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About the Role

This role is an opportunity to join the Listed Markets team in London, playing an important role in delivering accurate, timely, and insightful performance, attribution, and investment reporting across listed market portfolios. You will work closely with portfolio managers and investment teams, while also helping to operate and develop GATE, the in-house investment research and reporting platform.

Responsibilities

Prepare, review, and explain portfolio performance, attribution, and benchmark-relative outcomes across investment strategies, products, and mandates.
Maintain and enhance performance measurement processes, including return calculations, attribution models, benchmark mapping, and reporting controls.
Investigate performance anomalies, data quality issues, and reconciliation breaks, collaborating across investment, operations, distribution, and data providers to resolve issues.
Support monthly, quarterly, and ad hoc investment reporting for portfolio managers, boards, clients, consultants, platforms, and distribution teams.
Operate and develop GATE, including its automated data and reporting processes, data connectors, dashboards, and reporting templates.
Review AI-assisted analysis and reporting for accuracy and help improve the quality of its outputs.
Use Python and SQL to maintain, test, and enhance investment data and reporting processes.
Contribute to investment governance, performance reviews, committee papers, due diligence, and regulatory or compliance reporting.
Help improve and automate processes while maintaining strong controls, documentation, and audit trails.

Requirements

A tertiary qualification in finance, commerce, economics, accounting, mathematics, statistics, data analytics, computer science, or a related discipline.
5+ years of experience in investment performance, attribution, investment reporting, investment data, or a related investment management role.
A sound understanding of investment markets, benchmarks, portfolio construction, performance measurement, and attribution.
Working knowledge of Python and SQL, including the ability to read, test, and maintain code.
Advanced Excel capability.
Strong problem-solving skills and an interest in automation, data quality, and building scalable reporting processes.
The ability to translate complex technical analysis into clear, practical insights for investment, governance, and client-facing stakeholders.
Experience with tools such as FactSet PA, Git, APIs, performance systems, or market data platforms is advantageous.
CFA, CIPM, CA, CPA, FRM, or a postgraduate finance qualification is highly regarded.

Skills

Python
SQL
Excel
Performance Analytics
Data Analysis
Investment Reporting
Automation
Problem-solving

Location

London

Work Type

Hybrid
Full-time

Experience Level

5+ years

Education Level

Tertiary qualification in finance, commerce, economics, accounting, mathematics, statistics, data analytics, computer science, or a related discipline
CFA
CIPM
CA
CPA
FRM
Postgraduate finance qualification

About the Company

Founded in 1988, Morrison is a leading global infrastructure manager, investing across the risk spectrum in both private and listed markets.
Our purpose is to invest wisely in ideas that matter.
We believe the best investments serve an enduring societal need and have a firm commitment to sustainability.

Equal Opportunity

Morrison is an equal opportunity employer, and we encourage people of all backgrounds to apply.
Please let us know if you require any support or adjustments during the recruitment process.