Performance Analyst

Aberdeen; City of Edinburgh; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Pension plan

Private health insurance

Life assurance

40 days holiday (FT)

Dental insurance

Health assessments

Critical illness cover

Will writing

Power of attorney

Financial guidance and advice

Holiday buy

Discounted gym memberships

Cycle to work

Season ticket loan

Electric car lease scheme

Travel insurance

Personal accident insurance

Share plans

Give As You Earn (GAYE)

Volunteering

Long service awards

Job summary

Aberdeen is seeking a Performance Analyst to join its investment reporting capability in Edinburgh. You will own the production, review and oversight of performance reporting and related analysis, collaborating with portfolio managers, Risk, Governance, Legal and Compliance to ensure accurate, timely, and decision-ready outputs.

You will blend performance measurement expertise with data analysis and process improvement, providing reporting across clients, governance forums and senior

Qualifications

• Experience with investment performance measurement, attribution, reporting or investment data.
• Strong communication with a wide range of stakeholders to translate complex data into insights.
• Knowledge of performance reporting tools such as FactSet, Bi-Sam, Morningstar or similar.
• Analytical and problem-solving skills with high attention to detail.
• Interest in process improvement and practical AI applications within reporting environments.

Responsibilities

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

Job description

• The Performance Analyst sits at the centre of Aberdeen’s investment reporting capability. Working closely with portfolio managers, investment specialists, Risk, Governance, Legal and Compliance teams, the department ensures performance, attribution, risk and GIPS information is accurate, controlled and decision-ready
• The team combines technical expertise, analytical thinking and continuous improvement to support investment decision-making, client reporting and regulatory requirements
• This is a highly visible role responsible for producing and overseeing performance reporting that supports clients, consultants, governance forums and senior stakeholders across Aberdeen
• You will blend performance measurement expertise with stakeholder engagement, data analysis and process improvement to ensure reporting remains accurate, timely and trusted
• The role offers broad exposure across investment products, governance processes and regulatory requirements, while providing opportunities to leverage AI tools to improve efficiency and reporting quality. It is an excellent opportunity to develop specialist investment performance expertise and make a meaningful impact across the business
• Own the 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 requirements
• Produce regulatory and business-critical outputs including SRRI calculations, MPS performance 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

Benefits

• Salary sacrifice pension arrangement
• Private health insurance
• Life Assurance
• 40 days holiday if you work full time
• Dental insurance
• Health assessments
• Critical illness cover
• Will writing
• Power of attorney
• Financial Guidance and Advice
• Holiday buy
• Discounted gym memberships
• Cycle to work
• Interest free season ticket loan
• Electric car lease scheme
• Travel insurance
• Personal accident insurance
• Share Plans
• Give As You Earn (GAYE)
• Volunteering
• Long service awards
• Subscription to Interactive Investor
• Subscription to Finimize
• Employee Assistance Programme (EAP)
• Supportive parental leave policies , delivered regionally (e.g. 26 weeks paid leave in UK for primary and secondary caregivers)
• Employee discount site
• Discounted parking

Experience working with investment performance measurement, attribution, reporting or investment dataConfidence communicating with a wide range of stakeholders and translating complex data into clear insightsKnowledge of performance reporting tools such as FactSet, Bi-Sam, Morningstar or similar platformsStrong analytical and problem-solving skills with excellent attention to detailInterest in process improvement, innovation and practical application of AI tools within reporting environmentsAbility to manage multiple priorities while maintaining high levels of accuracy and control