At a Glance
- Tasks: Own investment reporting and performance measurement for a diverse portfolio.
- Company: A prestigious Mayfair-based Private Investment Office with a focus on growth.
- Benefits: High-visibility role with broad exposure and career development opportunities.
- Other info: Collaborate closely with the investment team and risk committee.
- Why this job: Shape reporting processes in a dynamic environment while working with senior stakeholders.
- Qualifications: 3-10 years in performance reporting, strong Excel skills, CFA or CIPM preferred.
The predicted salary is between 60000 - 80000 € per year.
A Mayfair-based, Private Investment Office is hiring an Investment Reporting Analyst as it prepares to open to third-party capital. The firm invests across public equities, hedge funds, private equity, and real estate.
Reporting to the COO, you will take ownership of investment reporting, performance measurement, and attribution across a multi-asset portfolio. You’ll work closely with the investment team and risk committee, delivering clear insight into performance drivers and portfolio exposures.
The role will suit someone with 3-10 years’ experience in performance reporting within asset management or a family office environment. Strong Excel and data handling skills are essential, alongside the ability to communicate with senior stakeholders. CFA or CIPM is advantageous.
A high-visibility role offering broad exposure and the opportunity to shape reporting in a growing platform.
Investment Reporting in London employer: One Ten Associates
As a Mayfair-based Private Investment Office, we pride ourselves on fostering a dynamic and collaborative work culture that values innovation and professional growth. Our employees benefit from competitive remuneration, comprehensive training programmes, and the unique opportunity to shape investment reporting in a high-visibility role, all while working in one of London's most prestigious locations. Join us to be part of a forward-thinking team that is committed to excellence and impactful investment strategies.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Reporting in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, especially those who work in asset management or family offices. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your Excel skills and performance reporting knowledge. We all know that being able to showcase your data handling prowess can set you apart from the competition, so practice those formulas and pivot tables!
✨Tip Number 3
When you get an interview, don’t just talk about your experience—bring examples! Show how you've delivered insights into performance drivers and portfolio exposures in the past. This will help you connect with the investment team and demonstrate your value.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive and take the initiative to reach out directly. Let’s get you that Investment Reporting Analyst role!
We think you need these skills to ace Investment Reporting in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Reporting role. Highlight your experience in performance measurement and reporting, especially if you've worked in asset management or a family office before. We want to see how your skills align with what we're looking for!
Showcase Your Excel Skills:Since strong Excel skills are essential for this role, don’t forget to mention any advanced Excel functions or data handling techniques you’re familiar with. We love seeing candidates who can handle data like pros!
Communicate Clearly:In your application, demonstrate your ability to communicate effectively with senior stakeholders. Use clear and concise language to show that you can deliver insights and reports that are easy to understand. We value clarity just as much as you do!
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people. Don’t miss out on this opportunity!
How to prepare for a job interview at One Ten Associates
✨Know Your Numbers
Make sure you brush up on your investment reporting metrics and performance measurement techniques. Be ready to discuss how you've used Excel for data analysis in previous roles, as this will show your technical skills and understanding of the industry.
✨Understand the Firm's Focus
Research the firm’s investment strategies across public equities, hedge funds, private equity, and real estate. This knowledge will help you tailor your answers and demonstrate that you're genuinely interested in their approach to investment reporting.
✨Prepare for Stakeholder Questions
Since you'll be communicating with senior stakeholders, think about how you can convey complex information clearly and concisely. Prepare examples of how you've successfully communicated insights in the past, especially in high-pressure situations.
✨Show Your Initiative
This role offers a chance to shape reporting processes, so come prepared with ideas on how you could improve or innovate their current reporting practices. This will highlight your proactive attitude and willingness to contribute to the firm's growth.
