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- Tasks: Own investment reporting and performance measurement for a diverse portfolio.
- Company: Prestigious Private Investment Office in Mayfair, London.
- Benefits: Hybrid work model, competitive salary, and high-visibility role.
- Other info: Opportunity to communicate with senior stakeholders and influence decision-making.
- Why this job: Shape reporting processes and gain exposure in a growing investment platform.
- Qualifications: 3-10 years in performance reporting; strong Excel skills required.
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 | London, UK | Hybrid employer: One Ten Associates
Contact Detail:
One Ten Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Reporting | London, UK | Hybrid
✨Tip Number 1
Network like a pro! Reach out to people in the investment reporting field, especially those who work in family offices or asset management. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Show off your Excel skills! Prepare a mini portfolio showcasing your data handling and performance measurement abilities. This could be a game-changer during interviews, proving you’ve got what it takes to handle the multi-asset portfolio.
✨Tip Number 3
Tailor your approach! When you get an interview, make sure to highlight your experience with senior stakeholders. Share specific examples of how you’ve communicated insights effectively, as this is key for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talent like yours, and applying directly can give you a better chance of standing out. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Investment Reporting | London, UK | Hybrid
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. 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 shy away from showcasing your data handling abilities. Include specific examples of how you've used Excel in your previous roles to analyse data or create reports. We love seeing those numbers in action!
Communicate Clearly: In your application, make sure to communicate clearly and concisely. You’ll be working with senior stakeholders, so demonstrating your ability to convey complex information simply will set you apart. We appreciate 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 ensures it lands in the right hands. Let’s get your journey started!
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 handling in previous roles, as this will be crucial for the position.
✨Understand the Firm's Focus
Research the firm’s investment strategies across public equities, hedge funds, private equity, and real estate. Being able to speak knowledgeably about their approach will show that you're genuinely interested and prepared.
✨Communicate Clearly
Since you'll be working with senior stakeholders, practice articulating complex information in a straightforward manner. Think of examples where you've successfully communicated insights or performance drivers to non-technical audiences.
✨Showcase Your Experience
Prepare specific examples from your 3-10 years of experience in performance reporting. Highlight any relevant projects or achievements that demonstrate your ability to take ownership and deliver results in a multi-asset portfolio environment.