Newton, Performance Analyst II

  • Competitive
  • London, England, United Kingdom
  • Permanent, Full time
  • BNY Mellon Investment Management
  • 18 Feb 19

Newton, Performance Analyst II

Job Purpose:

To provide accurate and timely performance analysis.

Company Overview: Newton Investment Management Limited is an active investment management firm, using thematic ideas about the long-term investment landscape to create and manage strategies that help secure clients' futures. Newton thinks on a global basis, with its single London-based investment team working collaboratively across asset classes and regions. The firm builds bold solutions, designed to meet the real-world challenges clients face, and the team manage them responsibly in the broadest sense - through embedding environmental, social and governance considerations, and engaging on issues that affect their clients. Those clients are based around the world, and include pension funds, corporations and charities and, via Newton's parent company BNY Mellon, individuals. With offices in London and New York, Newton has £49.8bn assets under management (as at 31 March 2018), including assets managed by Newton Investment Management Limited as dual officers of Newton Investment Management (North America) Limited and The Bank of New York Mellon. News and other information about Newton is available at and via Twitter: @NewtonIM. Key Responsibilities:

  • To calculate and analyse the investment performance of Newton managed portfolios
  • To understand Newton's investment process and how this relates to investment performance
  • Assist in the development of performance analysis to help the investment team better understand how portfolio construction has led to the investment return
  • Develop a close working relationship with the front office and client relationship teams
  • To be knowledgeable in attribution and analytical concepts relating to performance reporting
  • Assist in the effort to ensure performance data provided by the desk is consistently of the highest quality
  • To contribute to the debate across the desk to stimulate development and better understanding of performance, attribution and analytical concepts
  • To assist with maintaining Newton's GIPS verified status
  • To undertake any analysis as instructed by the Head of Investment Performance
  • To assist with maintaining Newton's GIPS verified status


Job Specific Competencies:

  • Previous working experience and knowledge of investment performance systems, preferably FactSet

  • Investment Management industry experience, specifically experience working with Investment professionals

  • Strong analytical and quantitative skills with strong attention to detail

  • Creative thinker with the ability to solve complex problems

  • Excellent communication skills


BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Greater London-London
Job: Asset Management
Internal Jobcode: 51603
Organization: Newton-HR06148
Requisition Number: 1814267