Senior Performance Analyst in England - London, United Kingdom

at RBC Wealth Management

Banking / Financial Services
Financial Services
Minimum Qualification
Bachelor's Degree
Required Experience
7 - 10 years
Employment Type
Full Time
Male or Female
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Job Description

To manage Performance Measurement and Attribution metrics across RBC Wealth Management in the British Isles & Caribbean.



  • Performance measurement metrics contained against RBC's core, consolidated and enhanced client reports.
  • High net worth bespoke reporting calculations (discretionary and advisory).
  • Portfolio Consulting & Manager Research reporting. 
  • Product Specialist Performance requirements
  • Investment Solutions Service performance requirements.
  • In-house Fixed Income attribution analysis.
  • Management of performance standards (GIPS).
  • Management of the performance approach.
  • Co-ordinate relevant updates of performance measurement drivers across various functions (e.g. Back office – pricing / fx rates, transaction booking; Middle Office – portfolio inception dates; Front Office – benchmark composition).
  • Assisting in the resolution of day-to-day performance production issues, especially working closely with Client Reporting function during monthly and quarter end reporting cycles
  • Review of performance outliers on a regular basis.
  • Co-ordinate with technology resolution of performance measurement related production issues i.e. prioritise change requests and defect fixes.
  • Acceptance testing of defect fixes and project deliveries (incl. test script creation and test execution)
  • Subject Matter Expert for creation of business requirements to enhance performance measurement capabilities and maintenance of relevant procedure documentation.




  • Experience should be in a performance measurement, performance evaluation, and/or performance attribution role.
  • Familiarity with performance attribution methodologies and interpretation of results, knowledge of various investment instruments, working knowledge of analytic techniques and statistical concepts.
  • Strong communication and presentation skills, both written and verbal.
  • Needs excellent attention to detail and a high degree of professionalism / initiative.
  • Ability to create and manage strong relationships.
  • Ability to set agenda & drive results in order to facilitate resolution of issues.
  • Very strong excel skills required (charting, PivotTables, lookups, general manipulation)

Not essential but advantageous

  • CFA certified or progress toward this charter.
  • Experience in writing SQL queries.
  • Exposure to the Investment Management platform Triple A.


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