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- Tasks: Produce high-quality reports and manage data for clients in a dynamic team.
- Company: Join a top-tier asset manager based in London, known for its growth and excellence.
- Benefits: Enjoy a 12-month contract with opportunities for professional development and a collaborative environment.
- Why this job: Be part of a high-performing team making an impact in investment management.
- Qualifications: Minimum 2 years in client reporting; strong Excel skills and attention to detail required.
- Other info: Ideal for those pursuing or holding the IMC qualification.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a top tier asset manager based in London. As a result of company growth, they are now looking to hire aClient Reporting Analystto join theirClient Reportingteam on a 12 month fixed term contract basis.
This is an ideal opportunity for candidates with a minimum of 2 years’ experience within client reporting or another reporting function within investment management.
Working closely alongside theHead of Client Reporting, theClient Reporting Analystwill be involved in the following duties:
- Producing high quality, accurate, and timely reporting for clients
- Updating and fact checking monthly and quarterly generic reporting materials, fund profiles and monthly commentaries
- Updating and fact checking various data points for the external website
- Complying new or changing fund materials
- Managing the day-to-day production of full, accurate and timely reports, making sure we hit internal and external deadlines
- Ensuring production controls work and team members use them properly
- Drafting and maintaining procedure documents for reporting processes, making sure best practice is established and followed
- Contributing to various projects across a variety of client reporting initiatives
TheClient Reporting Analystshould have the following skill set:
- Excellent quantitative and communication skills
- Strong attention to detail
- Holds the IMC or is working towards the IMC (or equivalent)
- At least 2 years’ experience in Client Reporting, Performance Reporting or Data Reporting within asset management
- Good Excel knowledge including abilities to perform pivot tables and v lookups as a minimum requirement
This is an exciting opportunity to join a high performing team at a well established investment management firm. If you believe your background meets the criteria, please apply with a copy of your CV.
Apply for this job
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Client Reporting Analyst employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Reporting Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in client reporting within the asset management industry. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals already working in client reporting or investment management. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Brush up on your Excel skills, especially pivot tables and v-lookups, as these are crucial for the role. Consider taking an online course or tutorial to enhance your proficiency before applying.
✨Tip Number 4
Prepare to discuss specific examples from your past experience that demonstrate your attention to detail and ability to meet deadlines. Having concrete stories ready will help you stand out during the interview process.
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 relevant experience in client reporting or similar roles within investment management. Emphasise your quantitative skills and attention to detail, as these are crucial for the Client Reporting Analyst position.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the requirements mentioned in the job description. Mention your experience with producing reports, your familiarity with Excel, and any relevant qualifications like the IMC.
Showcase Relevant Skills: In your application, clearly demonstrate your proficiency in Excel, particularly with pivot tables and v lookups. Provide examples of how you've used these skills in previous roles to enhance your candidacy.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter. Ensure there are no typos or grammatical errors, as attention to detail is key for this role. A polished application reflects your professionalism.
How to prepare for a job interview at Mason Blake
✨Showcase Your Reporting Experience
Make sure to highlight your previous experience in client reporting or similar roles. Be prepared to discuss specific projects you've worked on, the challenges you faced, and how you overcame them.
✨Demonstrate Attention to Detail
Since this role requires a strong focus on accuracy, be ready to provide examples of how you've ensured high-quality reporting in the past. Mention any processes you implemented to maintain accuracy and timeliness.
✨Excel Skills are Key
Brush up on your Excel skills before the interview. Be prepared to discuss your experience with pivot tables and v lookups, and consider bringing examples of reports you've created using these functions.
✨Prepare for Technical Questions
Expect questions related to investment management and client reporting standards. Familiarise yourself with common terminology and practices in the industry to demonstrate your knowledge and commitment to the field.
