Senior Investment Reporting Analyst

Huguenot Services Limited; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

Join Huguenot Services Limited as a Senior Investment Reporting Analyst in London. You will generate detailed investment reports, develop client relationships, and work collaboratively within a dynamic team. This role requires analytical skills, strong attention to detail, and an interest in technology, with significant opportunities for career progression.

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

Qualifications

• 2-3 years of professional or further academic experience.
• Exceptional attention to detail and systematic approach to workloads.
• Interest in technology and ability to handle complex data.

Responsibilities

• Generate monthly investment reports and manage key client relationships.
• Collaborate with design teams to ensure optimal presentation of reports.
• Assist clients in developing their investment reporting and web solutions.

Skills

Analytical skills

Interpersonal skills

Attention to detail

Problem-solving

Communication

Technological proficiency

Education

Impeccable academic record

Tools

Microsoft Excel

Job description

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)

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.

• 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