Investment Reporting Specialist: Data-Driven, Client-Centric

Legal And General Group; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services group in Greater London is seeking an experienced Investment Reporting Specialist. You will manage the production of client reports, collaborate with teams, and ensure timely data delivery. Ideal candidates have strong experience with large data sets and excellent communication skills. The company promotes a flexible working environment and provides a range of benefits, including performance-related bonuses and generous holidays.

Benefits

Annual performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare Plan

25+ days holiday

Electric car scheme

Employee discounts

Qualifications

• Experience in investment management is ideal.
• Ability to solve complex problems independently.
• Experience supporting management as a subject matter expert.

Responsibilities

• Manage production and delivery of client reports.
• Ensure timely delivery of data to clients.
• Represent client reporting and collaborate with teams.

Skills

Strong experience working with large data sets

Proven stakeholder management

Exceptional attention to detail

Proficient IT skills, especially MS Excel and PowerPoint

Excellent written and verbal communication skills

Proactive mindset

Tools

MS Excel

PowerPoint

VBA

Python

Power BI

SQL

Job description

A leading financial services group in Greater London is seeking an experienced Investment Reporting Specialist. You will manage the production of client reports, collaborate with teams, and ensure timely data delivery. Ideal candidates have strong experience with large data sets and excellent communication skills. The company promotes a flexible working environment and provides a range of benefits, including performance-related bonuses and generous holidays.