Performance Analyst

Performance Analyst (Asset Management)

We are working with a highly regarded Edinburgh based fund manager to appoint a Performance Analyst within their Performance Measurement team.

This is a permanent opportunity offering a strong blend of technical delivery, stakeholder engagement and exposure across front office and distribution functions, within a collaborative and well respected investment environment.

The role will operate on a hybrid basis with three days per week in the Edinburgh office.

The role

You will play a key role in the production, analysis and delivery of investment performance reporting across a range of funds and mandates. This will include both regular and ad hoc reporting, supporting internal stakeholders, clients and consultants.

Key responsibilities include:

• Production of performance attribution and risk reporting
• Analysis and validation of performance data across multiple products
• Supporting fund managers and sales teams with detailed performance insight
• Delivery of management information and risk reporting
• Oversight of performance outputs including external vendor data
• Supporting GIPS compliance and related processes
• Building relationships across investment, technology and distribution teams

What we are looking for

• Strong experience within performance measurement in asset management
• Solid understanding of investment products and performance methodologies
• Advanced Excel capability
• Experience with tools such as FactSet, Lipper or Style Analytics
• Strong analytical mindset with high attention to detail
• Ability to engage confidently with a range of stakeholders

This is an excellent opportunity to join a firm with an outstanding reputation, strong culture and a genuine focus on quality and collaboration