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- Tasks: Deliver high-quality fund and client reporting while driving automation and innovation.
- Company: Leading global asset manager with a focus on institutional clients and strong investment performance.
- Benefits: Gain exposure to front office, clients, and senior stakeholders in a high-performing team.
- Other info: Opportunity to influence reporting quality and enhance client experience.
- Why this job: Join a dynamic team transforming reporting capabilities with cutting-edge technology.
- Qualifications: Experience in fund reporting, strong analytical skills, and advanced SQL proficiency.
The predicted salary is between 50000 - 70000 £ 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.
The Opportunity
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.
Key Responsibilities
- Produce accurate, timely fund reports, presentations, and marketing materials
- Take ownership of end-to-end reporting processes and stakeholder delivery
- Drive improvements in reporting efficiency, scalability, and quality
- Support reporting transformation initiatives, including system and data migration
- Partner with internal teams to enhance reporting output and client insight
- Identify opportunities to automate and streamline reporting workflows
Key Requirements
- Experience in fund or client reporting within asset management
- Strong understanding of Fixed Income and Multi-Asset products
- Excellent analytical and problem-solving skills with high attention to detail
- Ability to present complex investment data in a clear, client-friendly format
Technical Skills (Essential)
- 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
Why Apply?
- Join a high-performing, global investment firm
- Work on cutting-edge reporting transformation initiatives
- Gain exposure to front office, clients, and senior stakeholders
- Be part of a team driving automation and innovation in reporting
Fund Reporting Analyst in London employer: Ramsey Portia
Contact Detail:
Ramsey Portia Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fund Reporting Analyst in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those working in asset management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills. Since this role requires advanced SQL and Excel, make sure you can showcase your expertise during the interview. Practice common questions related to fund reporting too!
✨Tip Number 3
Showcase your analytical skills! Be ready to discuss how you've tackled complex data problems in the past. Use examples that highlight your attention to detail and ability to present data clearly.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Fund Reporting Analyst in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Fund Reporting Analyst role. Highlight your experience in fund or client reporting, especially within asset management, and showcase your analytical skills. We want to see how you can bring value to our team!
Showcase Your Technical Skills: Don’t forget to emphasise your technical skills, especially your advanced SQL knowledge. If you've worked with reporting tools like Snowflake or Tableau, let us know! This is a key part of the role, and we want to see your expertise shine through.
Be Clear and Concise: When writing your application, keep it clear and concise. Present complex investment data in a straightforward manner, just like you would in a report. We appreciate clarity and attention to detail, so make sure your application reflects that!
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 track your application and ensure it reaches the right people. Don’t miss out on this opportunity to join our innovative team!
How to prepare for a job interview at Ramsey Portia
✨Know Your Numbers
Brush up on your knowledge of Fixed Income and Multi-Asset products. Be ready to discuss how these products work and their impact on fund performance. This will show that you understand the core of what the role entails.
✨Showcase Your Technical Skills
Make sure you can demonstrate your advanced SQL skills during the interview. Prepare examples of how you've used SQL in past roles, especially in relation to reporting. If you have experience with tools like Snowflake or Tableau, be ready to talk about that too!
✨Present Like a Pro
Since you'll be producing reports and presentations, practice explaining complex investment data in a simple, client-friendly way. You might even want to prepare a mini-presentation to showcase your ability to communicate effectively.
✨Be a Problem Solver
Think of specific instances where you've improved reporting processes or automated workflows. Be prepared to discuss these examples in detail, highlighting your analytical skills and attention to detail. This will demonstrate your proactive approach to enhancing reporting efficiency.