Performance Analyst

Invesco; Henley-on-Thames; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A global investment firm is seeking a Performance Analyst in Henley-on-Thames to manage and analyze performance data. This role includes producing timely performance calculations, ensuring compliance with regulatory standards, and collaborating with global teams to enhance processes. Ideal candidates will have a background in finance or a related field, strong analytical skills, and technical expertise in SQL and Python/VBA. Flexible work options are offered, along with a generous benefits package.

Benefits

Company-provided healthcare

Generous annual leave allowance

Flexible working options

Generous pension provisions

Income protection

Health and wellness benefits

Volunteering days

Enhanced parental leave

Life insurance

Qualifications

• Experience in performance measurement or similar financial roles.
• Strong numerical and analytical skills.
• Understanding of KPIs and performance measurement tools.

Responsibilities

• Perform performance calculation & analysis for stakeholders.
• Validate and maintain performance data with IT support.
• Ensure adherence to regulatory requirements and support audits.

Skills

Performance measurement experience

Analytical skills

Interpersonal skills

SQL for data queries

Python or VBA for automation

Education

Degree in Finance, Economics, Mathematics, Statistics, or related field

Tools

Power BI

Tableau

Job description

Overview

The Global Performance Measurement team is responsible for the oversight and calculation of investment performance across Invesco's product lines and regulatory oversight in EMEA.

We are looking for a Performance Analyst who will ensure the timely and accurate production of performance data, deliver analysis for regular and ad‑hoc requests, and collaborate with global performance teams. You'll also contribute to system developments related to performance information.

Invesco is one of the world's leading independent global investment firms, dedicated to rethinking possibilities for our clients by delivering the combined power of our distinctive investment management capabilities.

Responsibilities

• Performance calculation & analysis – daily, monthly, quarterly, and annual performance across regions; assist stakeholders in interpreting results and KPIs
• Data management – validate and maintain performance data; work with IT on system enhancements
• Compliance & standards – ensure adherence to GIPS and regulatory requirements, support audits
• Reporting & analysis – prepare reports for stakeholders and regulators; develop dashboards and automation tools
• Collaboration – partner with portfolio managers and global teams to improve processes

Qualifications

• Experience in performance measurement or similar financial roles (fund accounting, pricing, finance)
• Strong numerical, mathematical, and analytical skills
• Understanding of KPIs and performance measurement tools
• Knowledge of investment accounting and asset management
• Detail‑oriented, proactive, and eager to learn
• Excellent communication and interpersonal skills
• Technical skills: SQL for data queries, Python or VBA for automation, familiarity with BI tools (Power BI, Tableau)
• Degree in Finance, Economics, Mathematics, Statistics, or a related field, or equivalent experience

Benefits

• Company‑provided healthcare
• A generous annual leave allowance
• Flexible working options, including hybrid working arrangements
• Generous pension provisions
• Income protection
• Health and wellness benefits
• Volunteering days
• Enhanced parental leave
• Life insurance

Disability Confident Scheme