At a Glance
- Tasks: Transform complex financial data into engaging client reports with a focus on design and clarity.
- Company: Join Rathbones, a leading wealth management firm known for its innovative approach.
- Benefits: Enjoy a competitive salary, private medical insurance, flexible holidays, and a generous pension scheme.
- Other info: Hybrid working model with opportunities for professional growth and development.
- Why this job: Make an impact by delivering high-quality reports that reflect our brand's excellence.
- Qualifications: Experience in report design, SQL, and cloud-based data platforms is essential.
The predicted salary is between 45000 - 55000 € per year.
Be part of how Rathbones brings client data to life. As a Client Reporting Engineer, you’ll convert complex financial and valuation information into polished, visually engaging, client‑ready reports that reflect the quality of our brand. This is a hands‑on role blending technical expertise with attention to detail, where you’ll build robust data solutions, optimise performance, and deliver high‑impact reporting to tight deadlines within a leading wealth management firm.
Responsibilities
- Build and modify reporting layouts in client reporting layout building tools, including introduction pages, charts, tables, and performance pages.
- Write and optimize SQL queries, macros, and functions to perform complex data transformations.
- Monitor and optimise data build tool models and transformations for performance, including query optimisation.
- Create and maintain comprehensive data documentation, including ETL/ELT processes, models, and business logic.
- Monitor and troubleshoot data build tool jobs and pipelines to ensure they run efficiently and meet SLAs.
- Translate valuation models and financial data into clear, structured narratives and visuals.
- Ensure correct alignment, colour palettes, branding, and layout structure across all output pages and ensure that they are applied consistently.
- Manage report timelines to meet client reporting deadlines.
- Support time‑critical mass report production runs.
About you
- Experience in designing and producing professional client reports with strong document design and layout skills.
- Experience with data build tools, SQL and statistical modelling techniques.
- Hands‑on experience with cloud‑based data platforms (AWS, Azure).
- Knowledge of data pipelines, ETL/ELT frameworks, and data orchestration tools.
- Experience in Snowflake data warehouse, Power BI and Alteryx reporting tools is desirable.
- Ability to present complex financial information clearly.
- Strong written skills required to produce documentation that is concise and accurate.
- Excellent verbal communication skills with the ability to communicate with a varying level of stakeholders both IT and business to develop strong professional relationships.
- Strong service focus, looking to increase benefit to internal customers and clients through service excellence.
Location Glasgow, Liverpool or London
Contract Permanent
Working Pattern Hybrid
Benefits
- A company pension – 9% non‑contributory or 10% if you contribute 5%
- Private medical insurance – Individual on joining, family after 1 year of service
- Life assurance – 8 × salary
- Income protection – 75% salary
- Company share scheme
- Flexible holidays – purchase up to 5 additional days
- Discretionary bonus
- Green Car Scheme
- Family friendly policies – enhanced family leave for parents
Client Reporting Engineer employer: Rathbones
Rathbones is an exceptional employer that values innovation and excellence in client reporting, offering a dynamic work environment in vibrant locations like Glasgow, Liverpool, or London. With a strong focus on employee growth, comprehensive benefits including a generous pension scheme, private medical insurance, and flexible holiday options, Rathbones fosters a culture of collaboration and service excellence, ensuring that every team member can thrive while contributing to the success of our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Client Reporting Engineer
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We can’t stress enough how personal connections can open doors that applications alone can’t.
✨Tip Number 2
Prepare for interviews by practising common questions and showcasing your skills. We recommend doing mock interviews with friends or using online platforms to get comfortable with the process.
✨Tip Number 3
Showcase your work! Create a portfolio of your best reporting layouts and data solutions. We love seeing real examples of what you can do, so make sure to highlight your achievements.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re always looking for talent that fits our culture, so don’t hesitate to put yourself out there.
We think you need these skills to ace Client Reporting Engineer
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Reporting Engineer role. Highlight your experience with data build tools, SQL, and report design to show us you’re the perfect fit!
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past work where you’ve created client reports or optimised data processes. We want to see how you can bring value to our team.
Keep It Clear and Concise:When writing your application, clarity is key. Use straightforward language and structure your documents well. This reflects the strong written skills we’re looking for in a Client Reporting Engineer.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Rathbones
✨Know Your Tools
Familiarise yourself with the specific reporting layout building tools mentioned in the job description. Be ready to discuss your experience with SQL, data build tools, and any cloud platforms like AWS or Azure. Showing that you can hit the ground running will impress the interviewers.
✨Showcase Your Design Skills
Prepare examples of client reports you've designed in the past. Highlight your attention to detail in document design and layout. Bring along a portfolio if possible, as visual evidence of your skills can really make you stand out.
✨Communicate Clearly
Practice explaining complex financial information in simple terms. The ability to translate technical jargon into clear narratives is crucial for this role. Consider doing mock interviews with friends or family to refine your communication style.
✨Understand the Company Culture
Research Rathbones and their approach to client service. Be prepared to discuss how you can contribute to their service excellence focus. Showing that you align with their values will demonstrate your genuine interest in the role and the company.
