Summary
Overview
Work History
Education
Skills
Custom Section
Personal Information
Interests
Timeline
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Ajay Tomar

Edinburgh

Summary

Highly motivated Financial Analyst with over 10 years’ experience in Performance Analytics, Investment and Asset Management within global financial institutions. Strong analytical, investigation and problem-solving skills with proven ability to deliver accurate reporting under tight deadlines. Experienced in BAU operations, client support and project delivery.

Overview

18
18
years of professional experience

Work History

Motor Claims Handler

Aviva
Glasgow
10.2025 - Current
  • Managed portfolio of motor injury claims, ensuring compliance with regulations and internal standards
  • Liaised with solicitors, medical agencies, and third parties to efficiently progress and settle claims
  • Handled inbound and outbound calls, providing professional and empathetic support to clients
  • Prioritise caseload effectively to meet deadlines and service standards

Performance Analyst (Contract)

Aegon Asset Management
04.2023 - 02.2024
  • Calculated and analysed performance and attribution across multiple asset classes
  • Ensured data integrity and accuracy for client and internal reporting
  • Investigated discrepancies across systems and collaborated with cross-functional teams
  • Ensured compliance with GIPS standards
  • Contributed to project and change initiatives
  • UK (remote)

Senior Performance Analyst (Client Support) - FTC

BNP Paribas
London
09.2021 - 08.2022
  • Delivered comprehensive performance and attribution reporting for flagship UK client portfolios, enhancing transparency and decision-making
  • Coordinated and led regular client meetings, driving discussions to maintain and exceed service KPIs
  • Acted as escalation point for complex or urgent client issues
  • Oversaw and supervised offshore teams (Chennai & Warsaw), ensuring alignment with service standards and client expectations
  • Supported client change requests and service enhancements
  • London

Performance Analyst

Citi Bank
Edinburgh
08.2018 - 10.2019
  • Managed comprehensive performance reporting for Fixed Income funds, ensuring timely and accurate insights
  • Signed off monthly fund returns, ensuring accuracy across large fund populations
  • Collaborated with clients and FactSet on performance-related projects, delivering tailored solutions that met stakeholder needs
  • Facilitated training for offshore teams on essential processes, enhancing their operational effectiveness
  • Edinburgh (TUPE transfer from Aberdeen Standard Investment)

Performance Analyst (Fixed Income)

Aberdeen Standard Investment
Edinburgh
05.2016 - 08.2018
  • Generated and evaluated attribution and contribution reports to provide insights for clients
  • Collaborated with Derivatives, FX, Index and Benchmark teams to address and rectify data discrepancies
  • Performed daily security-level data checks to ensure data integrity across diverse funds
  • Edinburgh

Performance and Risk Analyst (Contractor)

HSBC Bank PLC
Edinburgh
05.2014 - 12.2015
  • Produced performance and risk reports on monthly, quarterly, and annual basis to inform stakeholders
  • Ensured accuracy of fund, benchmark, and attribution data for reliable reporting
  • Collaborated with internal teams and external parties to resolve reporting queries effectively
  • Edinburgh

Performance Analyst (Associate 2)

State Street Bank
Edinburgh
12.2010 - 04.2014
  • Compiled and distributed daily, monthly, and quarterly performance reports to stakeholders
  • Engaged with client managers to address performance-related queries and ensure alignment
  • Assisted offshore teams in classifying data, managing uploads, and securing approvals
  • Edinburgh

Customer Service Assistant

Capita Life and Pensions
Glasgow
06.2008 - 12.2010
  • Handled IFA queries and correspondence to ensure timely resolution
  • Maintained accurate financial records within strict timescales to uphold compliance
  • Processed pension policies, commissions, and reconciliations to support financial accuracy
  • Glasgow

Education

MSc (Econ) - Finance & Investment Management

University of Aberdeen
UK
01-2007

BA (Hons) - Psychology

C.C.S University
India
01-2005

Skills

  • Client Management
  • Stakeholder Management
  • Data Quality Control
  • Reconciliation
  • Advanced Excel
  • Power BI
  • SQL
  • Performance Measurement
  • Risk Analysis
  • Risk assessment
  • Project Management
  • Change Management
  • Deadline prioritization
  • Service optimization
  • Analytics
  • Decision-Making competence
  • Attention to Detail
  • Team collaboration
  • Working with KPIs
  • Investment Management
  • Asset Management
  • GIPS Compliance
  • Regulatory Standards
  • FactSet
  • Bloomberg
  • BISAM B-One
  • Mainframe systems
  • Financial Modelling
  • DCF
  • VaR
  • BSM
  • Binomial Models
  • Duration
  • PV01
  • DV01
  • Option Greeks
  • Relationship management
  • Decision-Making competence
  • Attention to Detail

Custom Section

  • Performance Measurement, Attribution & Risk Analysis
  • Investment & Asset Management Operations
  • GIPS Compliance & Regulatory Standards
  • Client & Stakeholder Management
  • Data Quality Control & Reconciliation
  • Project & Change Management
  • Advanced Excel, Power BI, SQL
  • Systems & Tools: FactSet, Bloomberg, BISAM B-One, Mainframe systems
  • Financial Modelling & Analytics: DCF, VaR (Matrix, Historical, Monte Carlo), BSM, Binomial Models, Duration (Macaulay, Modified, Effective), PV01/DV01, Option Greeks

Personal Information

Passport Number: British Passport

References - Available on request

Interests

  • Hindi/Urdu poetry
  • Sports

Timeline

Motor Claims Handler

Aviva
10.2025 - Current

Performance Analyst (Contract)

Aegon Asset Management
04.2023 - 02.2024

Senior Performance Analyst (Client Support) - FTC

BNP Paribas
09.2021 - 08.2022

Performance Analyst

Citi Bank
08.2018 - 10.2019

Performance Analyst (Fixed Income)

Aberdeen Standard Investment
05.2016 - 08.2018

Performance and Risk Analyst (Contractor)

HSBC Bank PLC
05.2014 - 12.2015

Performance Analyst (Associate 2)

State Street Bank
12.2010 - 04.2014

Customer Service Assistant

Capita Life and Pensions
06.2008 - 12.2010

MSc (Econ) - Finance & Investment Management

University of Aberdeen

BA (Hons) - Psychology

C.C.S University
Ajay Tomar