Portfolio Analytics Specialist

Job Description:

Our Client, a leading Asset Management firm, is looking for a Portfolio Analytics Specialist to join their team in Edinburgh.

You will be instrumental in providing risk-related information and analysis on portfolios to internal stakeholders - both in terms of regularly-requested items and in providing effective analytical solutions to bespoke requests.

You will also play a key role in overseeing and maintaining the department's systems and developing toolkits in order to boost automation and efficiency.

Essential Skills/Experience:

  • Degree in Economics, Economic History, Political Economy, Finance, Investment Strategy, or Quantitative Finance are advantageous

  • CFA, or other investment qualifications (IMC, IOC, FRM etc.)

  • Proven experience of Working with data and with large datasets

  • Experience of delivering feedback on current systems and systems in development

  • High level of competence to work with the Internal and 3rd party software and data providers (e.g.

    FactSet, FIS APT, Style Analytics, Bloomberg)

  • Knowledge of Financial mathematics, accountancy and financial statements

  • Sound knowledge in Microsoft Excel

  • The ability to compile, enquire, analyse and synthesise risk-related data and information

  • Proven track record of presenting risk-related data and information in emails and documents in an accurate and concise manner

  • Ability to prioritise and manage time appropriately to get the work done in a timely manner and carry out multiple tasks, when required

  • Ability to take ownership of issues and challenges and proactively work to resolve them

  • Strong written and verbal communication skills and ability to communicate clearly and effectively with colleagues, departments, and Stakeholders

  • Ability to anticipate situations where the team may have multiple tasks or queries at the same time and plan in advance

  • Strong analytical and organisational skills

Core Responsibilities:

  • Play a central role in servicing internal stakeholders requests to the Investment Risk, department, providing analytics, data and analysis and dealing with more complex ad-hoc requests

  • Produce portfolio analytics, risk and style analysis outputs and solutions through risk and style analysis systems on a monthly and ad hoc basis

  • Communicate proactively and effectively with department colleagues and the department's customers in providing requested information, valuable solutions, and efficient routes to the supply of information

  • Work proactively and analytically to provide effective solutions to bespoke requests

  • Play a central role in the supply of information for the presentations to clients, potential clients and intermediaries

  • Maintain and proactively develop the department's information systems, supporting efficient workflow production and increasing automation

  • Contribute effectively to Systems development projects for Investment Risk systems

  • Contribute to the completion of one-off projects, and collaborate with department colleagues in pursuing research topics

  • Contribute effectively to the ongoing development and evolution of the Risk team's outputs, and the achievement of its strategic vision

  • Assist in the production of quarterly and ad hoc risk reports

  • Assist in producing and checking risk information in quarterly client reports ยท Document and develop processes


  • A highly competitive salary

  • Wider Benefits package

Job reference: (13286)

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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