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- Tasks: Monitor and analyse fund performance, ensuring data accuracy and timely reporting.
- Company: Join Phoenix Group, a leading FTSE 100 retirement and savings business.
- Benefits: Enjoy flexible working, up to £65,000 salary, private medical insurance, and 38 days annual leave.
- Why this job: Be part of a team tackling key issues like net zero by 2050 while developing your analytical skills.
- Qualifications: Experience in fund performance reporting and strong Excel skills are essential.
- Other info: Open to applicants from all backgrounds; adjustments available during recruitment.
The predicted salary is between 52000 - 78000 £ per year.
Join to apply for the Performance Reporting Specialist role at Phoenix Group
Join to apply for the Performance Reporting Specialist role at Phoenix Group
This range is provided by Phoenix Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
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 (London, Birmingham, Edinburgh or Telford) 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?
- Fund Performance Reporting Experience (essential)
- Experience in the financial services industry.
- Strong analytical skills and attention to detail.
- Proficiency in Excel and spreadsheet-based analysis.
- 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.
- Understanding of investment management systems and reporting processes.
- Familiarity with fund performance reporting tools.
- Experience with reporting platforms such as Power BI.
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:
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Performance Reporting Specialist employer: Phoenix Group
Contact Detail:
Phoenix Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Performance Reporting Specialist
✨Tip Number 1
Familiarise yourself with the key responsibilities of a Performance Reporting Specialist. Understanding how to track and analyse fund performance will help you speak confidently about your relevant experience during interviews.
✨Tip Number 2
Brush up on your Excel skills, especially in spreadsheet-based analysis. Being able to demonstrate your proficiency in Excel during practical assessments or discussions can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the financial services industry. Engaging with others who work in fund performance reporting can provide insights into the role and may even lead to referrals that increase your chances of landing an interview.
✨Tip Number 4
Prepare to discuss your analytical skills and attention to detail. Be ready to share examples of how you've identified data issues or inconsistencies in past roles, as this is crucial for the Performance Reporting Specialist position.
We think you need these skills to ace Performance Reporting Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fund performance reporting and the financial services industry. Use specific examples that demonstrate your analytical skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that clearly explains why you are interested in the Performance Reporting Specialist role at Phoenix Group. Mention your familiarity with investment management systems and any experience with reporting platforms like Power BI.
Showcase Your Skills: In your application, emphasise your proficiency in Excel and spreadsheet-based analysis. Provide examples of how you've met deadlines and resolved data issues in previous roles.
Highlight Collaboration Experience: Phoenix Group values a collaborative mindset. Include examples in your application that showcase your ability to work effectively with colleagues and contribute to team goals.
How to prepare for a job interview at Phoenix Group
✨Showcase Your Analytical Skills
As a Performance Reporting Specialist, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've tracked and analysed fund performance in previous roles. Highlight your attention to detail and how it has positively impacted your work.
✨Demonstrate Excel Proficiency
Since proficiency in Excel is essential for this role, be ready to talk about your experience with spreadsheet-based analysis. You might even want to mention any advanced functions or tools you’ve used, such as pivot tables or macros, to showcase your capabilities.
✨Communicate Clearly
Clear communication is key, especially when explaining data assumptions or limitations. Practice articulating complex data concepts in simple terms, as you may need to present findings to stakeholders who may not have a technical background.
✨Familiarise Yourself with Reporting Tools
Understanding investment management systems and reporting processes is vital. If you have experience with reporting platforms like Power BI, make sure to mention it. If not, consider doing a bit of research on these tools to show your willingness to learn.
