Client Reporting Analyst

LGBT Great; Greater London; Hybrid; GBP 40,000 - 56,000; Full time

Benefits offered by this job

Health and wellbeing benefits

Wellhub corporate membership

Volunteer time

Professional development support

Leave benefits

Lunch allowance

Job summary

Janus Henderson Investors is seeking a detail-focused factsheet and reporting specialist to support regulatory reporting, client deliverables, and system testing. You will work with the IT team, ensuring accurate, timely outputs and handling queries efficiently.

You’ll be the go-to expert for Vermilion data, monitor regulatory changes, and contribute to monthly and quarterly management information. Hybrid working and career development are offered.

Qualifications

• Previous factsheet and/or reporting experience required, 1-3 years preferred.
• Experience in investment management industry with knowledge of products/markets.
• Understanding of Consumer Duty and FCA/ESMA rules on financial promotions.
• Excellent written and verbal communication abilities.
• Advanced Excel skills and data analysis capability.
• Highly organized, detail-oriented, able to work under pressure.
• Capable of teamwork or autonomous work style.
• Proactive, quick to learn and adaptable.

Responsibilities

• Produce all ranges of factsheets, commentaries and BAU reporting.
• Maintain communication logs for the factsheet process.
• Support large-scale projects alongside the IT Team.
• Participate in testing of new systems and resolve issues.
• Become SME for Vermilion data systems and train others.
• Monitor regulatory changes and update reporting deliverables.
• Compile monthly/quarterly management information outputs.

Skills

Factsheet experience

Investment management knowledge

Regulatory knowledge

Written and verbal communication

Excel skills

Attention to detail

Time management

Problem solving

Self-starter

Team collaboration

Tools

Vermilion data system

Job description

Why work for us?

A career at Janus Henderson is more than a job, it’s about investing in a brighter future together.

Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.

Our Values are key to driving our success, and are at the heart of everything we do:

Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust

If our mission, values, and purpose align with your own, we would love to hear from you!

Your opportunity

• Taking responsibility and ownership of production of all ranges of factsheets, commentaries and other BAU tasks including –
  • Vermilion pre-checks and monthly running
  • Disclaimer changes
  • South African Quarterly MDD’s
  • Client bespoke reports
  • Statement mailing (6 monthly)
  • DC Institutional updates (quarterly)
  • Procedure update – 6 monthly at minimum.
• Maintain communication logs for the factsheet process.
• Ongoing project management support of all factsheets and ad hoc projects, alongside the IT Team.
• Involvement in large volumes of detailed testing of new systems as necessary.
• Resolution of queries, both internal and external, including management of the team inbox.
• Peer review of other team member’s work.
• Become a subject matter expert for our internal data systems, Vermilion. Where required, training of others to enable self-service.
• Be attentive to regulatory changes, brand guidelines, and product strategy to create up-to-date reporting deliverables.
• Compilation of monthly/quarterly management information.
• Continually improve processes and ways of working to the benefit of the end client to deliver upon Janus Henderson’s client experience strategy.
• Carry out other duties as assigned.

What to expect when you join our firm

• Hybrid working and reasonable accommodations
• Generous Holiday policies
• Excellent Health and Wellbeing benefits including corporate membership to Wellhub
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• Maternal/paternal leave benefits and family services
• All employee events including networking opportunities and social activities
• Lunch allowance for use within our subsidized onsite canteen

Must have skills

• Previous factsheet and/or reporting experience essential, 1-3 years preferred
• Experience of working in the investment management industry, with good knowledge of investment products & markets
• Some understanding of regulatory framework with particular focus on Consumer Duty, and FCA/ESMA rules relating to financial promotions
• Strong proficiency in both written and verbal communication, evidencing the ability to connect with every level within the organisation
• Intermediate to advanced excel skills
• Highly organised, confident, decisive, focused, and enthusiastic self-starter
• Capable of working under pressure, with large volumes of work, and to tight deadlines
• Understand the need to establish effective objectives and priorities as well as management of expectations
• Adept at working as part of an effective team as well as autonomously
• Attention to detail
• Results-orientated
• Pro‑active, using their own initiative
• Quick learner with the ability to swiftly adapt to new tasks
• Problem solver
• Highly skilled at time management
• Adept at being flexible to the businesses changing needs
• Prepared to build on understanding of investment markets, knowledge of conventional and specialist investment funds, products, and structures

Nice to have skills

• European language skills would be beneficial but not essential.

Supervisory responsibilities

• No

Potential for growth

• Mentoring
• Leadership development programs
• Regular training
• Career development services
• Continuing education courses

You will be expected to understand the regulatory obligations of the firm and abide by the regulated entity requirements and JHI policies applicable for your role.

At Janus Henderson Investors we’re committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from all backgrounds. Don’t worry if you don’t think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can’t accommodate every flexible working request, we’re happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at [e-mail]

#LI-SH1 #LI-HYBRID

Annual Bonus Opportunity

Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.

Benefits

Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.

Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.

Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson at its sole discretion).

You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position.

You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.