Performance Reporting Analyst – AI-Driven Insights

Aberdeen

City of Edinburgh

On-site

GBP 55,000 - 75,000

Full time

11 days ago
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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

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

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