Investment Performance and Data Manager

Join us as an Investment Performance and Data Manager, where you’ll be part of the Global Investment Performance and Risk Analytics team, which delivers timely, high-quality analysis across a wide range of traditional and alternative investment vehicles. The team applies advanced attribution and risk methodologies to support the investment process, generate insights for senior stakeholders and support discussions on performance and risk.

You will play a leading role in supporting and enhancing Barclays Private Bank & Wealth Management’s investment capabilities, working closely with portfolio managers, distribution teams, third-party vendors, and internal stakeholders. Your responsibilities will include providing detailed performance assessment of multi-asset portfolios, including Barclays’ strategic and tactical asset allocation, and attributing relative performance across allocation, selection, market timing, and currency effects.

You’ll also support in strategic ideas, identifying opportunities to improve processes and implement scalable, technology-driven solutions. Using your market knowledge, you’ll clearly communicate the impact of investment strategies and contribute insightful monthly performance commentary.

To be successful as an Investment Performance and Data Manager, you should have experience with:

• Demonstrate excellent analytical skills and experience in performance or risk measurement
• Communicate detailed data clearly and support junior team members
• Be familiar with GIPS, FCA regulations, and proficient in tools like Excel, VBA, and Bloomberg
• Build effective relationships across all levels and contribute to strategic projects
• Hold a graduate-level education and have a solid understanding of equity/fixed income attribution and data integrity

Some other highly valued skills may include:

• Professional accreditations such as CFA or CIPM are highly desirable
• Practical experience using Python, R, and SQL
• Excellent communication skills, with the ability to explain multi-layered concepts clearly
• High attention to detail and accuracy in data handling and reporting

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in London.

Purpose of the role

To design, develop, implement, and support mathematical, statistical, and machine learning models and analytics used in business decision-making

Accountabilities

• Design analytics and modelling solutions to complex business problems using domain expertise.
• Collaboration with technology to specify any dependencies required for analytical solutions, such as data, development environments and tools.
• Development of high performing, comprehensively documented analytics and modelling solutions, demonstrating their efficacy to business users and independent validation teams.
• Implementation of analytics and models in accurate, stable, well-tested software and work with technology to operationalise them.
• Provision of ongoing support for the continued effectiveness of analytics and modelling solutions to users.
• Demonstrate conformance to all Barclays Enterprise Risk Management Policies, particularly Model Risk Policy.
• Ensure all development activities are undertaken within the defined control environment.

Vice President Expectations

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
• OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.