At a Glance
- Tasks: Lead exciting analytics projects that drive impactful insights for clients.
- Company: Join Schroders, a global investment manager with over 200 years of innovation.
- Benefits: Flexible working, competitive salary, and opportunities for personal growth.
- Other info: Be part of a diverse team that values inclusion and collaboration.
- Why this job: Make a real difference in the finance world while developing your analytical skills.
- Qualifications: 1-3 years in BI reporting tools like PowerBI or Tableau; SQL skills are a must.
The predicted salary is between 40000 - 50000 £ per year.
The Client Group Reporting Analyst is responsible for developing complex intelligence projects that deliver actionable outcomes for the client group. The role requires combining domain expertise, analytical rigour, and stakeholder engagement to inform decision-making and strategic direction across asset management, personal wealth, and private equity.
We are currently looking at recruiting for two Reporting Analysts.
About Schroders: We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we’ve been around for over 200 years but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.
The base: We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre and we have everything we need to work flexibly.
What you'll do:
- Project Ownership: Owns and manages the full lifecycle of intelligence and analytics projects, from ideation through delivery, with minimal supervision. Defines project scope, sets tasks, establishes priorities, and makes key decisions to ensure project success. Accountable for the delivery of high-impact insights to business stakeholders.
- Strategic Alignment: Aligns projects with the broader strategic objectives of the Client Group Insights & AI team and the organisation. Recognises key business drivers and embeds them in project planning and execution.
- Stakeholder Engagement: Proactively engages internal stakeholders (e.g. Product Owners, Relationship Managers, Distribution teams) to understand requirements and influence project direction. Interacts confidently with senior leadership and, where appropriate, external parties such as clients and industry groups. Facilitates communication and manages expectations across all project participants.
- Backlog and Workflow Management: Independently maintains and prioritises a project backlog, breaking down work into clear, actionable tasks. Assigns and tracks task progress within the team, ensuring value and timely delivery.
- Analytical Rigor: Applies advanced analytical techniques to deliver meaningful insight into client behaviours, opportunities, and risks. Oversees and executes research to overcome analytical obstacles. Proposes and implements improvements to Client Group Insights & AI processes, methodologies, and reporting tools.
- Operational Excellence: Produces and maintains high-quality documentation for operational continuity and knowledge sharing. Emphasises user experience and business value in analysis and reporting deliverables.
- Team Leadership and Development: Provides mentorship and guidance to other analysts within the team. Champions best practice in analysis, communication, and stakeholder management. Leads “glue work”—managing team dynamics, facilitating collaboration, and helping to resolve blockers.
- Expertise and Innovation: Recognised as an authority in client intelligence across Client Group Insights & AI domains. Keeps abreast of new tools, techniques, and industry developments, bringing relevant innovations into practice.
The knowledge, experience and qualifications you need:
- 1-3 years’ experience developing BI reports in PowerBI, Tableau or similar reporting tools.
- Experience with Microsoft Fabric software desired.
- Strong SQL query skills and dealing with complex dimensional models.
- Experience in finance services industry is not necessary but would be helpful.
- Experience in python is useful, but not necessary.
What you’ll be like:
- Demonstrates ownership and accountability for projects and outcomes.
- Delivers clear, actionable insights that support key business decisions.
- Influences stakeholders using clear evidence and persuasive communication.
- Champions a collaborative, supportive working environment.
- Recognises and proactively manages project risks and challenges.
- Continuously seeks personal and team development opportunities.
We recognise potential, whoever you are. Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
Client Group Reporting Analyst in London employer: Schroders
At Schroders, we pride ourselves on being an exceptional employer, offering a dynamic work environment in the heart of London’s financial district. Our commitment to employee growth is evident through mentorship opportunities and a culture that champions collaboration and innovation. With a focus on diversity and inclusion, we ensure that every team member feels valued and empowered to contribute to meaningful projects that drive impactful outcomes for our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Client Group Reporting Analyst in London
✨Tip Number 1
Get to know the company inside out! Research Schroders, their values, and recent projects. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for those tricky interview questions! Think about how your skills in BI reporting and stakeholder engagement can add value to the role. Practice articulating your experiences clearly and confidently.
✨Tip Number 4
Don’t forget to follow up after your interviews! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the position. Plus, it keeps you on their radar!
We think you need these skills to ace Client Group Reporting Analyst in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Client Group Reporting Analyst role. Highlight your analytical skills, project management experience, and any relevant tools you've used like PowerBI or SQL.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about this role and how you can contribute to our team. Be specific about your past experiences and how they relate to the responsibilities outlined in the job description.
Showcase Your Analytical Skills:Since the role requires strong analytical rigour, include examples of how you've applied analytical techniques in previous projects. This could be through BI reports or any data-driven decision-making processes you've been involved in.
Apply Through Our Website:We encourage you to apply directly 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!
How to prepare for a job interview at Schroders
✨Know Your Tools
Make sure you’re familiar with PowerBI, Tableau, and SQL. Brush up on your skills and be ready to discuss how you've used these tools in past projects. If you can share specific examples of reports you've developed or insights you've delivered, that’ll really impress the interviewers.
✨Understand the Business
Research Schroders and their client group. Understand their strategic objectives and how your role as a Client Group Reporting Analyst fits into the bigger picture. Being able to articulate how your work can drive value for the business will show that you’re not just technically skilled but also aligned with their goals.
✨Engage Stakeholders
Prepare to discuss how you’ve engaged with stakeholders in previous roles. Think about times when you’ve had to influence decisions or manage expectations. Highlight your communication skills and how you ensure everyone is on the same page throughout a project.
✨Show Your Analytical Rigor
Be ready to demonstrate your analytical thinking. Prepare to discuss complex problems you've solved using data analysis. Share examples where your insights led to actionable outcomes, and don’t shy away from discussing any challenges you faced and how you overcame them.
