At a Glance
- Tasks: Produce high-quality client reports and analyse investment data with advanced Excel skills.
- Company: Leading investment management firm with a focus on innovation.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Other info: Ideal for proactive individuals eager to enhance data quality and reporting efficiency.
- Why this job: Join a fast-paced team and make a real impact on client reporting processes.
- Qualifications: 1+ year in client reporting or analytics, strong communication, and attention to detail.
The predicted salary is between 36000 - 60000 £ per year.
Advanced Excel Client Reporting Analyst – Investment Management
I’m recruiting on behalf of a leading investment management client who is looking for a Client Reporting Analyst with Advanced EXCEL skills to join their team. With knowledge of investment products, particularly pooled fund structures (UCITS and non-UCITS). This role is ideal for someone with strong analytical skills, great attention to detail, and experience working with investment data. You’ll support the end-to-end production of high-quality client reporting across monthly, quarterly, semi-annual, annual, and ad-hoc cycles.
What you’ll do:
- Maintain and QA factsheets, commentaries, and data requests
- Analyse fund and portfolio-level datasets
- Collaborate with internal teams and stakeholders
- Drive process improvements and support automation
What we’re looking for:
- 1+ year experience in client reporting or a similar analytical role (investment management)
- Strong communication skills and attention to detail
- Proactive, curious mindset with a client-service approach
This is a great opportunity for someone who enjoys working in a fast-paced, deadline-driven environment and wants to contribute to improving reporting processes and data quality.
Location: London Area, United Kingdom
Fixed Income / Fund Reporting Analyst (Fixed Term Contract) in England employer: ETRA Talent
ETRA Talent is an exceptional employer that fosters a dynamic work culture in the heart of London, offering employees the chance to thrive in a collaborative environment focused on compliance excellence. With a commitment to professional development, we provide ample opportunities for growth and advancement, ensuring our team members are well-equipped to navigate the complexities of financial regulations while contributing to the commercial success of our institutional markets. Join us to be part of a forward-thinking organisation that values innovation and integrity in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Fixed Income / Fund Reporting Analyst (Fixed Term Contract) in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management sector. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.
✨Tip Number 2
Prepare for interviews by brushing up on your Excel skills and understanding of pooled fund structures. We recommend practising common interview questions related to client reporting and investment data analysis to show you're ready to hit the ground running.
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to discuss specific examples of how you've improved reporting processes or handled complex datasets. This will demonstrate your attention to detail and proactive mindset.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are keen to join us directly!
We think you need these skills to ace Fixed Income / Fund Reporting Analyst (Fixed Term Contract) in England
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your advanced Excel skills and any relevant experience in client reporting or investment management. We want to see how your background aligns with the role, so don’t be shy about showcasing your analytical prowess!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re interested in this specific role and how your proactive mindset and attention to detail make you a perfect fit for our team. Let us know what excites you about working in investment management.
Showcase Your Analytical Skills:In your application, give examples of how you've used your analytical skills in past roles. Whether it’s maintaining factsheets or analysing datasets, we want to see how you’ve contributed to high-quality reporting in the past.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at ETRA Talent
✨Master Your Excel Skills
Since this role requires advanced Excel skills, make sure you brush up on your functions, pivot tables, and data analysis techniques. Practise using real investment data to create reports, as this will not only boost your confidence but also show your potential employer that you're ready to hit the ground running.
✨Know Your Investment Products
Familiarise yourself with pooled fund structures, including UCITS and non-UCITS. Being able to discuss these products intelligently during your interview will demonstrate your industry knowledge and commitment to the role. Consider preparing a few examples of how you've worked with these products in the past.
✨Showcase Your Analytical Skills
Prepare to discuss specific instances where you've analysed fund or portfolio-level datasets. Use the STAR method (Situation, Task, Action, Result) to structure your answers, highlighting your attention to detail and how your analytical skills have led to successful outcomes in previous roles.
✨Emphasise Collaboration and Communication
This role involves working closely with internal teams and stakeholders, so be ready to share examples of how you've successfully collaborated in the past. Highlight your proactive approach and client-service mindset, as these qualities are essential for driving process improvements and supporting automation.
