Solutions Client Analyst

Schroders; Greater London; On-site; GBP 36,000 - 52,000; Full time

Benefits offered by this job

Flexible working

Job summary

Schroders is seeking a Solutions Client Analyst for a 12-month fixed-term contract in London. You will specialise in investment reporting and analytics for institutional clients, delivering high-quality data, dashboards and insights to inform client strategies and governance.

Based in London, you will collaborate with the Solutions team to design reporting architectures, develop Tableau dashboards, and ensure data quality and security across platforms.

Qualifications

• Knowledge of Microsoft Office applications; intermediate Excel experience.
• Knowledge of Tableau and data visualization software.
• Experience developing and operating Tableau-driven dashboards and analytics.
• Clear and effective communication skills, both written and oral.

Responsibilities

• Develop our digital reporting proposition for institutional clients.
• Work with Solutions team to understand client problems and provide analytical solutions.
• Design reporting dashboards architecture and create efficiency gains for the Solutions business.
• Understand data governance, quality and security; integrate analytics with corporate platforms.
• Interact with Global Data/Technology to understand data flows into Tableau/analytics.
• Build dashboard views to monitor MI information for the Solutions management team.

Skills

Excel

Tableau

Data Visualization

Dashboard Design

Education

CFA or similar (desirable)

Tools

Power BI

Python

Job description

Reporting to:Amaal Mistry - Head of Client Analytics

Job title:Solutions Client Analyst, 12-months Fixed Term Contract

About Us

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

The base

We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre and we have everything we need to work flexibly.

The team

The Solutions division currently looks after over £100bn in assets across pensions, insurance and other long term asset owners like endowments and charities/foundations. You’ll join our team based in London but operating across the UK and internationally. Our team continues to grow to support the steady stream of opportunities landing with us across a diverse range of client types.

The role ofSolutions Client Analystis primarily focussed on the investment reporting and analytic requirements of our clients within the Schroders Solutions business. The main responsibility undertaken is the support to the solutions business with high-quality data and reporting to measure performance, service queries, meeting preparation, market research and trends and project support. The team is fast paced, hands-on, and ever committed to providing our clients with a seamless experience.

What you'll do

• Have a primary focus on developing our digital reporting proposition to our institutional client base.
• Work closely with the wider Solutions team to understand client problems and provide best-in-class analytical solutions as client strategies evolve.
• Design new reporting Dashboards architecture and create efficiency gainsfor the wider solutions business
• Understand data governance, quality and security and integrate analytics with corporate platforms
• Interact with Global Data / Technology and understand data flows that integrate into Tableau/analytics
• Build out dashboard views to help monitor / present the MI information using software to empower the Solutions management team
• Enhance the whole process of data management, collecting, dashboard design, and product life-cycle management
• Have the ability to solve investment related queries and problems
• Provide explanations of clients’ investment returns in the context of their actuarial requirements
• Gather, clean, and prepare data for analytics and visualisation
• Create new KPIs and monitor them consistently in datasets
• To be aware of and adhere to Compliance procedures and requirements in respect of the following: confidentiality, data protection, anti-money laundering procedures, TCF, conflicts of interest.

What you'll be like

Well organised, with strong project management and problem-solving skills;

Good communicator – internally and externally to the business;

Someone that enjoys working with many internal stakeholders to run and improve processes, with more of a focus on overall investment strategy than portfolio management;and

Highly curious and willing to learn and drive projects forward independently.

The knowledge, experience and qualifications you need

• Knowledge of Microsoft Office applications and must have Intermediate Level Experience of Excel.
• Knowledge of Tableau and other data visualisation software.
• Demonstrated expertise in developing and operating Tableau-driven dashboards and analytics
• Clear and effective communication skills, both written and oral

The knowledge, experience and qualifications that’ll help

Good organisational and internal communication skills. Able to manage multiple competing workstreams and priorities, keeping colleagues updated;

Although not required, at least partial completion of either CFA or similar is desirable;

Wider experience with data visualisation tools (e.g. Power BI) and development software (e.g. Python) is viewed very positively; and

A creative approach to problem solving.

We Recognise Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.

About Us

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

• Job Identification 2354
• Job Category Product & Solutions
• Posting Date 11/04/2026, 03:40 PM
• Locations 1 London Wall Place, London, EC2Y 5AU, GB