Investment Client Reporting Analyst

Eden Scott; City of Edinburgh; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services company in Edinburgh is seeking an Investment Client Reporting Analyst for a 6-month role. The ideal candidate will possess strong SQL skills and experience in data visualisation, delivering exceptional client experiences through data and reporting solutions. Responsibilities include migrating client reporting to a new data framework and ensuring data integrity and reporting accuracy.

Qualifications

• Experience in the asset management or financial services industry.
• Proficiency in SQL is essential.
• Experience with Python or VBA is a plus.

Responsibilities

• Act as a key end user in client regulatory reporting migration.
• Organise and execute robust testing protocols.
• Analyse business processes and data flows.

Skills

SQL

Data visualisation

Python

VBA

Communication

Organisational skills

Job description

Overview

Eden Scott's client is seeking an Investment Client Reporting Analyst to join their Financial Services company in Edinburgh on a 6-month basis (may be extended). The ideal candidate will deliver exceptional client experiences through data and reporting solutions and will be highly motivated and experienced. This is an opportunity to work at the heart of a dynamic, global organisation, helping to shape and deliver best-in-class reporting solutions for a diverse client base.

The Reporting Solutions team plays a critical role in ensuring clients receive timely, accurate, and insightful investment reporting. Sitting at the intersection of data, technology, and client service, the team partners closely with client-facing teams, project managers, and data providers to deliver high-quality reporting outcomes.

Key Responsibilities

• Act as a key end user in the migration of client regulatory reporting to a Snowflake-based data framework.
• Organise and execute robust testing protocols to ensure data integrity and reporting accuracy.
• Analyse business processes and data flows to support the development of a scalable business support model.
• Design and implement oversight processes to monitor report implementation and delivery.
• Translate findings into clear, actionable business and technology requirements.
• Validate and implement reporting solutions into the live business environment.
• Collaborate with onboarding teams to ensure timely and accurate delivery of industry-standard reports.
• Gather and analyse client feedback to drive continuous improvement in reporting tools and content.

Person Specification

• The ideal candidate must have experience in the asset management or financial services industry.
• Proficiency in SQL is essential; experience with Python or VBA is a plus.
• Demonstrated experience in data visualisation and reporting tools.
• Excellent communication and presentation skills, with the ability to engage both technical and non-technical stakeholders.
• A tech-first mindset with a passion for solving problems through innovation.
• Strong organisational skills, attention to detail, and a delivery-driven approach.
• Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.

How to Apply

If you are interested in this role please contact Karen Kerr or email [e-mail] or call Karen on 0131 5501129.

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on 0131 550 1100 or drop off a CV at [e-mail] and we will ensure the most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent.