Client Reporting Analyst

Capula Investment Management LLP; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

Join a forward-thinking investment management firm as a Client Reporting Analyst, where you'll play a vital role in engaging with investors through high-quality reporting and presentations. In this collaborative position, you'll work closely with Product Specialists and internal teams, ensuring that all client-facing materials are accurate and compliant. Your keen analytical skills and attention to detail will be essential as you produce insightful reports and tailor communications to reflect market conditions. This is an exciting opportunity to contribute to a dynamic team in a supportive environment that values professional growth and development.

Benefits

Competitive salary and bonus scheme

25 days' paid annual leave

Excellent staff development opportunities

Corporate gym membership

Free meals in employee restaurant

Medical insurance

Qualifications

• 2-3 years of experience in financial markets or client service roles.
• Strong editorial judgment for financial materials.
• Familiarity with compliance frameworks.

Responsibilities

• Support Investor Relations with client reporting and presentations.
• Create and maintain client materials ensuring accuracy.
• Liaise with Compliance to meet regulatory requirements.

Skills

Attention to Detail

Analytical Skills

Communication Skills

Organizational Skills

Excel Proficiency

Team Collaboration

Education

Bachelor's Degree in Economics

CFA/CAIA (preferred)

Tools

Excel

PowerPoint

Word

Job description

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Overall purpose of the job:

This role sits within the Investor Relations team, supporting the firm's engagement with existing and prospective investors by ensuring high-quality, accurate, and timely client reporting. A highly collaborative role, the Client Reporting Analyst will work closely with Product Specialists and other internal teams to produce fund reports, investor presentations, and marketing materials, helping to communicate the firm's strategies and performance effectively. The role requires a keen eye for detail, strong analytical skills, and the ability to collaborate across functions to ensure consistency and compliance in all client-facing materials.

Overall purpose of the job:

This role sits within the Investor Relations team, supporting the firm's engagement with existing and prospective investors by ensuring high-quality, accurate, and timely client reporting. A highly collaborative role, the Client Reporting Analyst will work closely with Product Specialists and other internal teams to produce fund reports, investor presentations, and marketing materials, helping to communicate the firm's strategies and performance effectively. The role requires a keen eye for detail, strong analytical skills, and the ability to collaborate across functions to ensure consistency and compliance in all client-facing materials.

Duties and responsibilities:

• Support the Investor Relations team and Product Specialists in providing information and expertise on the firm's strategies and funds.
• Assist with creation, editing, and maintaining client materials, including presentations and reports
• Update regular fund reporting and respond to ad-hoc investor requests, ensuring accuracy and consistency of data
• Identify and assist in tailoring materials to reflect the current market environment and investor interests
• Create, format, and maintain documents, graphics, and visuals in line with the firm's branding and compliance standards.
• Work with and develop strong relationships with internal stakeholders, including Product Specialists, Compliance, Legal, Risk, and Product Control.
• Liaise with Compliance to ensure marketing materials and reports meet regulatory requirements.
• Assist with maintaining and reporting information in the firm's CRM
• Work efficiently, streamline processes, and ensure accuracy and consistency across all materials
  
  

Note that in addition to these duties employees are required to carry out such other duties as may be reasonably required from time to time.

Requirements

• Bachelor's Degree from an accredited university preferably in a related field (economics, finance, accounting or marketing)
• CFA and/or CAIA a plus but not required
• 2-3 years of experience in financial markets and/or financial services, ideally in a client service, investor relations, or reporting role
• Strong editorial judgment with the ability to review and refine language related to financial markets and trading strategies.
• Proven experience in producing high-quality client presentations and investor materials
• Familiarity with global compliance frameworks, ensuring marketing materials and reports meet regulatory requirements
• Ability to manage multiple tasks in a fast-paced environment, meeting strict deadlines while maintaining accuracy and attention to detail
• Strong analytical and problem-solving skills, with the ability to interpret and present financial data effectively
  
  
  

Skills

• Exceptional attention to detail and commitment to maintaining the highest standards of accuracy
• Strong organisational skills with the ability to prioritise, multi-task, and manage deadlines effectively
• Proactive mindset, with the ability to anticipate and manage deliverables
• Excellent written and verbal communication skills, with the ability to articulate complex information clearly and concisely
• Advanced proficiency in Excel, with some programming experience (e.g., VBA, Python) being a plus
• Proven experience with Word and PowerPoint, particularly in producing professional, client-facing materials
• Strong numeracy and quantitative analytical skills, with the ability to interpret and present financial data effectively
• Team player with a client-service-oriented mindset, able to collaborate effectively across functions
• Strong work ethic, with a keen awareness of compliance and risk considerations in a financial environment
  
  
  

Benefits

Capula is committed to helping all employees flourish in their roles by supporting your professional development and offering exposure to challenges that you may not encounter in a larger organisation.

We will provide:

• A competitive salary and bonus scheme with annual reviews
• 25 days' paid annual leave
• Excellent staff development and training opportunities
• Corporate gym membership (and a complimentary wellness space in our London office)
• Free breakfast, lunch, and dinner in our employee restaurant
• Medical insurance and other benefits

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research, Analyst, and Information Technology

• Industries

  Non-profit Organizations and Primary and Secondary Education

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