Performance Analyst

In this role you will own and oversee investment performance reporting to support clients, governance forums and senior stakeholders. You will combine performance measurement expertise with data analysis and process improvement to ensure accurate, timely and trusted outputs. You will collaborate across Investments, Risk, Governance, Legal and Compliance, with opportunities to apply AI tools to enhance efficiency and quality. This is a pivotal role for developing specialist performance expertise and delivering decision-ready insights.

• 40 days’ annual leave
• 16% employer pension contribution
• discretionary performance-based bonus
• private healthcare
• gym discounts
• season ticket loans

• Own production, review and oversight of investment performance reporting and related analysis
• Deliver high-quality performance data for RFPs, consultants, client-facing activity and governance reporting
• Support GIPS compliance processes, monthly production activities and annual external verification
• Produce regulatory outputs including SRRI calculations, MPS data and Assessment of Value analysis
• Investigate data issues, strengthen controls and drive continuous improvement through technology and AI-enabled efficiencies
• Collaborate with stakeholders across Investments, Risk, Governance, Legal, Compliance and external providers to ensure trusted reporting

• Experience with investment performance measurement, attribution, reporting or investment data
• Strong analytical and problem-solving skills with high attention to detail
• Ability to manage multiple priorities with accuracy and control
• Confidence communicating with a wide range of stakeholders and translating complex data into insights
• Knowledge of performance reporting tools such as FactSet, Bi-Sam, Morningstar or similar platforms
• Interest in process improvement, innovation and practical AI applications in reporting environments

• attention to detail
• stakeholder communication
• problem-solving
• FactSet
• Bi-Sam
• Morningstar