Performance Analytics Senior Associate

JPMorgan Chase & Co.; Easter Howgate; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading global financial services firm in Scotland seeks a Performance Analytics Senior Associate to enhance product adoption and conduct performance analyses. The role includes fostering client relationships, showcasing expertise in investment lifecycle trends, and leading service initiatives. The ideal candidate has a Bachelor's in a relevant field and experience in performance or risk analytics, with a strong understanding of institutional fund accounting. Exposure to FactSet is preferred.

Qualifications

• Experience in performance analysis, risk analytics, or investment analytics within the financial services industry.
• Strong understanding of institutional fund accounting.

Responsibilities

• Act as the face of the franchise, representing PRA and the Bank.
• Conduct comprehensive performance analyses of investment portfolios.
• Develop and maintain sustainable service relationships for accurate reporting.
• Lead inquiry response efforts with external stakeholders.
• Foster a positive work environment and build strong relationships.

Skills

Performance analysis

Risk analytics

Investment analytics

Relationship building

Education

Bachelor’s degree in Finance, Mathematics, Statistics or related field

Tools

FactSet

Job description

The Performance and Risk Analytics (PRA) Team supports the bank’s institutional asset owner and asset manager clients by providing technologies that offer insights into the success of their investment decisions throughout the investment lifecycle. Our integrated global platform, FUSION, in partnership with industry leader FactSet Research Systems, is designed to deliver flexible multi‑currency returns, exposures, risk assessments, investment multiples, and value‑added analysis at scale, every day, worldwide.

As a Performance Analytics Senior Associate within the PRA team, you will promote product adoption, assist in meetings, guide onboarding processes, and analyze metrics for continuous enhancement.

Job responsibilities

• Act as the face of the franchise, representing PRA and the Bank at onboardings, formal service reviews, due diligence meetings and RFI/P presentations (includes periodic travel); partner with internal stakeholders to deliver a coherent, resonant message to market.
• Showcase expertise in the investment lifecycle, covering best practices, regulations, competition, and trends in performance and risk analytics.
• Conduct comprehensive performance analyses of investment portfolios including attribution analysis, exposures and rates of return against objectives.
• Develop and maintain sustainable service relationships that ensure timely and accurate reporting for clients.
• Identify, document and pursue opportunities to deepen relationships through product demonstration, trial subscription, and cross‑sales.
• Analyse and interpret workflow exceptions, guide third parties on remediation efforts and take ownership on plan execution; communicate findings clearly.
• Lead inquiry response efforts with external stakeholders including portfolio managers, back office operations, and vendor, setting priorities and timelines for resolution
• Foster a positive work environment, encouraging contributions and a growth mindset, while persisting through setbacks.
• Build strong relationships in complex organizations, defending principles and achieving consensus through shared interests

Required qualifications, capabilities and skills

• Bachelor’s degree in Finance, Mathematics, Statistics or related field
• Experience in performance analysis, risk analytics, or investment analytics within the financial services industry.
• Background in or strong understanding of institutional fund accounting.

Preferred qualifications, capabilities, and skills

• Interest and/or pursuit of Master's degree or relevant professional designations (such as CFA, CIPM, CAIA, FRM)
• Knowledge / use of FactSet and/or competitor platforms