At a Glance
- Tasks: Analyse and deliver investment performance reporting for various funds and mandates.
- Company: Highly regarded fund manager based in Edinburgh with a collaborative culture.
- Benefits: Hybrid working, strong career development, and exposure to front office functions.
- Other info: Opportunity to build relationships across investment and technology teams.
- Why this job: Join a respected firm and make an impact in performance measurement.
- Qualifications: Experience in performance measurement and strong analytical skills required.
The predicted salary is between 40000 - 50000 £ per year.
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.
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
- 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.
Performance Analyst employer: Be-Resourcing
As a Client Services Manager at this innovative SaaS company, you'll be part of a dynamic team that values collaboration and creativity in delivering top-notch property and business management solutions. The company fosters a supportive work culture with ample opportunities for professional growth, ensuring you can develop your skills while making a meaningful impact on clients' operations across the UK. Located in a vibrant area, employees enjoy a flexible work environment and a strong commitment to work-life balance, making it an excellent place to thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Performance Analyst
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Be-Resourcing, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Be-Resourcing.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Be-Resourcing.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Be-Resourcing, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Performance Analyst
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Be-Resourcing want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Be-Resourcing.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Be-Resourcing will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Be-Resourcing. Numbers speak louder than words!
How to prepare for a job interview at Be-Resourcing
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Be-Resourcing want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withBe-Resourcing.
