Senior Performance Analyst (Investment Management)
Senior Performance Analyst (Investment Management)

Senior Performance Analyst (Investment Management)

Full-Time 60000 - 80000 £ / year (est.) Home office (partial)
CFA Institute

At a Glance

  • Tasks: Own performance outputs and provide expert insights to stakeholders in investment management.
  • Company: Join Invesco's Global Performance Measurement team at our EMEA headquarters.
  • Benefits: Enjoy flexible working, generous leave, healthcare, and wellness benefits.
  • Other info: Dynamic role with opportunities for continuous improvement and professional growth.
  • Why this job: Make a real impact on performance measurement and governance across a global platform.
  • Qualifications: Experience in performance measurement and strong analytical skills required.

The predicted salary is between 60000 - 80000 £ per year.

We are looking for a Senior Performance Analyst to join Invesco's Global Performance Measurement team, based at our EMEA headquarters in Henley‑on Thames. In this high‑impact role you will take ownership of complex performance outputs, act as a trusted subject‑matter expert, and help shape how performance is measured, governed and reported across our global investment platform.

Benefits

  • Company-provided healthcare
  • A generous annual leave allowance
  • Flexible working options, including hybrid working arrangements
  • Generous pension provisions
  • Income protection
  • Health and wellness benefits
  • Volunteering days
  • Enhanced parental leave
  • Life insurance

Responsibilities

  • Own the accurate and timely delivery of daily, monthly, quarterly, and annual performance across asset classes and client mandates
  • Interpret performance results, trends, and KPIs, providing expert insight to stakeholders
  • Investigate anomalies, resolve complex issues, and act as an escalation point
  • Maintain high standards of data quality, controls, and auditability
  • Partner with Technology and Data teams to shape requirements and system enhancements
  • Ensure ongoing compliance with GIPS standards and regulatory requirements
  • Support internal and external audits and maintain high-quality documentation
  • Contribute to composite integrity and related disclosures
  • Produce high-quality performance reporting for management, clients, and regulators
  • Develop dashboards, automation, and process improvements
  • Identify opportunities to reduce operational risk and manual effort
  • Act as a key performance contact for internal stakeholders globally
  • Promote scalable, consistent, best‑practice performance processes
  • Share expertise and contribute to knowledge‑building within the performance community

Qualifications

  • Proven experience in performance measurement or closely related asset management functions
  • Strong understanding of investment products, performance methodologies, KPIs, and investment accounting
  • Experience with GIPS standards and regulatory or audit environments
  • Excellent analytical and numerical skills with high attention to detail
  • Independent, proactive mindset with sound professional judgment
  • Strong communication and stakeholder management skills
  • Technical capability (e.g., SQL; familiarity with Power BI or Tableau) – used to enhance insights, not as a core IT role
  • Intellectual curiosity and a continuous improvement mindset
  • Degree in Finance, Economics, Mathematics, Statistics, or equivalent experience
  • CIPM or CFA would be highly desirable

Senior Performance Analyst (Investment Management) employer: CFA Institute

Invesco is an exceptional employer, offering a dynamic work environment at our EMEA headquarters in the picturesque Henley-on-Thames. With a strong focus on employee well-being, we provide comprehensive benefits including generous annual leave, flexible working options, and robust health and wellness programmes. Our commitment to professional growth is evident through opportunities for continuous learning and development, making Invesco a rewarding place for those seeking to make a meaningful impact in investment management.
CFA Institute

Contact Detail:

CFA Institute Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Performance Analyst (Investment Management)

✨Tip Number 1

Network like a pro! Reach out to professionals in the investment management field on LinkedIn or at industry events. We can’t stress enough how valuable personal connections can be in landing that Senior Performance Analyst role.

✨Tip Number 2

Prepare for interviews by brushing up on your performance measurement knowledge and GIPS standards. We recommend practising common interview questions and having examples ready that showcase your analytical skills and problem-solving abilities.

✨Tip Number 3

Showcase your technical skills! If you’ve got experience with SQL, Power BI, or Tableau, make sure to highlight that during interviews. We want to see how you can use these tools to enhance insights and improve processes.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!

We think you need these skills to ace Senior Performance Analyst (Investment Management)

Performance Measurement
Investment Products Knowledge
Performance Methodologies
KPI Analysis
Investment Accounting
GIPS Standards Compliance
Analytical Skills
Numerical Skills
Attention to Detail
Communication Skills
Stakeholder Management
Technical Capability (SQL)
Familiarity with Power BI
Familiarity with Tableau
Continuous Improvement Mindset

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role of Senior Performance Analyst. Highlight your experience in performance measurement and any relevant skills that match the job description. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your achievements in performance analysis and how they relate to what we do at Invesco.

Showcase Your Analytical Skills: Since this role requires excellent analytical abilities, make sure to include examples of how you've used these skills in past positions. We love seeing how you've tackled complex issues and delivered insights that made a difference.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at CFA Institute

✨Know Your Numbers

As a Senior Performance Analyst, you'll need to demonstrate your analytical prowess. Brush up on key performance metrics and be ready to discuss how you've used data to drive insights in previous roles. Prepare specific examples that showcase your ability to interpret complex performance results.

✨Master the GIPS Standards

Since compliance with GIPS standards is crucial for this role, make sure you understand these guidelines inside out. Be prepared to discuss how you've ensured compliance in past positions and any challenges you've faced. This will show your depth of knowledge and commitment to high-quality performance measurement.

✨Showcase Your Tech Savvy

Familiarity with tools like SQL, Power BI, or Tableau can set you apart. Highlight any experience you have with these technologies and how you've leveraged them to enhance performance reporting. If you’ve developed dashboards or automated processes, share those stories!

✨Engage Stakeholders Effectively

Strong communication skills are essential for this role. Think about times when you've successfully collaborated with stakeholders or resolved conflicts. Be ready to discuss your approach to stakeholder management and how you ensure everyone is aligned on performance goals.

Senior Performance Analyst (Investment Management)
CFA Institute

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