Client Reporting Analyst

JR United Kingdom; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading Investment Manager is seeking a Reporting Analyst to join their client reporting team in London. The successful candidate will be responsible for generating reports, analyzing investment data, and providing insights to stakeholders. Ideal applicants will have a Bachelor's degree and relevant experience in risk reporting, particularly with FactSet, and must demonstrate strong analytical skills and attention to detail.

Qualifications

• 2+ years of analyst, risk reporting experience.
• Experience producing attribution and risk reporting for equity and fixed income products.
• Extremely detail-oriented and excellent client service focus.

Responsibilities

• Generates monthly, quarterly, and ad-hoc reports for clients.
• Analyzes investment data including portfolio positions and performance.
• Troubleshoots reporting errors and proposes solutions.

Skills

Analytical skills

Attention to detail

Client service focus

Strong Excel knowledge

Education

Bachelor’s Degree in Business, Finance, Economics, or related field

Tools

FactSet

Job description

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A leading Investment Manager wish to recruit within the client reporting team, the successful candidate will be responsible for the following duties

Duties and Responsibilities

• Generates monthly, quarterly, and ad-hoc reports for our private client and institutional relationships
• Produces custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis
• Analyzes and interprets relevant investment data, including portfolio positions, transactions, and performance
• Develops, communicates, and/or expounds reports and analysis for internal and external stakeholders
• Troubleshoots any reporting or operational process errors, then propose and implement solutions
• Manages projects to create or improves reporting content and/or advance strategic business goals
• Provides support, innovation, and project consultation for multiple business segments
• Ability to draw own conclusions, articulate positions, communicate key messages, make recommendations, and influence in a team
• Develops industry insights through proactive networking, conference attendance, and independent research
• Performs other duties of a similar or related level and assists with special projects as necessary or assigned

Job Requirements

• Bachelor’s Degree in Business, Finance, Economics, or related field preferred
• 2+ years of analyst, risk reporting experience
• 2+ years of direct experience with FactSet
• Experience producing attribution and risk reporting in support of US and International equity and fixed income products
• Strong Excel knowledge working with large data sets
• Extremely detail-oriented
• Excellent client service focus and high touch experience required