Senior Performance Reporting Analyst
Role Overview
Join the Performance and Asset Reporting team as a Senior Performance Reporting Analyst.
Lead implementation, configuration, and embedding of FactSet across investment, performance, risk, and reporting processes.
Key Skills for This Role
Full Job Posting
Role
Join the Performance and Asset Reporting team as a Senior Performance Reporting Analyst.
Lead implementation, configuration, and embedding of FactSet across investment, performance, risk, and reporting processes.
Location and working pattern
- The role is based in the Edinburgh office, with work split between home and office for 2–3 days a week.
Salary and benefits
- Salary starts at £70,000 depending on experience, plus bonus.
- Benefits include private medical cover, 38 days of annual leave, pension, life assurance, career breaks, income protection, and volunteering days.
Key responsibilities
- Lead FactSet module, data-feed, reporting, and analytics implementation and development.
- Manage integrations and reconciliation among FactSet, internal systems, third-party sources, and external fund managers.
- Provide FactSet support, onboarding, and training to investment, performance, and compliance teams.
- Translate business needs into FactSet configurations, templates, reports, and workflow solutions.
- Manage the vendor relationship, issue escalation, product roadmap discussions, releases, and process enhancements.
- Plan delivery, allocate tasks, provide status updates, and contribute to investment technology strategy and tool evaluation.
What the role requires
- Hands-on FactSet implementation or administration experience in institutional investment or insurance.
- Working knowledge of buy-side FactSet modules: SPAR, Portfolio Analytics, Fixed Income Analytics, Performance Attribution, and Reporting.
- Understanding of institutional investment performance reporting.
- Experience with data integrations and structured financial data across fixed income, equity, and multi-asset funds.
- Ability to translate investment professionals’ needs into platform configuration and workflow solutions.
- Project management experience handling concurrent workstreams and stakeholder expectations.
About Standard Life
Standard Life is a retirement specialist focused on retirement savings and income, and has helped customers plan for their financial futures for more than 200 years.
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