Client Reporting analyst

Stott and May; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A boutique asset management firm in Central London seeks a motivated Client Reporting Analyst. The role offers £250 per day and involves preparing client reports, ensuring data accuracy, and collaborating with senior leadership. Ideal for a junior professional with around 1 year of experience in the financial sector and strong analytical skills. A fantastic opportunity to develop within a high-performing environment.

Benefits

£250 per day

Opportunity to work closely with senior leadership

Collaborative and supportive culture

Qualifications

• Approximately 1 year of experience in the financial services sector, ideally within asset management.
• Familiarity with portfolio data and reporting processes is highly beneficial.

Responsibilities

• Assist in the preparation and delivery of high-quality client reports.
• Compile and validate portfolio data and performance metrics.
• Support the creation of templates and reporting frameworks.
• Liaise with internal stakeholders to gather data and resolve queries.
• Contribute to continuous improvement initiatives within reporting.

Skills

Analytical mindset

Attention to detail

Excel skills

Communication skills

Organizational skills

Job description

Client Reporting Analyst
Boutique Asset Management Firm – Central London
£250 per day | Outside IR35 | 6-month rolling contract

Overview

A highly reputable boutique asset management firm based in Central London is seeking a motivated Client Reporting Analyst to join their team on a contract basis. This is an excellent opportunity for a junior professional with around 1 year of experience in the financial sector to gain broad exposure, work closely with senior leadership, and develop within a high-performing environment.

Key Responsibilities

• Assist in the preparation, production, and delivery of high-quality client reports, including monthly, quarterly, and ad-hoc reporting packs.
• Compile and validate portfolio data, performance metrics, and investment commentary to ensure accuracy and consistency.
• Support the creation of templates and reporting frameworks in line with client and regulatory requirements.
• Liaise with internal stakeholders—including portfolio managers, operations, and compliance—to gather data and resolve reporting queries.
• Ensure timely production of reports and contribute to continuous improvement initiatives within the reporting process.
• Maintain documentation and support audit trails and quality assurance checks.

Skills & Experience Required

• Approximately 1 year of experience in the financial services sector, ideally within asset management, investment operations, or reporting.
• Strong analytical mindset with excellent attention to detail.
• Competence in Excel (formulas, lookups, data handling).
• Familiarity with portfolio data, performance concepts, or reporting processes is highly beneficial.
• Strong communication skills and the ability to work collaboratively across teams.
• Proactive, organised, and eager to learn in a fast-paced environment.

What’s on Offer

• £250 per day, Outside IR35
• Opportunity to work in a boutique firm with real access to senior leadership and decision-makers
• Exposure to a wide range of investment products and reporting processes
• Central London office with a collaborative and supportive culture