Performance Reporting Specialist

Phoenix; City of Edinburgh; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A leading financial services company in the UK is seeking a Performance Reporting Specialist to join their Retirement Solutions team. This role involves monitoring fund performance, ensuring data integrity, and producing accurate reports for stakeholders. Ideal candidates will have financial services experience, strong analytical skills, and proficiency in Excel. The position is flexible, with options for part-time work and hybrid arrangements.

Benefits

Up to £65,000 salary

Bonus

Private medical insurance

38 days annual leave

Excellent pension

Career breaks

Income protection

Qualifications

• Experience in the financial services industry.
• Ability to meet deadlines and identify data issues.
• Performance Reporting experience required.

Responsibilities

• Monitor and analyze fund performance.
• Produce and distribute fund performance reports.
• Validate data accuracy before use in reporting.

Skills

Analytical skills

Attention to detail

Proficiency in Excel

Clear communication skills

Collaborative mindset

Tools

Excel

Power BI

Job description

Job Description

We have an incredible opportunity to join us here at Phoenix Group as a Performance Reporting Specialist in our Policyholder Performance and Asset Reporting team within Retirement Solutions & Asset Management Commercial Finance.

Job Type: Permanent

Location: This role could be based in any of our UK offices with time spent working in the office and at home.

Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about Phoenix Flex here.

Closing Date: 22nd August 2025

Salary and benefits: Up to £65,000 subject to experience + bonus, private medical insurance, 38 days annual leave incl bank holidays, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re Phoenix Group, we’re a long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

The role

As a Performance Reporting Specialist, you’ll play a key role in monitoring and analysing fund performance, supporting data accuracy, and delivering clear, timely reporting to internal stakeholders and governance committees. You’ll work closely with colleagues to maintain fund watchlists, support action plans, and ensure data integrity across all reporting processes.

Key Responsibilities

• Support the Senior Analyst in tracking and analysing policyholder fund performance.
• Maintain fund watchlists and contribute to performance improvement planning.
• Produce and distribute fund performance reports to internal stakeholders and committees.
• Validate data accuracy and completeness before use in calculations and reporting.
• Source fund performance data from market vendors and fund managers.
• Calculate fund performance using spreadsheet tools, applying appropriate controls.
• Support data management for benchmarks and other static data.
• Provide policyholder data to internal teams as needed.
  
  

What are we looking for?

• Experience in the financial services industry.
• Strong analytical skills and attention to detail.
• Proficiency in Excel and spreadsheet-based analysis.
• Performance Reporting Experience
• Ability to meet deadlines and identify data issues or inconsistencies.
• Clear communication skills, especially when explaining data assumptions or limitations.
• A collaborative, solutions-focused mindset.
  
  

Desirable Skills

• Understanding of investment management systems and reporting processes.
• Familiarity with fund performance reporting tools.
• Experience with reporting platforms such as Power BI.
• Relevant professional qualifications
  
  

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.

Find out more about

• Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us