Client Reporting analyst

Stott & May Professional Search Limited; Greater London; On-site; GBP 60,000 - 80,000; Part time

Job summary

A reputable boutique asset management firm in Central London is seeking a motivated Client Reporting Analyst on a contract basis. The role offers £250 per day and requires approximately 1 year of experience in financial services. Responsibilities include preparing and delivering high-quality client reports, validating portfolio data, and liaising with internal teams. This position provides exposure to senior leadership and a collaborative culture within a fast-paced environment.

Benefits

Opportunity to work with senior leadership

Exposure to a wide range of investment products

Collaborative and supportive culture

Qualifications

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

Responsibilities

• Assist in the preparation and delivery of high-quality client reports.
• Compile and validate portfolio data, performance metrics, and investment commentary.
• Support the creation of templates and reporting frameworks.
• Liaise with internal stakeholders to gather data and resolve queries.
• Ensure timely production of reports and improve reporting processes.
• Maintain documentation and support audit trails.

Skills

Strong analytical mindset

Excellent attention to detail

Competence in Excel

Strong communication skills

Ability to work collaboratively

Proactive and organised

Job description

Client Reporting Analyst

Boutique Asset Management Firm - Central London

£250 per day | Inside 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, Inside 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.