Job Description
Team/Role Overview
You will be part of the middle office operations team providing performance and risk and attribution analysis for a key UK client. The role will work in partnership with the offshore partners to support the deliveries to all clients. Client relationship is key and at the heart of what we do and you will be a key point of contact for client queries, deliveries and attend regular service meetings.
What you will do:
Responsible for the oversight of the seamless production and delivery of the of performance reporting deliveries to a key client in line with defined service level agreements
Evaluating risk and controls, including operational impact of client and legislation changes, ensure compliance to established controls.
Overseeing production, reviewing and validating portfolio account performance calculations and performance reports with managers, including attribution, ex-post and ex-ante risk.
Creating customized reporting based on clients’ requirements; maintain, produce and review client composites according to SLAs and GIPS standards
Allocating responsibilities to offshore teams and maintaining the optimal team structure to service clients efficiently
Ensuring consistent operating model across all global deliverables to drive scalability and operational efficiency
Developing strong working relationships and communications with offshore partners, other operational teams and key stakeholder
Reviewing, updating and implementing new processes and operating manuals as required, to enhance operational controls
What we will need from you:
Experience in performance measurement within operations or experience with account/security level performance in a related field
Good knowledge of operational activities impacting on performance, accounting processes are an advantage
Familiarity with Segment, Security and Attribution Performance Reporting
Understanding of Global Investment Performance Standards (GIPS)
Performance System Experience – FactSet/StatPro /Morningstar/Aladdin
Outstanding interpersonal, written and verbal communication skills
Problem Solving and analytical skills
Excellent organizational skills and the ability to multitask and delegate effectively
Deliver High quality output within tight deadlines while maintaining total accuracy
You will be part of the middle office operations team providing performance and risk and attribution analysis for a key UK client. The role will work in partnership with the offshore partners to support the deliveries to all clients. Client relationship is key and at the heart of what we do and you will be a key point of contact for client queries, deliveries and attend regular service meetings.
What you will do:
Responsible for the oversight of the seamless production and delivery of the of performance reporting deliveries to a key client in line with defined service level agreements
Evaluating risk and controls, including operational impact of client and legislation changes, ensure compliance to established controls.
Overseeing production, reviewing and validating portfolio account performance calculations and performance reports with managers, including attribution, ex-post and ex-ante risk.
Creating customized reporting based on clients’ requirements; maintain, produce and review client composites according to SLAs and GIPS standards
Allocating responsibilities to offshore teams and maintaining the optimal team structure to service clients efficiently
Ensuring consistent operating model across all global deliverables to drive scalability and operational efficiency
Developing strong working relationships and communications with offshore partners, other operational teams and key stakeholder
Reviewing, updating and implementing new processes and operating manuals as required, to enhance operational controls
What we will need from you:
Experience in performance measurement within operations or experience with account/security level performance in a related field
Good knowledge of operational activities impacting on performance, accounting processes are an advantage
Familiarity with Segment, Security and Attribution Performance Reporting
Understanding of Global Investment Performance Standards (GIPS)
Performance System Experience – FactSet/StatPro /Morningstar/Aladdin
Outstanding interpersonal, written and verbal communication skills
Problem Solving and analytical skills
Excellent organizational skills and the ability to multitask and delegate effectively
Deliver High quality output within tight deadlines while maintaining total accuracy
💡 Quick Summary
Seeking a career-building opportunity? The EMEA Senior Performance Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Edinburgh offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.