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- Tasks: Lead the documentation of reporting requirements for strategic investments.
- Company: Dynamic professional services firm with a focus on finance.
- Benefits: Competitive day rate, flexible working, and valuable experience in finance.
- Other info: 12-week contract with opportunities for growth and networking.
- Why this job: Make an impact by shaping investment reporting processes in a fast-paced environment.
- Qualifications: Experience in business analysis and technical specification writing required.
A client in the professional services sector is seeking an Investments Reporting Requirements Analyst to join the team for 12 weeks. You will lead the definition and documentation of reporting requirements to support a new stage-gated strategic investments process, ensuring accurate tracking and visibility from approval through to execution. You will work closely with Finance, Investments, and Finance Systems teams, translating business needs into detailed technical specifications that enable the build of future-state reporting on a finance data warehouse.
Responsibilities:
- Document current Investments reporting processes, including outputs, stakeholders, frequency, and data sources.
- Inventory existing dashboards, reports, KPI definitions, and ad-hoc analysis across Investments and Finance.
- Engage stakeholders to understand reporting needs, dependencies, and pain points.
- Identify gaps between current reporting and requirements of the new stage-gated investment process.
- Develop a clear scope document outlining data entities, KPIs, reporting cadence, audiences, and outputs.
- Define a pragmatic, tactical classification and data capture approach to enable accurate reporting within existing constraints.
- Translate business and reporting requirements into detailed, build-ready technical specifications.
- Define data structures, hierarchies, joins, calculation logic, and refresh cadences.
- Document KPI taxonomies and calculation methodologies with full clarity and no ambiguity.
- Map end-to-end data lineage, including source systems, transformations, and consumption layers.
- Resolve edge cases, data exceptions, and ambiguities with stakeholders during specification development.
- Collaborate with Finance Systems teams to ensure specifications are suitable for development and implementation.
- Support handover into build phase and provide clarification during development as needed.
Requirements:
- Proven experience in requirements gathering, business analysis, and technical specification writing within a consultancy or contractor capacity.
- Strong finance domain knowledge, including P&L, financial statements, investment tracking, and variance analysis.
- Background in professional services or complex, matrixed organisations.
- Ability to translate business requirements into detailed, developer-ready specifications without coding.
- Strong understanding of data models, hierarchies, joins, and transformation logic.
- Experience working with tools such as Alteryx, Power BI, and Power Query (including Excel-based transformations).
- Ability to read and interpret technical solutions and engage effectively with engineering and data teams.
- Experience contributing to data capture, classification, and upstream process design.
- High level of documentation discipline with precise, structured, and unambiguous output.
- Strong communication and stakeholder management skills, including presenting findings and recommendations.
- Pragmatic approach to delivery, able to balance speed and completeness across phased delivery.
Details:
- Start date: ASAP
- Duration: 12 weeks
- Day rate: £450-£500 (LTD)
- Location: London (1-2 days per week, flexible for the right person)
Investments Reporting Requirements Analyst in London employer: Freshminds Interim
Contact Detail:
Freshminds Interim Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investments Reporting Requirements Analyst in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investments sectors. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on roles that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss data models, KPIs, and reporting processes. We want you to shine when it comes to translating business needs into technical specs!
✨Tip Number 3
Don’t forget to showcase your documentation skills! Bring examples of your previous work that highlight your ability to create clear, structured outputs. This will show potential employers that you can deliver precise and unambiguous documentation.
✨Tip Number 4
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 take the initiative to connect directly with us.
We think you need these skills to ace Investments Reporting Requirements Analyst in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Investments Reporting Requirements Analyst. Highlight your experience in requirements gathering and technical specification writing, especially in finance. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've tackled similar challenges in the past, and don't forget to mention your familiarity with tools like Alteryx and Power BI.
Showcase Your Communication Skills: Since this role involves engaging with stakeholders, make sure to demonstrate your strong communication skills in your application. Whether it's through your CV or cover letter, we want to see how you can present findings and recommendations clearly and effectively.
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. Plus, it shows us you're keen to join our team!
How to prepare for a job interview at Freshminds Interim
✨Know Your Reporting Processes
Before the interview, brush up on your understanding of current investments reporting processes. Be ready to discuss how you would document these processes and identify gaps in reporting requirements. This shows that you can hit the ground running.
✨Engage with Stakeholders
Prepare to talk about your experience engaging with stakeholders to gather reporting needs. Think of specific examples where you identified pain points and how you addressed them. This will demonstrate your strong communication and stakeholder management skills.
✨Technical Specifications Mastery
Familiarise yourself with translating business requirements into technical specifications. Be prepared to explain your approach to defining data structures and calculation logic. This is crucial for showing your ability to create developer-ready specifications.
✨Showcase Your Tools Knowledge
If you've worked with tools like Alteryx, Power BI, or Power Query, be ready to discuss your experience with them. Highlight any specific projects where you used these tools to enhance reporting capabilities, as this will align well with the job's requirements.