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- Tasks: Deliver high-quality fund and client reporting while driving reporting transformation.
- Company: Leading global asset manager known for innovation and strong investment performance.
- Benefits: Immediate start, exposure to senior stakeholders, and opportunities for career growth.
- Other info: Work with cutting-edge technology and gain insights into investment strategies.
- Why this job: Make a real impact on reporting quality and client experience in a dynamic environment.
- Qualifications: Advanced SQL skills and experience in fund or client reporting required.
The predicted salary is between 45000 - 55000 £ per year.
A leading global asset manager is seeking to hire a Fund Reporting Analyst to join its London-based reporting team. This is a high-impact role within a business known for its institutional client base, strong investment performance, and focus on innovation.
You’ll be responsible for delivering high-quality fund and client reporting, while supporting the evolution of reporting capabilities through automation, data transformation, and modern technology.
This role offers strong exposure to investment and distribution teams, with the opportunity to directly influence reporting quality and client experience.
- Drive improvements in reporting efficiency, scalability, and quality
- Support reporting transformation initiatives, including system and data migration
- Experience in fund or client reporting within asset management
- Strong understanding of Fixed Income and Multi-Asset products
- Ability to present complex investment data in a clear, client-friendly format
- Advanced SQL – REQUIRED (core, hands-on part of the role)
- Advanced Excel and PowerPoint
- Experience with reporting tools / data platforms (e.g. Snowflake, Tableau) highly desirable
- Python and interest in automation / AI tools a strong advantage
- Work on cutting-edge reporting transformation initiatives
- Gain exposure to front office, clients, and senior stakeholders
Data Analyst - Immediate start! Data Analyst - Immediate start! in London employer: Ramsey Portia
Contact Detail:
Ramsey Portia Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Data Analyst - Immediate start! Data Analyst - Immediate start! in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend meetups, and connect on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Data Analyst role.
✨Tip Number 2
Prepare for those interviews! Brush up on your SQL skills and be ready to discuss your experience with fund reporting. We recommend practising common interview questions and even doing mock interviews with friends to boost your confidence.
✨Tip Number 3
Showcase your skills! Create a portfolio of your work, especially any projects involving data transformation or automation. We love seeing how you present complex data in a clear, client-friendly format, so make sure to highlight that!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate candidates who are eager to drive improvements in reporting efficiency and quality.
We think you need these skills to ace Data Analyst - Immediate start! Data Analyst - Immediate start! in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Data Analyst role. Highlight your experience in fund or client reporting, especially within asset management. We want to see how your skills align with our needs!
Showcase Your Skills: Don’t forget to showcase your advanced SQL skills and any experience with reporting tools like Snowflake or Tableau. We’re looking for candidates who can hit the ground running, so let us know what you bring to the table!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Explain why you’re excited about this role and how you can contribute to our reporting transformation initiatives. We love seeing genuine enthusiasm!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on our radar quickly!
How to prepare for a job interview at Ramsey Portia
✨Know Your Data Inside Out
Make sure you brush up on your SQL skills and understand how to manipulate data effectively. Be prepared to discuss specific examples of how you've used SQL in past roles, especially in fund or client reporting.
✨Showcase Your Reporting Skills
Bring along examples of your previous work, particularly any reports you've created using tools like Tableau or Excel. This will help demonstrate your ability to present complex investment data in a clear, client-friendly format.
✨Understand the Business
Research the company’s investment strategies and their approach to asset management. Being able to discuss how your skills can contribute to their goals will show that you're genuinely interested in the role and the organisation.
✨Be Ready for Technical Questions
Expect questions about automation and data transformation. Brush up on Python basics and be ready to discuss how you can leverage technology to improve reporting efficiency and quality.