Investment Performance and Risk Analytics

J.P. Morgan; City of Edinburgh; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

J.P. Morgan in Edinburgh is seeking a Performance & Risk Analytics Associate on an initial 12-month contract. The role focuses on delivering investment performance and risk reporting for institutional clients, with client queries, onboarding support and ongoing analytics work.

You will analyse data, respond to queries, document reporting changes and coordinate with internal/offshore teams to ensure accuracy and timely delivery. Strong Excel and investment analytics experience are essential.

Qualifications

• Experience in investment performance and risk analytics.
• Strong Excel and data analysis skills.
• Experience with investment performance platforms such as FactSet or similar systems.
• CFA, CIPM or other relevant investment qualification.
• Experience within investment management, asset management, funds or investment operations.

Responsibilities

• Deliver investment performance, attribution, contribution and ex-post risk reporting.
• Analyse data and investigate performance and risk-related queries.
• Respond directly to client queries relating to reporting and analytics.
• Document and implement client reporting and change requests.
• Coordinate responses across internal and offshore stakeholders.
• Support new client onboarding activities.
• Maintain strong operational controls and ensure reporting accuracy.
• Support projects and non-BAU initiatives across the wider team.
• Communicate complex analytical information clearly to clients and internal stakeholders.

Skills

Investment performance

Risk analytics

Client engagement

Excel/data analysis

Communication

Stakeholder management

Education

CFA/CIPM or other investment qualification

Tools

FactSet

Excel

Job description

Investment Performance & Risk Analytics Associate

Location: Edinburgh

Contract: Initial 12 months contract

Working Pattern: Hybrid - 3 days per week in the Edinburgh office

We are currently seeking a Performance & Risk Analytics Associate to join JP Morgan in Edinburgh on an initial 12 month contract.

This is a client-facing investment operations and analytics role, supporting the delivery of performance and risk reporting to institutional investment clients. You will work closely with clients and internal stakeholders to ensure reporting is accurate, timely and aligned to client requirements.

The Role:

You will be responsible for supporting the preparation and delivery of investment performance and risk reports, responding to client queries and supporting client change requests, onboarding and wider projects.

The role requires someone with a strong understanding of investment performance and risk analytics, excellent attention to detail and the ability to manage competing priorities in a client-focused environment.

Key Responsibilities:

• Deliver investment performance, attribution, contribution and ex-post risk reporting.
• Analyse data and investigate performance and risk-related queries.
• Respond directly to client queries relating to reporting and analytics.
• Document and implement client reporting and change requests.
• Coordinate responses across internal and offshore stakeholders.
• Support new client onboarding activities.
• Maintain strong operational controls and ensure reporting accuracy.
• Support projects and non-BAU initiatives across the wider team.
• Communicate complex analytical information clearly to clients and internal stakeholders.
• Experience in investment performance and risk analytics.
• Strong analytical and numerical skills with excellent attention to detail.
• Excellent prioritisation and organisational skills, with the ability to manage multiple deadlines.
• Strong communication skills and confidence working in a client-facing environment.
• Strong Excel and data analysis skills.
• Good understanding of financial markets and investment products.
• Experience analysing and interpreting large datasets.
• Ability to work effectively with multiple stakeholders and teams.
• Experience within investment management, asset management, funds or investment operations.
• Experience with performance measurement, attribution, contribution or ex-post risk reporting.
• Experience working with investment performance platforms such as FactSet or similar systems.
• CFA, CIPM or other relevant investment qualification.

We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at [e-mail] to discuss how we can support you.

This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.