At a Glance
- Tasks: Analyse investment performance and provide insights to stakeholders in a dynamic environment.
- Company: Join Invesco, a leading global investment firm committed to inclusivity.
- Benefits: Enjoy flexible working, generous leave, healthcare, and wellness benefits.
- Other info: Opportunities for career growth and a commitment to diversity and inclusion.
- Why this job: Make a real impact on investment strategies while collaborating with intelligent colleagues.
- Qualifications: Experience in performance measurement and strong analytical skills required.
The predicted salary is between 60000 - 80000 £ per year.
This job is with Invesco, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
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
What We Are Looking For
Are you an experienced Performance Analyst who enjoys working close to investments, portfolios, and stakeholders? We're looking for our next Senior Performance Analyst to join Invesco's Global Performance Measurement team, based at our EMEA headquarters in Henley‐on‐Thames. This is a high‐impact role where you'll 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.
The Global Performance Measurement team is responsible for the calculation, validation, governance, and oversight of investment performance across Invesco's global product range, including GIPS and regulatory oversight within EMEA. You'll work closely with portfolio managers, product, risk, and global performance colleagues - combining deep performance expertise with strong judgment, collaboration, and a continuous improvement mindset.
Performance Calculation & Analysis
- 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
Data Management & Controls
- Maintain high standards of data quality, controls, and auditability
- Partner with Technology and Data teams to shape requirements and system enhancements - without this being an IT‐heavy role
Compliance, GIPS & Regulatory Oversight
- 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
Reporting, Insight & Automation
- 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
Collaboration & Stakeholder Engagement
- 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
What You Can Bring
- 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
Disability Confident Scheme
Applicants who opt in to the Disability Confident Scheme and meet the 'minimum criteria' for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting‐in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme. The scheme only guarantees an interview – it does not automatically mean that applicants interviewed will gain employment with Invesco at that time.
Senior Performance Analyst (Investment Management) employer: myGwork - LGBTQ+ Business Community
Contact Detail:
myGwork - LGBTQ+ Business Community 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 current or former employees at Invesco on LinkedIn. A friendly chat can give us insider info and might just get our foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on performance measurement concepts and GIPS standards. We want to show that we’re not just knowledgeable but also passionate about the role!
✨Tip Number 3
Practice our storytelling skills. We should be ready to share specific examples of how we've tackled complex performance issues or improved processes in previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets seen by the right people at Invesco. Plus, it shows we’re serious about joining their team.
We think you need these skills to ace Senior Performance Analyst (Investment Management)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Performance Analyst role. Highlight your experience with performance measurement, investment products, and any relevant technical skills like SQL or Power BI. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about performance analysis and how you can contribute to our team at Invesco. Be sure to mention any specific experiences that relate to the job description.
Showcase Your Analytical Skills: Since this role requires strong analytical abilities, make sure to include examples of how you've used these skills in past roles. Whether it's interpreting performance results or resolving complex issues, we want to see your problem-solving prowess!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, it shows you're serious about joining our team at Invesco. We can't wait to see what you bring to the table!
How to prepare for a job interview at myGwork - LGBTQ+ Business Community
✨Know Your Numbers
As a Senior Performance Analyst, you'll need to demonstrate your analytical skills. Brush up on key performance metrics and investment methodologies relevant to Invesco. Be ready to discuss how you've used data to drive insights in previous roles.
✨Showcase Your Collaboration Skills
This role involves working closely with various stakeholders. Prepare examples of how you've successfully collaborated with portfolio managers or other teams. Highlight your communication skills and how you’ve built relationships to achieve common goals.
✨Understand GIPS Standards
Since compliance with GIPS standards is crucial, make sure you understand these guidelines thoroughly. Be prepared to discuss your experience with regulatory environments and how you've ensured compliance in past positions.
✨Demonstrate Continuous Improvement Mindset
Invesco values a proactive approach to improvement. Think of instances where you've identified inefficiencies and implemented solutions. Share your ideas on how you could enhance performance measurement processes at Invesco.