Performance Measurement Trainee

  • Category
    Insurance accountant
  • Job Type
  • Industry
    Accounting, Finance and Insurance
  • Job reference:

Service delivery and standards

  • Review Internal Collective Funds (ICF) performance according to agreed benchmark on a quarterly basis
  • Liaise with investment managers in case of significant deviations from defined benchmarks
  • Support the creation of new products or new ICFs and ensure the correct setup of funds objective, strategy and benchmark
  • Completion of due diligence risk assessments for prospect Investment Managers.
  • Provide support to the Legal Department on potential complaints related to fund performance
  • Creation of monthly and quarterly reports for clients and partners
  • Creation of performance overview reports for Internal Dedicated Funds.
  • Support PRIIPs production process
  • Deal with ad-hoc queries from partners, clients & other departments 


  • In a Master degree in Finance, Economics or equivalent
  • Good understanding of investment instruments and a general interest in financial markets
  • Ability to thrive in an environment of pressing deadlines and constantly changing conditions, working on multiple assignments
  • Team player whilst able to work independently
  • Mature, Independent, flexible
  • Strong analytical skills and attention to detail
  • Well organised with a methodical approach to work
  • Effective communication skills, both verbal and written
  • Fluent in English (verbal and written)
  • Proficient in Microsoft Office Suite with strong Excel skills;

Relationships and influencing

  • Develop a strong relationship with his/her counterparts within other departments
  • Adopt a professional and ethical attitude
  • Ensure a professional and reliable service to other departments, clients and partners. 

Please apply with your CV to: Natacha Joseph

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