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Portfolio Performance Analyst

United Kingdom, Edinburgh Employment contract · Job Posted December 05, 2025
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Job Description

This role is pivotal in leading data validation efforts for client portfolio conversions. You'll work closely with clients and internal teams to ensure the accuracy, completeness, and integrity of financial portfolio data throughout implementation projects. The ideal candidate will bring a strong grasp of investment and portfolio data, a problem-solving mindset, and excellent communication skills.

Job Responsibility

  • Lead the end-to-end data validation process for client onboarding and data conversion projects
  • Facilitate regular client meetings and working sessions throughout the project lifecycle
  • Investigate and resolve performance discrepancies in portfolio data, providing clear recommendations
  • Review and document differences in calculation methodologies between systems
  • Collaborate with cross-functional project teams, keeping all parties aligned and informed on progress
  • Flag risks or key issues to stakeholders, including senior leadership, in a timely manner
  • Manage multiple concurrent projects and prioritise effectively to meet deadlines
  • Identify and help drive process improvements to increase efficiency, accuracy, and automation

Requirements

  • A degree (or equivalent experience) in Finance, Mathematics, Statistics, Business or Economics
  • 2+ years’ experience working in a financial services or fintech environment
  • Sound understanding of financial instruments and portfolio data
  • Experience with Python is a requirement
  • Excellent communication, organisation, and time-management skills
  • Self-motivated, adaptable, and comfortable working in a fast-paced setting
  • A proactive team player with a strong work ethic and positive approach
  • Must have and maintain the right to work in the United Kingdom from the first day of employment

What we offer

  • Reasonable accommodation for individuals with disabilities
  • Commitment to equal opportunity and diversity
  • Global flexible workforce model
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