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For Companies At a Glance
- Tasks: Create and deliver accurate client reports while ensuring data quality and compliance.
- Company: Dynamic investment management firm focused on innovation and excellence.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Join a team where your analytical skills can shine and make a real impact.
- Qualifications: 2-4 years in reporting or analytics, strong Excel skills, and attention to detail.
- Other info: Opportunity for growth in a fast-paced, supportive atmosphere.
The predicted salary is between 36000 - 60000 £ per year.
A Medium sized Fixed Income Investment Manager is currently recruiting for a Client Reporting Analyst. The ideal candidate will have 2-4 years within Reporting or Portfolio Operations with very strong Excel (Advanced) and Data Management Skills.
Responsibilities
- Manage the production and delivery of accurate, complete, and timely client reports, ensuring all internal and external deadlines are met.
- Maintain, update, and perform quality assurance (QA) checks on periodic and ad-hoc reporting materials, including factsheets, commentaries, and scheduled client data requests.
- Conduct data analysis to identify reporting requirements and ensure data inputs are complete, accurate, and appropriate.
- Validate information and apply relevant analytical techniques to prepare and present results for internal and external stakeholders (clients, third parties, management, and internal teams).
- Apply a procedural and governance-focused approach, ensuring reporting processes are well-documented, controlled, and executed to a high standard.
- Identify inefficiencies in existing reporting workflows and support automation and process improvement initiatives—leveraging strong Excel skills and, where possible, PowerQuery or PowerBI.
- Collaborate with teams across the business to manage regular and complex ad-hoc queries, data requests, and reporting changes.
Required Skills & Experience
- Experience in Client Reporting or a similar reporting/analytical role within the Investment Management industry.
- Strong understanding of investment data, reporting processes, and relevant systems.
- Basic knowledge of investment products, particularly pooled fund structures (UCITS and non-UCITS).
- Strong data manipulation skills with the ability to analyse fund and portfolio-level datasets.
- Advanced Excel skills essential; experience with PowerQuery and PowerBI is advantageous.
- Intermediate Bloomberg skills or experience with similar financial data vendor tools.
- Excellent written and verbal communication skills.
- High attention to detail and a track record of delivering accurate outputs under time pressure.
Client Reporting Analyst employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Reporting Analyst
✨Tip Number 1
Networking is key! Reach out to professionals in the investment management industry on LinkedIn. Join relevant groups and participate in discussions to get your name out there and learn about potential job openings.
✨Tip Number 2
Prepare for interviews by practising common questions related to client reporting and data analysis. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.
✨Tip Number 3
Showcase your Excel skills! During interviews, be ready to discuss specific projects where you used advanced Excel functions or automation techniques. If you have experience with PowerQuery or PowerBI, make sure to highlight that too!
✨Tip Number 4
Don’t forget to apply through our website! It’s a great way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Reporting Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client reporting or similar roles. We want to see how your skills match the job description, especially your advanced Excel and data management abilities.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Client Reporting Analyst role. Share specific examples of how you've tackled reporting challenges in the past.
Show Off Your Data Skills: Since this role requires strong data manipulation skills, don’t shy away from mentioning any relevant tools you’ve used, like PowerQuery or PowerBI. We love seeing how you can leverage technology to improve reporting processes!
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 you’re keen on joining our team!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Master Your Excel Skills
Since the role requires advanced Excel skills, make sure you brush up on your formulas, pivot tables, and data visualisation techniques. Practise using PowerQuery or PowerBI if you can, as showcasing these skills during the interview will definitely impress.
✨Know Your Reporting Processes
Familiarise yourself with the reporting processes specific to the investment management industry. Be ready to discuss how you've managed client reports in the past, including any QA checks you've implemented to ensure accuracy and completeness.
✨Prepare for Data Analysis Questions
Expect questions that test your ability to analyse data and identify reporting requirements. Think of examples where you've successfully validated information and presented results to stakeholders, highlighting your analytical techniques and attention to detail.
✨Showcase Your Collaboration Skills
This role involves working with various teams, so be prepared to discuss how you've collaborated on complex queries or reporting changes. Share specific instances where your communication skills helped resolve issues or improve workflows.
