At a Glance
- Tasks: Streamline and automate fund servicing reports while collaborating with various teams.
- Company: Leading UK asset manager with a focus on innovation and efficiency.
- Benefits: Gain valuable experience in a dynamic environment with potential for career growth.
- Other info: Join a newly established team and support diverse operational tasks.
- Why this job: Make an impact by enhancing reporting processes and utilising cutting-edge technology.
- Qualifications: 5+ years in asset management, strong communication skills, and coding knowledge preferred.
The predicted salary is between 50000 - 60000 £ per year.
Our client, a leading UK asset manager, is actively looking to hire a Client Reporting Analyst to join a newly established reporting team in their London office. The successful candidate will assist with the streamlining and automation of various fund servicing reports, while providing efficient, centrally distributed reporting to internal stakeholders to ensure both client and regulatory requirements are met.
This role will involve close collaboration with the Operations, Client Services, and Marketing teams, and will require leveraging existing systems and processes, as well as integrating with the new data warehouse and any identified third-party reporting and Artificial Intelligence (AI) tools.
Key duties:- Streamlining centralised fund servicing reports
- Participate in the project to review and update existing fund servicing report production, utilising SME knowledge of systems, report automation, and third-party reporting tools, with support and sponsorship from the Head of Operations.
- Implement and take ownership of the streamlining of fund servicing reports.
- Help to oversee third party service providers whose products and services support reporting, including external reporting platforms and systems.
- Establish and maintain trusted relationships with internal and external stakeholders, serving as a primary contact for reporting related inquiries.
- Support daily operational reporting activities (generated from NT Passport and/or Factset), including but not limited to valuations, market caps, holdings, and transactions.
- Support production of institutional client reports, ensuring accurate and timely delivery.
- Management of accurate and timely data content required for factsheets.
- Support production of all fund servicing report processes and procedures to ensure efficient operations in line with best practice.
Supporting the wider Operations Department across a range of tasks, including Fund Accounting, Transfer Agency, and Middle Office.
Skills required:- 5+ years’ experience in the asset management industry, with knowledge of Operations and Fund Accounting considered an advantage.
- Strong understanding of a range of products, as well as a variety of client types, financial instruments, and regulatory frameworks.
- Subject matter expert knowledge of any of the following systems is a distinct advantage: Seismic, Qorus, Factset, Instinct, or Opus Nebula.
- Previous experience with a third-party reporting tool or system (e.g., Seismic, Qorus, Factset, Instinct, Opus Nebula, or equivalent).
- Ability to build and maintain constructive relationships across the organisation and different 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.
- Coding skills, such as C++, Python, or the ability to leverage AI tools will be considered an advantage.
Client Reporting Analyst in Slough employer: Morris Jane Associates
As a leading UK asset manager, our company offers an exceptional work environment in the heart of London, fostering collaboration and innovation within a newly established reporting team. We prioritise employee growth through continuous learning opportunities and support for professional development, while our inclusive culture encourages open communication and teamwork across departments. Join us to be part of a forward-thinking organisation that values your contributions and provides a platform for meaningful impact in the asset management industry.
StudySmarter Expert Advice🤫
We think this is how you could land Client Reporting Analyst in Slough
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even hit up LinkedIn. The more you engage with others, the better your chances of hearing about opportunities that might not even be advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share specific examples of how you've streamlined processes or improved reporting in your previous roles. This is your time to shine and show them what you can bring to the table.
✨Tailor Your Approach
Every company is different, so make sure you tailor your conversations to fit their needs. Research the company’s values and challenges, and think about how your experience aligns with their goals. This shows you’re genuinely interested and invested in their success.
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only makes it easier for you but also helps us keep track of your application. Plus, we love seeing familiar faces when we review candidates!
We think you need these skills to ace Client Reporting Analyst in Slough
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Reporting Analyst role. Highlight your experience in asset management and any relevant systems you've worked with, like Seismic or Factset. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your experience with streamlining reports and collaborating with different teams, as these are key aspects of the role.
Showcase Your Technical Skills:Don’t forget to mention any coding skills or experience with AI tools. If you’ve worked on automating reports or using third-party reporting systems, let us know! This will really help your application stand out.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we’ll be able to review your application more efficiently. Plus, it shows you’re serious about joining us!
How to prepare for a job interview at Morris Jane Associates
✨Know Your Numbers
As a Client Reporting Analyst, you'll be dealing with a lot of data. Brush up on your knowledge of key metrics and reporting standards in the asset management industry. Be ready to discuss how you've used data to drive decisions or improve processes in your previous roles.
✨Showcase Your Tech Savvy
Familiarity with systems like Seismic, Qorus, and Factset is crucial. Make sure you can talk about your experience with these tools and any coding skills you have, like Python or C++. If you've automated reports before, share those examples to demonstrate your ability to streamline processes.
✨Build Relationships
This role involves collaboration with various teams. Prepare to discuss how you've successfully built relationships with stakeholders in the past. Think of specific examples where your communication skills helped resolve issues or improve reporting outcomes.
✨Understand the Bigger Picture
It's not just about the numbers; it's about how they fit into the overall strategy. Be prepared to discuss how your work as a Client Reporting Analyst can impact client satisfaction and regulatory compliance. Show that you understand the importance of accurate and timely reporting in the asset management landscape.
