Client Reporting Analyst: Drive Insights & Automation

Stephen Bell Associates Ltd; England; On-site; GBP 55,000 - 85,000; Full time

Job summary

Stephen Bell Associates Ltd. is recruiting on behalf of a global asset manager to hire a Client Reporting Specialist.

The role focuses on high‑quality client reporting, data integrity and regulatory and internal controls across performance, risk and fee information. You will own reporting calculations and partner with technology and operations to drive improvements in workflows, controls and automation while coordinating with investment, legal and compliance teams to ensure accuracy and timely

Qualifications

• Experience with client reporting, investment operations, data analysis or fund accounting.
• Strong academics and a client‑centric mindset are desirable.
• Clear, practical communication and ability to distill complex data for stakeholders.

Responsibilities

• Analyse, review and maintain client reporting materials (performance, risk, exposures, fees).
• Own reporting calculations and document data sources, processes and controls.
• Investigate discrepancies and provide reproducible solutions.
• Analyse large datasets to respond to client and internal requests accurately.
• Collaborate on cross-regional projects to refine reporting structures and processes.
• Partner with technology and operations to improve reporting workflows and automation.
• Prepare and maintain client materials and support RFPs, RFIs and DDQs with SMEs.
• Build relationships with investment, client, operations, legal, compliance and tech teams.

Skills

Data analysis

Attention to detail

Analytical thinking

Communication skills

Stakeholder management

Tools

Excel

SQL

Job description

Stephen Bell Associates Ltd. is recruiting on behalf of a global asset manager to hire a Client Reporting Specialist.

The role focuses on high‑quality client reporting, data integrity and regulatory and internal controls across performance, risk and fee information. You will own reporting calculations and partner with technology and operations to drive improvements in workflows, controls and automation while coordinating with investment, legal and compliance teams to ensure accuracy and timely