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Senior Performance Reporting Analyst
Phoenix Group. Lead the end-to-end implementation, configuration and ongoing development of FactSet modules, data feeds, reporting and analytics .
About the role
Key responsibilities & impact- Lead the end-to-end implementation, configuration and ongoing development of FactSet modules, data feeds, reporting and analytics
- Manage integrations and data reconciliation between FactSet, internal systems, third-party data sources and external fund managers
- Maintain appropriate data governance standards
- Act as the internal FactSet subject matter expert
- Provide ongoing support, onboarding and training across investment, performance and compliance teams
- Translate business requirements into FactSet configurations, custom templates, reports and bespoke solutions
- Manage the relationship with FactSet, including issue escalation, product roadmap discussions, new releases and process enhancement or automation opportunities
- Develop and manage delivery plans, allocate tasks according to resource availability, and provide status updates and MI on progress
- Contribute to investment technology strategy, identify process improvements and evaluate complementary tools and vendor relationships
Requirements
What you’ll need- Demonstrable experience implementing or administering FactSet in an institutional investment or insurance environment
- Strong working knowledge of FactSet modules relevant to the buy-side: SPAR, Portfolio Analytics, Fixed Income Analytics, Performance Attribution, and Reporting
- Demonstrated understanding of investment performance reporting requirements in an institutional investment manager or insurer
- Experience managing data integrations and working with structured financial data across multiple asset classes (fixed income, equity, multi-asset funds)
- Proven ability to engage with investment professionals and translate business needs into platform configuration and workflow solutions
- Strong project management skills, with experience managing concurrent workstreams and stakeholder expectations
Benefits
Comp & perks- Bonus
- Private medical cover
- 38 days annual leave
- Excellent pension
- 12x salary life assurance
- Career breaks
- Income protection
- 3x volunteering days
- Flexible working
- Part-time, job-share and other types of flexibility