At a Glance
- Tasks: Analyse investment performance data and produce high-quality reports for stakeholders.
- Company: Join a high-performing investment team in Edinburgh with a focus on performance measurement.
- Benefits: Competitive salary plus benefits, including a hybrid work model with three days onsite.
- Other info: No sponsorship available; must be eligible to work in the UK.
- Why this job: Ideal for those passionate about investment data and delivering precise reporting.
- Qualifications: Requires advanced Excel skills and experience with performance analytics systems like FactSet.
The predicted salary is between 45000 - 55000 £ per year.
An exciting opportunity has arisen for a detail-oriented Performance Analyst to join a high-performing investment team. This role is ideal for someone passionate about investment data, performance analysis, and delivering high-quality reporting in a fast-paced environment.
The Role
As a Performance Analyst - Performance Measurement, you will play a critical role in ensuring the accuracy, integrity, and timely delivery of performance reporting across the business. You will analyse and coordinate investment performance data for use in both internal and external reporting, supporting key stakeholders including fund managers, clients, and consultants. You will collaborate closely with teams across investment, technology, and distribution, as well as engaging with external vendors, to deliver insightful analysis and support continuous improvement in performance reporting processes.
Key Responsibilities
- Produce and deliver accurate, high-quality performance attribution and risk reports within agreed timelines
- Support fund managers and sales teams with ad hoc analysis and reporting requests
- Prepare periodic management risk and information reports with a strong focus on precision and consistency
- Manage the production and delivery of Style Research Skyline and related reports
- Assist with client servicing, including segregated fund performance calculations and base fee support
- Build and maintain strong relationships with internal stakeholders to identify requirements and enhance reporting capabilities
- Ensure systems, methodologies, and outputs are aligned with business needs and product complexity
- Maintain compliance with GIPS standards and ensure composites and procedures are kept up to date
- Liaise with external performance measurement providers and vendors
- Contribute to cross-functional projects and strategic initiatives
Skills & Experience Required
- Strong understanding of investment performance measurement techniques
- Advanced Excel skills with the ability to handle complex data sets
- Excellent analytical and problem-solving abilities
- Solid knowledge of investment products and financial markets
- Experience with performance and analytics systems such as FactSet, Lipper, and Style Research
- High attention to detail and ability to deliver accurate work under tight deadlines
What You'll Bring
- A proactive, solutions-focused mindset
- Strong communication skills with the ability to engage across diverse stakeholder groups
- A collaborative approach with a commitment to high standards and continuous improvement
Culture & Values
You will be joining a business that places strong emphasis on:
- Client Focus: Acting with fairness, transparency, and clear communication
- Collaboration: Encouraging teamwork, knowledge sharing, and collegiality
- Integrity & Accountability: Upholding the highest professional standards and taking ownership of outcomes
If you're looking to take the next step in your investment analytics career and be part of a collaborative, high-quality environment, we'd love to hear from you.
Performance Analyst employer: Head Resourcing Ltd
This Edinburgh-based firm prioritises client focus and collaboration, offering a competitive salary and a hybrid work environment. The investment team values integrity and accountability, ensuring high professional standards.
