Fund Performance Analyst

Cobalt Recruitment
England, London
£40000.00 - £50000.00 per annum + benefits package + bonus
Closing date
1 Sep 2022

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Investment & Financial
Job Role
Contract Type
Full Time
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Job Details

A Private Equity Real Estate Investment Fund Manager is seeking an Associate level Performance Analyst to join their Investment Strategy team based in London.

Key Performance Analyst responsibilities:

  • Update the Excel performance database with accounting data from the funds to produce performance calculations (fund and property level across UK and Europe).
  • Liaise with the Fund Services and Accounting teams to discuss unusual data findings.
  • Review automated performance calculations.
  • Provide sign off (after training) for fund data for market bench marking and consultants.
  • Work with relevant data platforms to obtain index or benchmark data to assist colleagues in decision making.
  • Provide bespoke analysis to the Fund Managers for board papers and quarterly reports.

Performance Analyst requirements:

  • Strong financial and analytic skills.
  • Strong Excel skills with good knowledge of formulas, functions and chart creation.
  • Experience and knowledge of the commercial real estate market.
  • Strong attention to detail and ability to work to deadlines.
  • Excellent report writing and presentation skills.

This is a fantastic opportunity for someone from a Real Estate Performance, Fund or Portfolio Analyst background.

Office is based in Central London (2-3 days in the office and ability to work from home).

Salary from £40,000 - £50,000 per annum, plus benefits package and bonus.

If this opportunity is of interest and you have the experience required, please apply online with your CV in word format.


Cobalt is a leading specialist recruitment provider to the Real Estate, Finance, Accounting & Banking, Construction & Engineering sectors. We recruit professionals from our offices in the UK, Europe, Middle East and Asia Pacific for clients ranging from large corporate organisations to niche entrepreneurial entities. Consultants at Cobalt have an impressive knowledge of their specialist sectors, often having been attracted to Cobalt directly from industry as well as from other recruitment and search consultancies.

Within Real Estate we recruit all types of professionals spanning the full property lifecycle, our Banking & Finance teams recruit Real Estate Bankers on the lending and restructuring side as well as Corporate Accounting functions and Management Accountants. The Construction & Engineering teams are technically and commercially focused, recruiting professionals in areas such as Costs and Project Management, Architecture, Town Planning and Facilities Management as well as a wide range of Engineering disciplines.

We recruit at all levels from recently qualified professional to Board Director through executive search, our market leading propriety database and advertising in leading industry publications for both permanent and interim opportunities.

Our in-depth market knowledge not only attracts top tier candidates, but also enables us to advise our clients on the most appropriate recruitment approach to take with complementary advice on remuneration and retention.

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