with the ability to manage multiple priorities
• Collaborative approach with the ability to work autonomously
• Genuine interest in investments and financial markets

For a confidential discussion, please contact:

Darragh Cleary - ***email_hidden***

Alternatively, apply via the link below.

Please note all applications will be managed exclusively by Kaizen Recruitment.