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- Tasks: Generate monthly investment reports and manage key client relationships.
- Company: Dynamic London-based firm specialising in personalised investment reporting solutions.
- Benefits: Competitive salary, discretionary bonuses, best-in-class insurance, and modern office perks.
- Why this job: Join a pivotal team and make a real impact in the investment reporting space.
- Qualifications: 2-3 years of experience, strong analytical skills, and a knack for problem-solving.
- Other info: Opportunities for rapid career progression and ongoing personal training.
The predicted salary is between 36000 - 60000 £ per year.
The company Our London-based team of data, digital and design specialists has developed a proprietary investment reporting platform that generates highly personalised solutions for the fund management industry. Clients of all sizes, from start-up boutiques to global asset management firms, are assured of the attention to detail, effortless customisation and peace of mind that are hallmarks of a solution crafted by Huguenots.
The role As a Senior Investment Reporting Analyst, you will be immersed in projects that are core to the business and critical to the continued growth of the company. Working within our account management team, you will take responsibility for the generation of monthly investment reports, ongoing website management and the development of key client relationships.
You will work closely with colleagues in a team that emphasises both interpersonal skills and technical proficiency. From the outset, you will play a key role in delivering our trademark reporting solutions and take ownership of client relationships. You will need to build an excellent understanding of the client's fund offering in order to assist in all aspects of their investment reporting. In doing so, you will be provided with the opportunity to become an expert in the investment reporting space.
You will require an agile and logical approach and will need to apply high levels of intellectual rigour to each challenge presented to you. Joining a small and collaborative team, there is much scope for the right candidate to take ownership of entire processes and lead on delivering new projects.
Examples of your typical responsibilities will include:
- Frequently attending meetings with the client and keeping in touch via email and telephone
- Speaking with clients to understand their reporting needs and effectively communicating these to the implementation and design teams
- Getting to grips with how investment data is used to generate client-facing reports and where necessary
- Setting up reports for automation on our proprietary investment reporting platform
- Providing analysis and consultancy to guide the client in developing their investment reporting and web solutions, and working closely to support and manage their ongoing requirements
- Working with our design and front-end teams to ensure that investment reports and websites are on-brand and optimised for use across all devices (desktop, tablet and mobile)
We are looking for a candidate with 2-3 years' professional or further academic experience. You should be able to demonstrate:
- An impeccable academic record (in any discipline)
- The ability to think logically and take a systematic approach to large, complex workloads and have oversight of multiple concurrent tasks
- An exceptional eye for detail and a willingness to take a pragmatic approach as necessary
- A knack for problem-solving and the readiness to discuss potential solutions as a team
- That you are willing to contribute to the team beyond your daily responsibilities
- Confidence in expressing opinions to groups of people, even when you are new to a topic
- That you enjoy meeting and getting to know new people and are comfortable and confident contacting clients by telephone and meeting them in person
- A genuine interest in exploring and using technology
- Experience with Microsoft Excel, and confidence in analysing or manipulating different forms of data
We are at a pivotal stage in the development of our business, so there is now a significant opportunity for candidates with the right ambition and enthusiasm to progress rapidly with us. We are committed to the long-term career development of all of our team, so you will be provided with ongoing personal training and mentoring from experienced colleagues.
We encourage applications from people of all backgrounds, regardless of race, sex, disability, religion/belief, sexual orientation or age.
Discretionary bonus scheme
Best-in-class medical/dental insurance
Worldwide travel insurance
Modern offices with stunning City views
Regular company events in a sociable workplace environment
Roof terrace, canteen, cycle storage and showers
Senior Investment Reporting Analyst employer: Huguenot Services Limited
Contact Detail:
Huguenot Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Reporting Analyst
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment reporting space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet with potential employers, bring along examples of your work or case studies that highlight your analytical prowess and attention to detail. This will help you stand out and demonstrate your value right away.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to companies you admire, like us at StudySmarter, and express your interest in working with them. A well-crafted email can go a long way in making a memorable impression.
✨Tip Number 4
Prepare for interviews by researching the company and its clients. Understand their needs and how your skills can help them achieve their goals. This shows you’re not just looking for any job, but that you’re genuinely interested in contributing to their success.
We think you need these skills to ace Senior Investment Reporting Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Investment Reporting Analyst role. Highlight your attention to detail and any relevant experience in investment reporting or client management.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about this role and how your background makes you a great fit. Don’t forget to mention your problem-solving skills and your ability to work collaboratively with teams.
Showcase Your Technical Skills: Since we value technical proficiency, be sure to mention your experience with Microsoft Excel and any other relevant tools. If you've worked with data analysis or reporting platforms before, let us know!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Huguenot Services Limited
✨Know Your Numbers
As a Senior Investment Reporting Analyst, you'll be dealing with data all the time. Brush up on your Excel skills and be ready to discuss how you've used data analysis in past roles. Prepare some examples of how you’ve manipulated data to create reports or solve problems.
✨Understand the Client's Needs
Get familiar with the fund management industry and think about what clients might need from their investment reports. During the interview, show that you can empathise with clients by discussing how you would approach understanding their specific reporting requirements.
✨Showcase Your Problem-Solving Skills
Be prepared to discuss challenges you've faced in previous roles and how you tackled them. Think of specific examples where you had to apply logical thinking and creativity to find solutions, especially in high-pressure situations.
✨Demonstrate Team Spirit
This role emphasises collaboration, so highlight your interpersonal skills. Share experiences where you worked closely with others, whether in a team setting or while managing client relationships. Show that you're not just a lone wolf but someone who thrives in a team environment.
