Client Reporting & Data Automation Analyst

AEGON; City of Edinburgh; In loco; GBP 40.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Non-contributory pension (9-13%)

Discretionary bonus

27 days leave + bank holidays

Private medical cover

Life assurance

Critical illness cover

Enhanced parental leave

Lifestyle benefits

Descrizione del lavoro

Aegon Asset Management in Edinburgh is seeking a Client Reporting Analyst to support production and oversight of client, fund, and regulatory reporting for UK and US clients. You will use Snowflake, SQL, Power Query and Excel to automate data processes and ensure data quality, working with multiple teams.

The role involves onboarding new clients, delivering accurate reports and contributing to continuous improvement of reporting controls and automation.

Competenze

• Bachelor's degree in Finance, Business Administration, Investment Management or equivalent experience.
• Experience in client reporting, fund reporting, performance reporting or regulatory reporting in financial services.
• Strong SQL, data analysis and data validation skills.
• Experience with Snowflake and Power Query to develop reporting solutions.

Mansioni

• Contribute to accurate production of client, fund and regulatory reporting for internal and external stakeholders.
• Automate data extraction, transformation, validation and reporting processes with SQL, Snowflake and Power Query.
• Collaborate with Client Services, Investments, Operations, Risk, Compliance and Technology to deliver high-quality reporting.
• Support onboarding of new clients and onboarding reporting requirements.
• Participate in process improvements to enhance reporting controls and automation capabilities.

Conoscenze

SQL

Snowflake

Power Query

Excel

Data analysis

Stakeholder management

Formazione

Bachelor's degree in Finance/Business/Investment Management

Strumenti

Clearwater Prism

Alladin

Descrizione del lavoro

Aegon Asset Management in Edinburgh is seeking a Client Reporting Analyst to support production and oversight of client, fund, and regulatory reporting for UK and US clients. You will use Snowflake, SQL, Power Query and Excel to automate data processes and ensure data quality, working with multiple teams.

The role involves onboarding new clients, delivering accurate reports and contributing to continuous improvement of reporting controls and automation.