Work with asset allocation / investment strategy team. Update asset allocation weightings daily on large aggregated pension funds over £20bn. Check trades have been accounted for with Portfolio Managers . Update benchmarks. Ensure compliance with specified mandates. Send trade instructions.

Responsible for performance analysis and attribution on £60 billion multi-asset Prudential Life Fund. Analyse and evaluate portfolio allocation and selection decisions, currency hedging, strategic benchmark changes. Work with PM’s, CIO and CEO of Prudential Portfolio Management Group.

Heavily involved in full project to implement new multi-asset performance attribution functionality on State Street platforms. Pension and Retail funds including Fixed Income, Equity, Futures, FX Forwards, Swaps, CFDs. Work with PM’s to create new reports to help evaluate fund performance. Use VBA to automate attribution reports. Ensure accounting are correctly booking transactions and allocations to reflect true fund manager performance. Update composite benchmarks to reflect change in investment styles or allocation decisions. Show less