Job description:

Core-Asset Consulting's client, an Investment Manager in Edinburgh, has an opportunity for a Performance Analyst to join its Performance & Risk team on a permanent basis.

You will generate and develop performance return and attribution reports for clients, to our Performance Oversight meetings and to meet regulatory requirements.


  • Educated to degree level in a quantitative or mathematical discipline, with preferably a finance aspect such as economics, financial mathematics, investment risk etc

  • Previous experience working in a similar role is desirable but not essential.

    Alternative relevant experience such as asset pricing is also a positive.

  • Willingness to consider studying for CIPM qualifications

  • Knowledge of financial market and instruments is desirable, particularly fixed income bonds.

  • Practical knowledge and experience of using systems such as Morningstar, LIM, FACTSET, Bloomberg etc is desirable

  • Good communication and problem solving skills

  • Comfortable working under pressure, achieving appropriate accuracy under tight timescales

  • Ability to work as part of a team to make the team a success.

  • Ability to work under limited direction to meet agreed targets.

  • Ability to work independently and be proactive about suggesting improvements to processes and systems.

  • Proficiency with Microsoft Office, including good Excel skills

Core responsibilities:

  • Verifying that data in the systems is set up and maintained correctly and that report results are as expected.

  • Engaging with portfolio managers to provide and develop performance reporting and analysis suitable for their portfolios.

  • Analysing our portfolios' performance attribution to support front office decision making, product development, sales strategy and client servicing activities

  • Contributing to ad-hoc performance-related projects as required by prospects, clients, front-office and other internal users of our analysis.

  • Compliance with all company policies and standards


  • Competitive salary

  • Discretionary bonus

  • Generous pension scheme

Job reference: 8978

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

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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