Performance Analyst

Be-Resourcing; City of Edinburgh; On-site; GBP 40,000 - 60,000; Full time

Job summary

Be-Resourcing is seeking a Performance Analyst for their Edinburgh-based fund manager client. This permanent role involves producing and analyzing investment performance reports, supporting internal stakeholders and clients. Key responsibilities include performance attribution, risk reporting, and oversight of performance outputs. The ideal candidate will possess strong experience in performance measurement, a solid understanding of investment products, and familiarity with tools like FactSet and Lipper. The role offers a hybrid working model, promoting collaboration in a respected investment environment.

Qualifications

• Strong experience within performance measurement in asset management.
• Solid understanding of investment products and performance methodologies.
• Ability to engage confidently with a range of stakeholders.

Responsibilities

• 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.

Skills

Performance measurement in asset management

Analytical mindset

Stakeholder engagement

Attention to detail

Tools

FactSet

Lipper

Style Analytics

Job description

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.

The role

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