Performance Analysts

2 weeks ago


Edinburgh, Edinburgh, United Kingdom Walter Scott & Partners Limited Full time
The Performance Team is primarily responsible for the calculation, analysis and reporting of the firm's investment performance.

Working closely with a wide range of internal stakeholders, the team provide a variety of performance data and information intended for clients, consultants and prospects.

The team also undertake bespoke analysis for the firm's Research and Client Service teams and provide performance information for governance committees and the firm's parent (BNYM).

Additionally, the team are responsible for the firm's continuing compliance with the GIPS standards and work closely with external auditors to ensure the smooth running of the annual verification.

Collaborate with colleagues from all levels of the firm to deliver performance information to clients/prospects/consultants

  • Produce attribution and other performance analysis reports
  • Review daily exception reports and maintenance of key performance systems
  • Contribute to ongoing firmwide projects and initiatives
Microsoft Excel – Intermediate/expert level

  • Eagle performance system (advantageous)
  • Experience and working knowledge of performance calculations/analysis
  • Knowledge of investment risk (advantageous)
  • Knowledge of Power BI (advantageous
Academic & Professional Qualifications

  • Educated to a degree level
  • CIPM/CFA (or currently studying towards one of these qualifications) – advantageous
  • This presents an opportunity for an Analyst (5 yrs experience) to join a highly regarded, tight knit team in an outstanding business where everyone contributes.

The successful candidate will develop a deep knowledge of Walter Scott client portfolios and investment strategies, a strong performance measurement skill-set and good general firm awareness that will allow them to make a meaningful contribution to the work of the wider firm.

They will have the opportunity to represent the team in various firm-wide projects or initiatives and potentially at governance committee meetings.

At the very least, the successful candidate will be a strong team player, numerate with an aptitude for analysis and problem solving, and be prepared to roll their sleeves up when needed

Established in 1983, Walter Scott is an investment management business built to deliver long-term success.

Our portfolio management philosophy is tried and tested:

we focus solely on equity investments, holding stock only in high-quality, market-leading businesses that can generate sustainable growth for our clients.

By keeping our strategy straightforward, we can go deeper in our research and further for our clients.
For the institutional clients we serve around the world – protecting and enhancing their assets. For our community – supporting causes with tangible outcomes for people in Edinburgh, and beyond.

And for the 180 employees who make it all possible – fostering a close-knit culture, nurturing personal growth and offering truly rewarding careers.

Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work.

We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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