Performance Attribution Support Analyst

Aviva; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading investment management company is seeking a Performance Attribution Support Analyst on a 12-month fixed term contract based in London. This role requires expertise in performance attribution and a good understanding of investment management processes. The successful candidate will support reporting capabilities and enhance efficiency through automation. Applicants should have advanced Excel skills and relevant qualifications, with a strong focus on investment performance calculations. This role offers generous benefits including a pension scheme and flexible working options.

Benefits

Generous pension scheme

Annual performance bonus

Family friendly leave

Generous holiday entitlement

Discount on Aviva products

Private Medical Benefit

Flexible benefits

Aviva Matching Share Plan

21 volunteering hours per year

Qualifications

• Expertise in the provision of Performance Attribution.
• Advanced Excel skills with some VBA capability.
• Good understanding of investment management processes.

Responsibilities

• Support performance attribution reporting during the Titan programme.
• Calculate monthly and quarterly attribution analysis for funds.
• Enhance delivery efficiency through automation and standardisation.

Skills

Performance Attribution

Microsoft Excel

VBA

Investment Management Knowledge

Investment Performance Calculations

Education

A level or professional qualification

IMC, CFA, IOC, CIPM (desirable)

Tools

Aladdin

Job description

Overview

Position based in London; this will be the contractual location of the successful candidate. Other locations cannot be considered.

Performance Attribution Support Analyst - 12 Month Fixed Term Contract

This is a great job for someone with Performance Measurement experience related to Asset Management across both Public and Private asset classes.

What you’ll do

• Support and safeguard the performance attribution reporting capabilities for Aviva Investors during the Titan programme platform transition.
• Calculate and deliver monthly and quarterly spliced attribution analysis for approximately 100 Multi-Asset and Equity funds, ensuring linkage across sources using preferred methodologies.
• Reduce calculation risk and enhance delivery efficiency through automation and standardisation.
• Provide ad hoc attribution reporting support for bespoke periods and strategic funds.
• Partner with providers to sunset legacy dependencies and ensure methodology alignment and migration to a single source via Aladdin.
• Quality assurance and control of inputs and outputs, template validation and enhancement, and collaboration with Client Reporting to enable straight-through processing.
• Prioritise reporting deliverables, raise input quality concerns, and support the creation and use of linked performance attribution in client reports, RFPs, investment reviews, and fee calculations.
• Escalate and resolve issues with discrete period attribution; offer SME-level insight into the end-to-end calculation process; provide constructive feedback to optimise execution.
• Ensure adherence to archiving and audit processes, capture revisions and restatements, and educate users on the new self-serve capability in Aladdin as the extended support period nears closure (2027/28).

Skills and experience we’re looking for

• Expertise in the provision of Performance Attribution; qualifications such as IMC, CFA, IOC, or CIPM are desirable.
• Ideally educated to A level and/or professional qualification.
• Advanced Microsoft Excel, with some VBA capability; Aladdin attribution calculation experience is beneficial.
• Good understanding of the investment management business, fund structures and processes.
• Working knowledge of Investment Performance calculations and techniques.

What you’ll get for this role

• Generous pension scheme – Aviva will contribute up to 14%, depending on what you put in.
• Eligibility for annual performance bonus.
• Family friendly parental and carer’s leave.
• Generous holiday entitlement plus bank holidays with the option to buy/sell up to 5 additional days.
• Up to 40% discount for Aviva products.
• Aviva-funded Private Medical Benefit to help you get expert support when you need it.
• Flexible benefits including electric cars.
• Aviva Matching Share Plan and Save As You Earn scheme.
• 21 volunteering hours per year.

Aviva is for everyone

We’re inclusive and we welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.

We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working – spending around 50% of their time in our offices every week, combining flexibility with time together with colleagues.

To find out more about working at Aviva, take a look here.

We interview every disabled applicant who meets the minimum criteria for the job. Once you’ve applied, please send us an email stating that you have a disclosed disability, and we’ll interview you.

We’d love it if you could submit your application online. If you require an alternative method of applying, please email [e-mail].