Fund jobs in HorshamCreate job alerts

Love being on the move and interacting with people from all walks of life? Proud to deliver quality goods on time and put a smile on thousands of faces every week? Join Ocado Logistics where there are bags of possibilities. It's our mission to provide an outstanding customer experience. Whilst others might call you delivery drivers, here at Ocado Logistics our Customer Service Team Members play a vital role, delivering top quality products on time and in an efficient manner. You’ll be out on the road whatever the weather, but you’ll never have to fight over the radio station, and you can sing along as loud as you like! In return, we use our automated technology to pre plan your route and pre-load your van! Everyone likes their groceries at different times, so our working patterns will involve evenings and weekends in addition to weekdays - so on top of your base pay you will receive premiums that will increase your average hourly earnings to £13.70 per hour. You can also stack your earnings further with enhanced overtime to fund those special occasions! All your breaks are paid, meaning for every minute at work you get paid. That’s a great deal! (Everyone’s shifts will vary but more information is included at the bottom of this advert to help you understand what that might look like.) Whilst a safe working environment goes without saying, we offer a shopping list of perks that you can tailor to suit your lifestyle, including: • Company pension of up to 7% matched contributions after just 3 months, • An enhanced digital health and wellbeing service, including virtual GP appointments, for you and your dependents, • Hundreds of high street shopping, entertainment and restaurant discounts, • Life insurance coverage from day one of employment, • 15% off your weekly shop with Ocado.com, • Loads more voluntary benefits such as dental and travel insurance at a discounted price You don’t need any previous experience to join our good-natured team, just bring yourself and a positive attitude, and our amazing training team will do the rest! But you will need the following Driving Licence Requirements: • Full UK or EU driving licence., • Minimum of 6 months driving experience (12 months experience is desirable)., • Maximum of 6 penalty points. As this is a customer facing role, good communication skills are also essential. How to apply: • Fill in an online application - there is no CV needed!, • Our friendly recruitment team will get in touch to conduct an Online Licence Check and Right to Work Checks., • You will be invited to take a tour of the site, giving you the opportunity to meet the team for a question-and-answer session, • We will run a Disclosure Barring System check (DBS). Contract Hours: 40 hours (including paid breaks) Contracted days: You will be required to work any 5 days out of 7 working 8 hour shifts, and will be provided with further information during pre-boarding. Shifts: AM & PM. You may start as early as 05:30 in the morning, and can finish as late as 12:00 (midnight). Please check your commute time prior to applying. You will receive your shift rota up to 13 weeks in advance. Pay Structure: The position is lunar paid. This means you will be paid every 4 weeks according to a monthly schedule. Please take this into consideration when applying. Hourly Pay Rate: Monday to Saturday (Basic Rate) £13.25 Evening Premium (from 6pm) £1.12 Sunday Day Premium £1.33 Sunday Evening Premium £2.56 Overtime rate Monday to Saturday (Day Shift) £16.56 Overtime rate Monday to Saturday (Evening Shift) £17.96 We are proud to be a Disability Confident employer, prioritising inclusivity and equal opportunities for all individuals, ensuring a supportive and accessible workplace for people with disabilities. So, whatever your background or story, you’ll find a home at Ocado Logistics.

Job Description Role Overview The Performance and Reporting Team, based in Horsham, delivers comprehensive reporting and analysis for all pooled and segregated accounts managed in London. Utilising the Bi-Sam (B-One) performance and attribution reporting system and Aladdin as the portfolio accounting system (containing ABOR data), the team works closely with FactSet who provide a Managed Service for performance and attribution calculations in B-One. The Horsham Performance and Reporting Team perform service-related tasks, non-standard reporting, client reporting, query resolution and provide performance expertise for the business across all asset classes, including Equities, Fixed Income, Multi Asset, Commodities, EMD, Property and Solutions. As a Lead Analyst, you will play a critical role in delivering accurate and reliable performance reporting resolving complex queries and providing analysis to internal stakeholders such as fund managers, product managers, and client directors, all within challenging deadlines. You will provide subject matter expertise, particularly in the oversight of sensitive client relationships, production of reports, and handling ad-hoc requests. The role requires the ability to triage and resolve queries and to manage and represent the department in relation to core operating platforms and ongoing departmental change. You will also support centralised service management activities, addressing both standard and specialised client requirements. In this role you will help foster a collaborative and supportive team environment. Your strong interest in problem solving and learning will help drive efficiency and innovation in our processes. We aim to have a multi skilled team, the successful candidate will be willing to learn about other functions and processes from other areas to enhance their knowledge and increase their mobility within teams. They will thrive under pressure, demonstrate excellent organisational and client management skills. About Schroders We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The base At Schroders, we're known for doing things differently. That's why we're building a home for the ambitious in Horsham, West Sussex. You'll get the all the benefits of being part of a