Client Reporting Analyst
4 Nov 2024
About the job
Our client is a top tier asset manager based in London. As a result of company growth, they are now looking to hire a Client Reporting Analyst to join their Client Reporting team on a 12 month fixed term contract basis.
This is an ideal opportunity for candidates with a minimum of 2 years’ experience within client reporting or another reporting function within investment management.
Working closely alongside the Head of Client Reporting, the Client Reporting Analyst will be involved in the following duties:
Producing high quality, accurate, and timely reporting for clients
Updating and fact checking monthly and quarterly generic reporting materials, fund profiles and monthly commentaries
Updating and fact checking various data points for the external website
Complying new or changing fund materials
Managing the day-to-day production of full, accurate and timely reports, making sure we hit internal and external deadlines
Ensuring production controls work and team members use them properly
Drafting and maintaining procedure documents for reporting processes, making sure best practice is established and followed
Contributing to various projects across a variety of client reporting initiatives
The Client Reporting Analyst should have the following skill set:
Excellent quantitative and communication skills
Strong attention to detail
Holds the IMC or is working towards the IMC (or equivalent)
At least 2 years’ experience in Client Reporting, Performance Reporting or Data Reporting within asset management
Good Excel knowledge including abilities to perform pivot tables and v lookups as a minimum requirement
This is an exciting opportunity to join a high performing team at a well established investment management firm. If you believe your background meets the criteria, please apply with a copy of your CV.
