Ruairidh W.

Investment Product Research & Assurance Analyst @First Sentier Group

Edinburgh, GB

Investment Performance & Analytics:Prepare regular reports to support the business and the IPRA team’s portfolio analytics activities.Conduct investment performance attribution and analysis across all global jurisdictions.Provide accurate and timely performance information for client reports and ad hoc queries.Utilize reporting systems to analyze and provide investment team reports on the performance of investment strategies.Perform portfolio analyses of investment capabilities across portfolios.Contribute to RFPs, distribution, and marketing materials.Manage GIPS reporting and composite maintenance.Market Research:Contribute to tailored investment product research to inform strategic business decisions.Conduct market research and competitor analysis to inform product strategy and support investment and distribution teams.Map customer demand across regions, channels, and asset classes to identify and validate product opportunities.Create research and business cases to match market demand with investment capability, supporting the development of strategically relevant investment products.Build effective business relationships with key stakeholders, including Product, Risk Management, Compliance, Distribution, and investment teams, to drive process improvements.Monitor industry developments and competitor fund launches.Investment Risk:Conduct liquidity analysis and reporting of FSI’s investment offerings.Hold regular challenge meetings with investment teams to gain a clear understanding of investment approaches, discuss the risk characteristics of investment portfolios, and stay updated on developments within the investment teams and their processes.

University of Glasgow

Master’s Degree, Investment Fund Management

Strathallan School

High School

University of Glasgow

Master of Arts (M.A.) (Social Sciences) with Honours, Economics