Client Reporting & Performance Specialist

Seven Investment Management LLP; Greater London; Hybrid; GBP 38,000 - 60,000; Full time

Job summary

Seven Investment Management LLP in London is seeking a detail‑oriented analyst to support client, regulatory and investment performance reporting. You’ll help manage recurring reporting cycles, validate data, investigate queries and contribute to improvements in controls and processes across Operations, Technology, Compliance and Investment teams.

The role offers exposure to MiFID II reporting, performance measurement concepts and opportunities to apply AI and automation to streamline workflows.

Qualifications

• Strong attention to detail and ability to produce accurate outputs under deadlines.
• Good numerical and analytical skills with capability to investigate data issues.
• Confident in Excel with data, reconciliations and reporting templates.
• Clear written and verbal communication, concise updates and recommendations.
• Organised, delivery-focused and able to manage multiple priorities.
• Collaborative, cross-team working and proactive problem-solving.
• Willingness to learn, improve processes and adapt to new tools.

Responsibilities

• Support the end-to-end delivery of recurring client and regulatory reporting cycles, including preparation, data validation, testing, production oversight, despatch and archiving.
• Coordinate reporting activity against plans and SLAs with internal teams and external providers.
• Investigate reporting exceptions and data issues, documenting findings and escalating when needed.
• Maintain daily BAU reporting controls including MiFID II activity, data, costs and outputs.
• Support tax reporting processes with data management and timely query resolution.
• Provide accurate, professional responses to reporting queries from stakeholders.

Skills

Attention to detail

Numerical analysis

Excel proficiency

Communication skills

Organisation

Collaboration

Proactive mindset

Education

Maths and English

Tools

Pershing platform

Microsoft Copilot

Job description

Seven Investment Management LLP in London is seeking a detail‑oriented analyst to support client, regulatory and investment performance reporting. You’ll help manage recurring reporting cycles, validate data, investigate queries and contribute to improvements in controls and processes across Operations, Technology, Compliance and Investment teams.

The role offers exposure to MiFID II reporting, performance measurement concepts and opportunities to apply AI and automation to streamline workflows.