world-leading FTSE 100 company. But you'll also get the support of being part of a genuine local community. If you're looking for opportunities that match your ambitions, you'll find them right here in Horsham. What you'll do • Continuously develop expertise in investment strategies, attribution requirements., • Liaise with FactSet regarding report deliverables and business reporting requirements, • Act as an intermediary between Schroders and FactSet ensuring Business requirements are communicated accurately and promptly., • Provide oversight of deliverables from FactSet and their levels of service relating to errors and timeliness of reporting., • Collaborate with Fund and Product Managers to create and enhance reporting solutions for new and complex products., • Maintain and update comprehensive procedure notes reflecting new functionality and evolving processes., • Ensure accurate calculation and reporting of performance and attribution in line with established procedures, controls, and service level agreements., • Oversee quality assurance of outputs from performance systems, resolving and escalating issues as necessary., • Act as an escalation point and mentor for junior team members, supporting their development through training and guidance., • Promptly resolve queries and liaise with internal teams and clients to maintain high-quality service delivery., • Produce reports utilising bespoke tools and additional reporting requirements outside of the standard report offering from FactSet., • Proactively communicate with other business areas to improve accuracy and reliability in performance reporting., • Complete all tasks to agreed deadlines, appropriately communicating and recording any missed deadlines., • Investigate and resolve recurring or complex issues impacting the team or wider business., • Serve as the subject matter expert for designated tasks or responsibilities, staying current with industry and system developments., • Demonstrate professionalism and foster a culture of best practice and excellence within the team., • Build and nurture strong working relationships with internal and external stakeholders, suppliers, and clients., • Train others in performance processes and query resolution., • Actively seek out opportunities to develop your skillset in other areas to become a multiskilled individual. The knowledge, experience and qualifications you need, • Previous experience working in Performance, securities, fund management, or portfolio accounting., • Track record of collaborating with internal clients and influencing cross-functional teams to deliver high-quality service within agreed SLAs., • Experience with performance reporting across a broad spectrum of investment products, including pooled and segregated assets., • Involvement in projects and change initiatives is advantageous., • Degree or A Level (or equivalent) in a numerate discipline., • IAQ/IMC professional qualifications preferred and training/competency accreditation suitable to the role. Technical Expertise, • Strong technical understanding of investment instruments, derivative products, and complex investment structures., • Knowledge of performance topics such as attribution methodologies and ex-post risk statistics., • Demonstrated proficiency in analytical tools, especially Excel; familiarity with Word, PowerPoint, Visual Basic, Access, and SQL is beneficial., • Solid grasp of investment processes and AI fundamentals. Personal Attributes, • Excellent communication and interpersonal skills, both written and verbal., • Positive, open-minded attitude to change and new ideas, with a creative approach to problem-solving., • Ability to learn quickly and apply new knowledge effectively., • Strong organisational and prioritisation skills, with the ability to manage competing demands and deliver to tight deadlines., • Meticulous attention to detail and a focus on quality and accuracy in all outputs., • Results-oriented, self-motivated, and enthusiastic, with a commitment to team success and client service., • Demonstrates professional behaviour and contributes to a collaborative, innovative culture., • Receptive to feedback, challenges the status quo, and proactively seeks opportunities for improvement., • Taking accountability and ownership of their responsibilities, embracing challenges, driving outcomes, and executing promises with pace and precision., • Championing collaboration to fuel collective success, break through barriers, and resolve conflict., • Innovating by challenging the current way of working, adapting with agility, and cutting through complexity with clarity and purpose., • Inspiring our people by embodying our culture encouraging and empowering others, leading by example, and advocating for our clients., • Being client centric, anticipating clients' needs and proactively addressing challenges with foresight to deliver an extraordinary client experience. The Modular Approach Whilst the job description focuses on the specialist skills needs for day one, the Client Mandate Lifecycle Services Modular Team will need to transition to a multi-skilled model in due course. This will be achieved by utilising a 'train and rotate' approach where the entire team will spend time learning and applying the following key skills and activities across all aspects of Client Lifecycle. These services are summarised below: Performance • Non-standard Performance and attribution reporting, • Resolve performance queries and service requests for performance, RFPs and non-standard client requests Reporting, • Oversee the day-to-day production of accurate and timely reports, ensuring both internal and external deadlines are met, and resolve issues as they arise., • Maintain and enhance production controls, procedure documents, and reporting templates to ensure best practice and compliance., • Collaborate with a range of business areas and key stakeholders to coordinate workflow and respond to queries while aligning to their requirements. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics. About Us We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.