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- Tasks: Create and analyse reports for clients, focusing on investment data and performance.
- Company: Join a leading Investment Manager known for its innovative approach and client-centric services.
- Benefits: Enjoy flexible working options, professional development opportunities, and a collaborative culture.
- Why this job: Be part of a dynamic team that values insights and innovation in the finance sector.
- Qualifications: Bachelor's degree in Business or Finance, plus 2+ years in risk reporting and strong Excel skills.
- Other info: Opportunity to network and gain industry insights through conferences and research.
The predicted salary is between 36000 - 60000 £ per year.
A leading Investment Manager wishes to recruit within the client reporting team. The successful candidate will be responsible for the following duties:
- Generates monthly, quarterly, and ad-hoc reports for our private client and institutional relationships.
- Produces custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis.
- Analyzes and interprets relevant investment data, including portfolio positions, transactions, and performance.
- Develops, communicates, and/or expounds reports and analysis for internal and external stakeholders.
- Troubleshoots any reporting or operational process errors, then proposes and implements solutions.
- Manages projects to create or improve reporting content and/or advance strategic business goals.
- Provides support, innovation, and project consultation for multiple business segments.
- Ability to draw own conclusions, articulate positions, communicate key messages, make recommendations, and influence in a team.
- Develops industry insights through proactive networking, conference attendance, and independent research.
Job Requirements:
- Bachelor’s Degree in Business, Finance, Economics, or related field preferred.
- 2+ years of analyst, risk reporting experience.
- 2+ years of direct experience with FactSet.
- Experience producing attribution and risk reporting in support of US and International equity and fixed income products.
- Strong Excel knowledge working with large data sets.
- Extremely detail-oriented.
- Excellent client service focus and high touch experience required.
Fund Attribution and Risk Reporting employer: MW Recruitment Limited
Contact Detail:
MW Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fund Attribution and Risk Reporting
✨Tip Number 1
Familiarise yourself with the latest trends in fund attribution and risk reporting. This will not only help you understand the industry better but also allow you to engage in meaningful conversations during interviews, showcasing your knowledge and enthusiasm for the role.
✨Tip Number 2
Network with professionals in the investment management field. Attend relevant conferences or webinars where you can meet people who work in client reporting or risk analysis. Building these connections can lead to valuable insights and potential referrals.
✨Tip Number 3
Brush up on your Excel skills, especially when it comes to handling large data sets. Consider taking an advanced Excel course or working on personal projects that require data analysis to demonstrate your proficiency in this area.
✨Tip Number 4
Prepare to discuss specific examples of how you've handled reporting errors or improved processes in previous roles. Being able to articulate your problem-solving skills and project management experience will set you apart from other candidates.
We think you need these skills to ace Fund Attribution and Risk Reporting
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fund attribution and risk reporting. Emphasise your analytical skills, particularly with tools like FactSet, and showcase any specific projects that demonstrate your ability to manage reporting processes.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the role and how your background aligns with the job requirements. Mention your experience with investment data analysis and your strong client service focus to make a lasting impression.
Highlight Relevant Skills: When detailing your experience, focus on your proficiency with Excel and your ability to work with large data sets. Provide examples of how you've successfully generated reports or improved reporting processes in previous roles.
Showcase Industry Knowledge: Demonstrate your understanding of the investment management industry by mentioning any relevant networking, conferences, or independent research you've conducted. This will show your proactive approach and commitment to staying informed about industry trends.
How to prepare for a job interview at MW Recruitment Limited
✨Know Your Numbers
Make sure you are well-versed in the key metrics and data points relevant to fund attribution and risk reporting. Be prepared to discuss how you've used these metrics in your previous roles, especially with tools like FactSet.
✨Showcase Your Analytical Skills
During the interview, highlight specific examples where you've analysed investment data and drawn actionable insights. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Demonstrate Attention to Detail
Given the detail-oriented nature of this role, be ready to discuss how you ensure accuracy in your reports. You might want to share any processes or checks you implement to avoid errors in your work.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities, particularly around troubleshooting reporting errors. Think of past experiences where you identified issues and successfully implemented solutions.
