Senior Investment Reporting Analyst

Huguenot Services Limited; London; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading company specializing in investment reporting solutions seeks a Senior Investment Reporting Analyst in London. This role offers the opportunity to manage key client relationships, generate reports, and work closely with a collaborative team, all while developing personal skills and career opportunities. This position requires 2-3 years of relevant experience and a strong academic background. Benefits include a discretionary bonus scheme, best-in-class medical and dental insurance, and a vibrant workplace culture.

Benefits

Discretionary bonus scheme

Best-in-class medical/dental insurance

Worldwide travel insurance

Modern offices with stunning City views

Regular company events

Roof terrace, canteen, cycle storage and showers

Qualifications

• 2-3 years' professional or further academic experience required.
• Confidence in client interaction and engagement.
• Exceptional eye for detail and logical approach to tasks.

Responsibilities

• Generate and manage monthly investment reports.
• Coordinate closely with clients to understand reporting needs.
• Work with design teams to ensure reports align with client brands.

Skills

Logical Thinking

Problem-solving

Attention to Detail

Data Analysis

Interpersonal Skills

Communication

Client Engagement

Technology Interest

Education

Impeccable academic record in any discipline

Tools

Microsoft Excel

Job description

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The company

Our London-based team of data, digital and design specialists has developed a proprietary investment reporting platform that generates highly personalised solutions for the fund management industry. Clients of all sizes, from start-up boutiques to global asset management firms, are assured of the attention to detail, effortless customisation and peace of mind that are hallmarks of a solution crafted by Huguenots.

The role

As a Senior Investment Reporting Analyst, you will be immersed in projects that are core to the business and critical to the continued growth of the company. Working within our account management team, you will take responsibility for the generation of monthly investment reports, ongoing website management and the development of key client relationships.

You will work closely with colleagues in a team that emphasises both interpersonal skills and technical proficiency. From the outset, you will play a key role in delivering our trademark reporting solutions and take ownership of client relationships. You will need to build an excellent understanding of the client's fund offering in order to assist in all aspects of their investment reporting. In doing so, you will be provided with the opportunity to become an expert in the investment reporting space.

You will require an agile and logical approach and will need to apply high levels of intellectual rigour to each challenge presented to you. Joining a small and collaborative team, there is much scope for the right candidate to take ownership of entire processes and lead on delivering new projects. Examples of your typical responsibilities will include:

• Frequently attending meetings with the client and keeping in touch via email and telephone
• Speaking with clients to understand their reporting needs and effectively communicating these to the implementation and design teams
• Getting to grips with how investment data is used to generate client-facing reports and where necessary
• Setting up reports for automation on our proprietary investment reporting platform
• Providing analysis and consultancy to guide the client in developing their investment reporting and web solutions, and working closely to support and manage their ongoing requirements
• Working with our design and front-end teams to ensure that investment reports and websites are on-brand and optimised for use across all devices (desktop, tablet and mobile)

Requirements

We are looking for a candidate with 2-3 years' professional or further academic experience. You should be able to demonstrate:

• An impeccable academic record (in any discipline)
• The ability to think logically and take a systematic approach to large, complex workloads and have oversight of multiple concurrent tasks
• An exceptional eye for detail and a willingness to take a pragmatic approach as necessary
• A knack for problem-solving and the readiness to discuss potential solutions as a team
• That you are willing to contribute to the team beyond your daily responsibilities
• Confidence in expressing opinions to groups of people, even when you are new to a topic
• That you enjoy meeting and getting to know new people and are comfortable and confident contacting clients by telephone and meeting them in person
• A genuine interest in exploring and using technology
• Experience with Microsoft Excel, and confidence in analysing or manipulating different forms of data

We are at a pivotal stage in the development of our business, so there is now a significant opportunity for candidates with the right ambition and enthusiasm to progress rapidly with us. We are committed to the long-term career development of all of our team, so you will be provided with ongoing personal training and mentoring from experienced colleagues.

We encourage applications from people of all backgrounds, regardless of race, sex, disability, religion/belief, sexual orientation or age.

Benefits

• Discretionary bonus scheme
• Best-in-class medical/dental insurance
• Worldwide travel insurance
• Modern offices with stunning City views
• Regular company events in a sociable workplace environment
• Roof terrace, canteen, cycle storage and showers