Client Reporting Analyst - Fixed Income & Multi-Asset - Ramsey Portia in London

Client Reporting Analyst - Fixed Income & Multi-Asset - Ramsey Portia in London

London Full-Time 50000 - 65000 € / year (est.) No home office possible
Jobs via eFinancialCareers

At a Glance

  • Tasks: Deliver high-quality fund and client reporting while driving automation and innovation.
  • Company: Leading global asset manager with a focus on institutional clients and strong investment performance.
  • Benefits: Gain exposure to front office, clients, and senior stakeholders in a high-performing environment.
  • Other info: Opportunity to work on cutting-edge reporting transformation initiatives.
  • Why this job: Make a real impact on reporting quality and client experience in a dynamic team.
  • Qualifications: Experience in fund reporting, strong analytical skills, and advanced SQL proficiency required.

The predicted salary is between 50000 - 65000 € per year.

A leading global asset manager is seeking to hire a Client Reporting Analyst to join its London-based reporting team. This is a high-impact role within a business known for its institutional client base, strong investment performance, and focus on innovation.

The Opportunity

You’ll be responsible for delivering high-quality fund and client reporting, while supporting the evolution of reporting capabilities through automation, data transformation, and modern technology. This role offers strong exposure to investment and distribution teams, with the opportunity to directly influence reporting quality and client experience.

Key Responsibilities

  • Produce accurate, timely fund reports, presentations, and marketing materials
  • Take ownership of end-to-end reporting processes and stakeholder delivery
  • Drive improvements in reporting efficiency, scalability, and quality
  • Support reporting transformation initiatives, including system and data migration
  • Partner with internal teams to enhance reporting output and client insight
  • Identify opportunities to automate and streamline reporting workflows

Key Requirements

  • Experience in fund or client reporting within asset management
  • Strong understanding of Fixed Income and Multi-Asset products
  • Excellent analytical and problem-solving skills with high attention to detail
  • Ability to present complex investment data in a clear, client-friendly format

Technical Skills (Essential)

  • Advanced SQL – REQUIRED (core, hands-on part of the role)
  • Advanced Excel and PowerPoint
  • Experience with reporting tools / data platforms (e.g., Snowflake, Tableau) highly desirable
  • Python and interest in automation / AI tools a strong advantage

Why Apply?

  • Join a high-performing, global investment firm
  • Work on cutting-edge reporting transformation initiatives
  • Gain exposure to front office, clients, and senior stakeholders
  • Be part of a team driving automation and innovation in reporting

Client Reporting Analyst - Fixed Income & Multi-Asset - Ramsey Portia in London employer: Jobs via eFinancialCareers

As a leading global asset manager, we pride ourselves on fostering a dynamic and innovative work environment in London, where our Client Reporting Analysts play a crucial role in enhancing client experiences through high-quality reporting. Our commitment to employee growth is evident in our focus on automation and technology, providing team members with opportunities to develop their skills and influence key business outcomes. Join us to be part of a collaborative culture that values excellence and encourages professional development in the heart of one of the world's financial capitals.

Jobs via eFinancialCareers

Contact Detail:

Jobs via eFinancialCareers Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Reporting Analyst - Fixed Income & Multi-Asset - Ramsey Portia in London

Tip Number 1

Network like a pro! Reach out to people in the industry, especially those working at firms you're interested in. A friendly chat can open doors and give you insights that job descriptions just can't.

Tip Number 2

Prepare for interviews by practising common questions related to client reporting and Fixed Income products. We recommend using the STAR method to structure your answers – it helps you showcase your skills effectively!

Tip Number 3

Showcase your technical skills! If you've got experience with SQL, Excel, or any reporting tools, make sure to highlight these in conversations. We want to see how you can bring value to the team right from the start.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.

We think you need these skills to ace Client Reporting Analyst - Fixed Income & Multi-Asset - Ramsey Portia in London

Client Reporting
Fund Reporting
Fixed Income Products
Multi-Asset Products
Analytical Skills
Problem-Solving Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV:Make sure your CV speaks directly to the role of Client Reporting Analyst. Highlight your experience in fund or client reporting, especially within asset management, and showcase your analytical skills. We want to see how you can bring value to our team!

Showcase Your Technical Skills:Don’t forget to emphasise your advanced SQL skills and any experience with reporting tools like Snowflake or Tableau. If you've dabbled in Python or automation tools, let us know! This is a tech-savvy role, and we love seeing those skills shine.

Craft a Compelling Cover Letter:Your cover letter is your chance to tell us why you're the perfect fit for this role. Share specific examples of how you've improved reporting processes or enhanced client experiences in the past. We’re all about innovation, so show us your creative side!

Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!

How to prepare for a job interview at Jobs via eFinancialCareers

Know Your Numbers

Make sure you brush up on your SQL skills before the interview. Be prepared to discuss how you've used SQL in past roles, especially in relation to fund or client reporting. This will show that you’re not just familiar with the technical requirements but can also apply them effectively.

Showcase Your Analytical Skills

Prepare examples of how you've tackled complex data analysis in previous positions. Think about specific challenges you faced and how your attention to detail helped you deliver accurate reports. This will demonstrate your problem-solving abilities and your fit for the role.

Understand the Products

Familiarise yourself with Fixed Income and Multi-Asset products. Being able to speak knowledgeably about these areas will impress the interviewers and show that you’re genuinely interested in the role and the company’s offerings.

Be Ready to Discuss Automation

Since this role involves driving improvements through automation, think about any relevant experiences you have with automation tools or processes. If you’ve worked with Python or other AI tools, be ready to share how you’ve leveraged them to enhance reporting efficiency.