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- Tasks: Join a dynamic team to streamline and automate fund-servicing reports.
- Company: Morris Jane Associates is a leading UK Asset Manager based in London.
- Benefits: Enjoy a fixed-term contract with opportunities for professional growth and collaboration.
- Why this job: Be part of an innovative project that integrates AI and enhances client reporting.
- Qualifications: 5+ years in asset management; expertise in systems like Seismic or Factset preferred.
- Other info: Work closely with Operations, Client Services, and Sustainable Investing teams.
The predicted salary is between 36000 - 60000 £ per year.
Our client, an industry-leading UK Asset Manager, is seeking a Client Reporting Analyst to join a new and exciting team in their London office. The successful candidate will assist in streamlining and automating various fund-servicing reports and provide efficient, centrally disseminated reports to internal stakeholders to ensure client and regulatory needs are met.
This role will involve close collaboration with the Operations department, Client Services, and Sustainable Investing teams in particular, and will require leverage of available systems, processes, and ultimately integration with the new data warehouse in addition to any identified Artificial Intelligence (AI) tools.
- Streamlining centralised fund servicing reports
- Participant of project to review and update existing fund servicing report production, utilising SME knowledge of systems and report automation with support and sponsorship from the Head of Operations.
- Implementation and ownership for the streamlining of fund servicing reports.
- Help to oversee third-party service providers whose products and services support reporting.
Management of fund servicing reports:
- Establish and maintain trusted relationships with internal and external stakeholders, serving as a primary contact for reporting-related inquiries.
- Ownership of daily operational reporting activities (generated from NT Passport and/or Factset) including but not limited to valuations, market caps, holdings, and transactions.
- Ownership of institutional client reports, ensuring accurate and timely delivery.
- Management of accurate and timely data content required by factsheets.
- Ownership of ESG/Sustainability reporting.
- Ownership of all fund servicing reports, processes, and procedures to ensure operating efficiently and in line with best practice.
Key Skills:
- 5+ years’ experience in the asset management industry with a strong understanding of a range of products, client types, instruments, and regulatory frameworks.
- Subject matter expert knowledge of any of the following systems is a distinct advantage: Seismic, Quros, or Factset.
- Subject matter expert for RHUB transactional reporting in Bloomberg.
- Ability to build and maintain constructive relationships across the organization and jurisdictions.
- Capability to develop and implement long-term strategies that enhance operational efficiency and streamline processes.
- Excellent communication and interpersonal skills, with the ability to engage effectively with stakeholders at all levels.
Client Reporting Analyst (1 year fixed-term contract) employer: Morris Jane Associates
Contact Detail:
Morris Jane Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Reporting Analyst (1 year fixed-term contract)
✨Tip Number 1
Familiarise yourself with the specific systems mentioned in the job description, such as Seismic, Quros, and Factset. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Network with professionals in the asset management industry, especially those who work in client reporting or operations. Engaging with them on platforms like LinkedIn can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with streamlining processes and improving operational efficiency. Think of specific examples where you've successfully implemented changes that benefited your previous employers, as this aligns closely with the responsibilities of the role.
✨Tip Number 4
Showcase your communication skills by preparing to explain complex reporting concepts in simple terms. This will be crucial when discussing your ability to engage with stakeholders at all levels, which is a key requirement for the position.
We think you need these skills to ace Client Reporting Analyst (1 year fixed-term contract)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the asset management industry, particularly focusing on your understanding of fund servicing reports and any specific systems mentioned in the job description, such as Seismic or Factset.
Craft a Compelling Cover Letter: In your cover letter, emphasise your ability to streamline processes and your experience with stakeholder management. Mention specific examples of how you've improved reporting efficiency in previous roles.
Showcase Relevant Skills: Clearly outline your skills related to data management, report automation, and your familiarity with regulatory frameworks. Highlight your communication skills and ability to build relationships, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is essential for a Client Reporting Analyst.
How to prepare for a job interview at Morris Jane Associates
✨Know Your Systems
Familiarise yourself with the systems mentioned in the job description, such as Seismic, Quros, and Factset. Being able to discuss your experience with these tools will demonstrate your expertise and readiness for the role.
✨Showcase Your Collaboration Skills
Since the role involves working closely with various teams, prepare examples of how you've successfully collaborated in the past. Highlight your ability to build relationships and communicate effectively with different stakeholders.
✨Understand Regulatory Frameworks
Brush up on your knowledge of regulatory frameworks relevant to asset management. Be ready to discuss how you have navigated these regulations in previous roles and how they impact reporting processes.
✨Prepare for Technical Questions
Expect technical questions related to fund servicing reports and data management. Review common challenges in report automation and be prepared to share your strategies for overcoming them.
