Performance Analyst

Performance Analyst Job Description Template

Our company is looking for a Performance Analyst to join our team.


  • Support local management team with ad hoc management duties (work management, return to work meetings, note taking);
  • Generate ad-hoc analysis and reports for colleagues and Works Control Manager;
  • Generate weekly & monthly analysis for our customer, highlighting issues if required;
  • Work with local Team Managers, and Delivery Managers in South West & North East to develop dashboards and performance reports as required;
  • Validate Client KPI reporting;
  • Run reports on Solution (SalesForce) and client solution (Excel), compare reports and extract information enabling improved data accuracy;
  • Generate weekly & monthly jobs reports to support admin staff;
  • Report on how we are performing against Client KPIs;
  • Run reports on Salesforce, identify data consistency mistakes and inform colleagues about changes to be done;
  • Support the analysis of the UW risk and identify potential pricing change for the Actuarial department;
  • Contribute to the constant improvement of the performance monitoring framework using Data analytics;
  • Support the analysis of the sales performance including marketing campaigns.


  • University degree (or equivalent) in Computer Science, Electronic Engineering or a related field;
  • Proficient in use of Bloomberg and Lipper;
  • Ability to interact effectively at all levels;
  • Excellent written and verbal communication skills;
  • Ability to work under pressure and meet tight deadlines;
  • A self-starter, who is ambitious to learn;
  • Performance Attribution experience within Investment Management;
  • Maintain and improve BAU reporting, identifying improvements to content and operating model;
  • Ability to grow ideas into scalable and deliverable solutions;
  • Accuracy and pride in the work is essential;
  • Awareness of customer satisfaction for both internal and external sources;
  • Proficiency in Excel (intermediate level) and competent in Microsoft Word, Powerpoint etc;
  • Passion and adaptability. Bring strong desire to a dynamic, market-leading company;
  • Must be a post grad or have a year’s experience as a Performance Analyst or similar role;
  • Proficient in Excel to an intermediate level.