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- 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.
- 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.
- Other info: Ideal for proactive individuals eager to enhance their analytical skills.
The predicted salary is between 36000 - 60000 £ per year.
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.
Interested or know someone who might fit? Get in touch!
Location: London Area, United Kingdom
Fixed Income / Fund Reporting Analyst (Fixed Term Contract) in London employer: ETRA Talent
Contact Detail:
ETRA Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fixed Income / Fund Reporting Analyst (Fixed Term Contract) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. You never know who might have a lead or can refer you to someone hiring.
✨Tip Number 2
Prepare for interviews by brushing up on your Excel skills and understanding of pooled fund structures. Be ready to showcase your analytical prowess and attention to detail with real examples from your past experiences.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to each one!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind for the hiring team.
We think you need these skills to ace Fixed Income / Fund Reporting Analyst (Fixed Term Contract) in London
Some tips for your application 🫡
Show Off Your Excel Skills: Since this role is all about advanced Excel, make sure to highlight your proficiency in your application. Mention specific functions or tools you’ve used that relate to client reporting and data analysis.
Be Detail-Oriented: Attention to detail is key in this role. When writing your application, double-check for any typos or errors. We want to see that you can maintain high-quality standards right from the start!
Demonstrate Your Analytical Mindset: Use your application to showcase your analytical skills. Share examples of how you've tackled complex datasets or improved reporting processes in previous roles. We love a proactive approach!
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at ETRA Talent
✨Master Your Excel Skills
Since the 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 demonstrate your capability during the interview.
✨Know Your Investment Products
Familiarise yourself with pooled fund structures, including UCITS and non-UCITS. Being able to discuss these products intelligently will show that you understand the industry and can contribute effectively to the team from day one.
✨Showcase Your Analytical Skills
Prepare examples of how you've previously analysed datasets or improved reporting processes. Be ready to discuss specific challenges you faced and how you overcame them, as this will highlight your problem-solving abilities and attention to detail.
✨Communicate Effectively
Strong communication skills are key in this role. Practise explaining complex data insights in a clear and concise manner. You might even want to do a mock interview with a friend to refine your delivery and ensure you come across as both professional and approachable.
