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- Tasks: Create and analyse reports for clients, focusing on investment performance and data insights.
- Company: Join a leading Investment Manager known for its innovative approach and client-centric services.
- Benefits: Enjoy flexible working options, professional development opportunities, and a vibrant team culture.
- Why this job: Be part of a dynamic team that values your insights and fosters growth in the finance sector.
- Qualifications: Bachelor's degree in Business or Finance, plus 2+ years of relevant experience and strong Excel skills.
- Other info: This is a 12-month fixed-term contract with potential for future opportunities.
The predicted salary is between 36000 - 60000 £ per year.
A leading Investment Manager wishes to recruit within the client reporting team. The successful candidate will be responsible for the following duties:
- Generates monthly, quarterly, and ad-hoc reports for our private client and institutional relationships.
- Produces custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis.
- Analyzes and interprets relevant investment data, including portfolio positions, transactions, and performance.
- Develops, communicates, and/or expounds reports and analysis for internal and external stakeholders.
- Manages projects to create or improve reporting content and/or advance strategic business goals.
- Provides support, innovation, and project consultation for multiple business segments.
- Ability to draw own conclusions, articulate positions, communicate key messages, and make recommendations.
- Develops industry insights through proactive networking, conference attendance, and independent research.
- Performs other duties of a similar or related level and assists with special projects as necessary or assigned.
Job Requirements:
- Bachelor’s Degree in Business, Finance, Economics, or related field preferred.
- 2+ years of analyst, risk reporting experience.
- 2+ years of direct experience with FactSet.
- Experience producing attribution and risk reporting.
- Strong Excel knowledge working with large data sets.
- Extremely detail-oriented.
- Excellent client service focus and high touch experience required.
Fund Performance Reporting and Analysis - 12 month FTC employer: MW recruitment
Contact Detail:
MW recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fund Performance Reporting and Analysis - 12 month FTC
✨Tip Number 1
Familiarise yourself with FactSet, as it's a key requirement for this role. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to mastering the tool.
✨Tip Number 2
Network with professionals in the investment management field. Attend industry conferences or local meetups to build connections that could lead to valuable insights and potential referrals for the position.
✨Tip Number 3
Stay updated on the latest trends in fund performance reporting and analysis. Subscribe to relevant financial news outlets or journals to discuss current events during interviews, showcasing your industry knowledge.
✨Tip Number 4
Prepare to discuss specific examples of your analytical work in previous roles. Be ready to explain how you generated reports and what impact your analyses had on decision-making processes.
We think you need these skills to ace Fund Performance Reporting and Analysis - 12 month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fund performance reporting and analysis. Emphasise your analytical skills, attention to detail, and any specific tools like FactSet that you've used.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in the role and how your background aligns with the job requirements. Mention your experience with client reporting and your ability to communicate complex data effectively.
Showcase Relevant Skills: Highlight your proficiency in Excel and your experience with large data sets. Provide examples of how you've used these skills in previous roles to generate reports or analyse investment data.
Prepare for Potential Questions: Think about how you would answer questions related to your experience in risk reporting and your approach to managing projects. Be ready to discuss specific examples that demonstrate your expertise and problem-solving abilities.
How to prepare for a job interview at MW recruitment
✨Know Your Numbers
Make sure you are familiar with key metrics and performance indicators relevant to fund performance reporting. Brush up on your knowledge of attribution and risk reporting, as well as how to interpret investment data effectively.
✨Showcase Your Excel Skills
Since strong Excel knowledge is crucial for this role, be prepared to discuss your experience with large data sets. You might even want to practice some common Excel functions or scenarios that could come up during the interview.
✨Prepare for Scenario Questions
Expect questions that assess your analytical thinking and problem-solving skills. Be ready to discuss past experiences where you had to analyse data, draw conclusions, and communicate your findings to stakeholders.
✨Demonstrate Client Service Focus
This role requires a high level of client service. Think of examples from your previous roles where you went above and beyond for clients, and be ready to share these stories to illustrate your commitment to excellent service.
