Investment Performance Analyst
Investment Performance Analyst

Investment Performance Analyst

Edinburgh Temporary 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a high-performing team to analyze investment performance and produce insightful reports.
  • Company: Work with a leading name in the investment management industry known for excellence.
  • Benefits: Gain valuable experience in a dynamic environment with opportunities for career growth.
  • Why this job: Perfect for problem solvers eager to enhance their skills in a lively, award-winning team.
  • Qualifications: 1-3 years in investment management; strong numerical skills; VBA/SQL proficiency is a plus.
  • Other info: This is a competitive role; apply quickly to stand out!

The predicted salary is between 28800 - 43200 £ per year.

Our client is a leading name within the investment management industry who are looking to recruit a Performance Analyst to join their high-performing team on a 9-12 month Fixed Term Contract.

Reporting to the Head of Performance, they will take responsibility for the following duties:

  • Conduct Performance Attribution and Calculation using specific performance systems as well as some manual spreadsheets.
  • Production of performance reports
  • Developing performance data and performance systems to enhance the performance reporting process
  • Leading ad hoc data-centric projects to improve efficiency within the Performance team
  • Writing commentaries to explain fund performance
  • Enhancing the current performance reporting process by using advanced Excel, VBA and/or SQL

The Performance Analyst will meet the following skill set:

  • 1-3 years experience within an investment management house
  • Experience of report production within investment operations preferred
  • Sees themselves as a natural problem solver
  • Highly numerate – numerical degree is preferred
  • VBA/SQL and Python proficiency beneficial.

This is an exciting opportunity for junior candidates with strong buy-side Operations experience, ideally with Performance Analysis and/or Data Analysis experience looking to excel their career as a Performance Analyst in a dynamic and lively team at an award-winning asset management house.

If you believe your background meets the criteria, please apply with a copy of your CV.

Note, this is a highly competitive position. We receive a high volume of applicants and are unable to respond to each CV we receive.

“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”

Investment Performance Analyst employer: Mason Blake

Our client is an esteemed leader in the investment management sector, offering a vibrant work culture that fosters collaboration and innovation. Employees benefit from comprehensive professional development opportunities, including exposure to advanced performance systems and data-centric projects, all while being part of a high-performing team dedicated to excellence. Located in a dynamic environment, this role not only promises meaningful work but also the chance to grow within an award-winning asset management house.
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Contact Detail:

Mason Blake Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Performance Analyst

Tip Number 1

Familiarize yourself with performance attribution and calculation methods. Understanding these concepts will not only help you in interviews but also demonstrate your commitment to the role.

Tip Number 2

Brush up on your Excel, VBA, and SQL skills. Since these are crucial for the position, showcasing your proficiency in these areas during discussions can set you apart from other candidates.

Tip Number 3

Prepare to discuss your experience with report production and any relevant projects you've worked on. Being able to articulate your contributions and problem-solving abilities will be key in impressing the hiring team.

Tip Number 4

Network within the investment management industry. Connecting with professionals in the field can provide insights into the company culture and expectations, giving you an edge in your application.

We think you need these skills to ace Investment Performance Analyst

Performance Attribution
Performance Calculation
Advanced Excel
VBA
SQL
Python
Data Analysis
Report Production
Problem-Solving Skills
Numerical Proficiency
Attention to Detail
Project Management
Communication Skills
Ad Hoc Data Projects
Investment Operations Experience

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in investment management, particularly any roles involving performance analysis or report production. Use specific examples to demonstrate your skills in VBA, SQL, and data analysis.

Craft a Strong Cover Letter: Write a cover letter that clearly explains why you are interested in the Performance Analyst position. Mention your problem-solving abilities and how your numerical background aligns with the role's requirements.

Highlight Technical Skills: Emphasize your proficiency in Excel, VBA, SQL, and Python in both your CV and cover letter. Provide examples of how you've used these skills in previous roles to enhance reporting processes or improve efficiency.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects attention to detail, which is crucial for a role focused on performance analysis.

How to prepare for a job interview at Mason Blake

Showcase Your Analytical Skills

As a Performance Analyst, your ability to analyze data is crucial. Be prepared to discuss specific examples from your past experience where you successfully conducted performance attribution or produced reports. Highlight any tools or systems you used, especially if they relate to the job description.

Demonstrate Technical Proficiency

Since the role requires advanced Excel, VBA, and SQL skills, make sure to mention any relevant projects or tasks where you utilized these tools. If possible, bring examples of your work or be ready to discuss how you would approach a technical problem using these skills.

Prepare for Problem-Solving Questions

The company values natural problem solvers. Expect questions that assess your problem-solving abilities. Think of scenarios where you identified an issue in performance reporting and how you resolved it. Use the STAR method (Situation, Task, Action, Result) to structure your answers.

Understand the Investment Management Landscape

Familiarize yourself with current trends and challenges in the investment management industry. Being able to discuss these topics will show your genuine interest in the field and your commitment to staying informed, which is essential for a role in performance analysis.

Investment Performance Analyst
Mason Blake
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  • Investment Performance Analyst

    Edinburgh
    Temporary
    28800 - 43200 £ / year (est.)

    Application deadline: 2027-02-01

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    Mason Blake

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