Job Description:

An exciting opportunity for an experienced Senior Performance Analyst to join a highly regarded financial services firm. The successful candidate will play a key role in analysing and co-ordinating investment performance and data for use in reports for internal stakeholders, clients and consultants to the required timelines for regular and ad hoc reporting.

Essential Skills/Experience:

Experience

• Experience in performance measurement role within financial services
• Knowledge of performance related systems and vendors including FactSet, Lipper Style.
• Knowledge of performance measurement techniques.
• CIPM, IMC or CFA would all be beneficial.
• Highly proficient excel skills.
• Excellent analytical and problem-solving skills.
• Detailed understanding of investment products.

Core Responsibilities:

• Development, production and delivery of high-quality performance attribution and risk
• reports across the business in an accurate and timely manner.
• Support the fund managers and sales team with any ad hoc requests, providing detailed analysis and checking outputs are consistent across the team.
• Accurately prepare periodic management risk and information reporting to the highest degree of accuracy.
• Assist in the servicing of clients and calculation of segregated fund performance and base management fees.
• The maintenance of an ongoing dialogue with internal clients to identify requirements and pro-actively promote improvements.
• To ensure that all performance activities comply with internal and external requirements.
• Ensure that the firm remains in compliance with GIPS and updating procedures and composites accordingly.

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15408

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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