At a Glance
- Tasks: Produce accurate client reports and analyse fund datasets with advanced Excel skills.
- Company: Leading investment management firm with a focus on innovation.
- Benefits: Gain valuable experience in a fast-paced environment with potential for growth.
- Other info: Collaborative team culture with opportunities for professional development.
- Why this job: Make an impact by improving reporting processes and data quality.
- Qualifications: 1+ year in client reporting, advanced Excel skills, and strong analytical abilities.
The predicted salary is between 36000 - 60000 £ per year.
Hiring: an 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:
- Produce accurate, timely client reports
- 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)
- Advanced Excel skills (PowerQuery/PowerBI a plus)
- Bloomberg or similar data vendor experience
- 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.
Interested or know someone who might fit? Get in touch!
Fixed Income / Fund Reporting Analyst (Fixed Term Contract) 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)
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like ETRA Talent, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like ETRA Talent.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like ETRA Talent.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including ETRA Talent, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Fixed Income / Fund Reporting Analyst (Fixed Term Contract)
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like ETRA Talent want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to ETRA Talent.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at ETRA Talent will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to ETRA Talent. Numbers speak louder than words!
How to prepare for a job interview at ETRA Talent
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like ETRA Talent want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withETRA Talent.
