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
Join a highly regarded fund manager in Edinburgh, where you will thrive in a collaborative and respected investment environment. With a strong focus on employee growth, this company offers a hybrid working model, allowing for flexibility while fostering meaningful relationships across teams. Enjoy the benefits of working in a culture that prioritises quality and collaboration, making it an excellent employer for those seeking a rewarding career as a Performance Analyst.
StudySmarter Expert Advice🤫
We think this is how you could land Performance Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for those interviews! Research the company and its performance measurement practices. We want you to be able to discuss how your experience with tools like FactSet or Lipper can add value to their team. Confidence is key!
✨Tip Number 3
Showcase your analytical skills! Bring examples of your past work where you’ve produced performance reports or insights. We love seeing how you’ve tackled challenges and delivered results, so don’t hold back!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for talent that fits our collaborative culture, so make sure you stand out!
We think you need these skills to ace Performance Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Performance Analyst role. Highlight your experience in performance measurement and any relevant tools you've used, like FactSet or Lipper. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about performance analysis and how you can contribute to our team. Be sure to mention your analytical mindset and ability to engage with stakeholders.
Showcase Your Achievements:When detailing your experience, focus on specific achievements rather than just duties. Did you improve reporting processes or enhance data accuracy? We love to see quantifiable results that demonstrate your impact!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Be-Resourcing
✨Know Your Numbers
As a Performance Analyst, you'll be dealing with a lot of data. Brush up on your performance measurement metrics and methodologies before the interview. Be ready to discuss how you've used tools like FactSet or Lipper in your previous roles.
✨Engage with Stakeholders
This role requires strong stakeholder engagement. Prepare examples of how you've successfully communicated complex performance insights to different audiences. Show that you can build relationships across teams, especially with fund managers and sales teams.
✨Showcase Your Analytical Skills
Highlight your analytical mindset by discussing specific projects where your attention to detail made a difference. Be prepared to walk through your thought process when analysing performance data and how you validated that information.
✨Understand the Company Culture
Research the firm’s culture and values. Since they focus on quality and collaboration, think about how your personal values align with theirs. Be ready to share how you thrive in a collaborative environment and contribute to a positive team dynamic.
