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Role requirement

Vacancy type

Contract

Sector

Asset Servicing (Middle Office)

Specialisim

Fund Performance

Location

Edinburgh

Language skills

English

Job reference No.

15918

Salary

Competitive

Data Published

17/01/2025

Closing date

24/01/2025

Job Description:

Our client, a leading asset management firm, have an exciting opportunity for a Performance Analyst to join their Edinburgh team on an initial 12-month FTC.

Essential Skills/Experience:

  • Previous experience in a similar performance measurement role,
  • Asset management experience, an understanding of portfolio management principles, and different asset classes beneficial.
  • Comprehensive knowledge of performance measurement techniques.
  • A foundation in statistical analysis and data interpretation, including the ability to collect, clean, analyse data sets and draw meaningful conclusions.
  • Maintaining high ethical standards and ensuring data integrity is paramount.
  • Knowledge of performance related systems and vendors including FactSet, Lipper, Morningstar, Bloomberg and Style Analytics beneficial.
  • Detailed understanding of investment products.
  • Proficiency in performance attribution, and knowledge of risk measurement techniques.
  • Power BI proficiency beneficial.
  • The ability to manage multiple tasks and deadlines effectively.
  • Highly proficient excel skills.
  • CIPM, IMC or CFA qualified would be beneficial.

Core Responsibilities:

  • Support the fund managers and sales teams with any ad hoc requests, providing detailed analysis and checking outputs are consistent across the team.
  • Administration, production and delivery of both Style Analytics Skyline and other associated Style reports.
  • Development, production and delivery of high-quality performance attribution and risk reports across the business in an accurate and timely manner.
  • Ongoing dialogue with internal clients to identify requirements and pro-actively promote improvements.
  • Ensure that systems and methodology used are commensurate with our business needs, including level of analysis and product complexity.
  • Develop and maintain good relationships with external performance measurement providers and peers within the industry.
  • Assist in the servicing of clients and calculation of segregated fund performance.
  • Ensure that the firm remains in compliance with GIPS and updating procedures and composites accordingly.
  • Work with teams from across the business to deliver initiatives and projects.
  • Ensure that all performance activities comply with internal and external requirements.

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: 15918

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

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

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

INDCAS

Contact

Image
T: 0131 264 0260 M: 07535 897 712
Christopher Wright Senior Consultant, Interim, Temporary & Contract

Chris began his career in sales and hospitality, where he honed his skills in relationship management. Today, he leverages his experience as a Senior Consultant within the temporary, interim, and contract team, focusing on connecting top talent with their ideal roles. Known for his commitment to innovation and continuous improvement, Chris brings a fresh perspective to the team. His good humour and dedication to excellence inspire those around him, and he consistently delivers exceptional service whether recruiting for a single role or managing high-volume placements.

Chris specialises in investment operations and core business functions, including cash and asset reconciliations, trades, risk and compliance, and actuarial roles. He is passionate about helping individuals achieve their career goals and ensuring clients find the best fit for their teams. Outside of work, Chris enjoys a round of golf and appreciates a good craft beer.

We put people before profit, service before sales and ethics above all.

Betsy Williamson Chief Executive Officer

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