At a Glance
- Tasks: Support investment reporting and analytics for diverse clients in a fast-paced environment.
- Company: Join Schroders, a global leader in investment management with a rich history.
- Benefits: Flexible working arrangements, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic team atmosphere with a focus on collaboration and continuous learning.
- Why this job: Make a real impact by developing innovative reporting solutions for institutional clients.
- Qualifications: Intermediate Excel skills, knowledge of Tableau, and strong communication abilities.
The predicted salary is between 29700 - 36300 £ per year.
Reporting to: Amaal Mistry - Head of Client Analytics
About Us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms. Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
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.
The team
The Solutions division currently looks after over £100bn in assets across pensions, insurance and other long term asset owners like endowments and charities/foundations. You’ll join our team based in London but operating across the UK and internationally. Our team continues to grow to support the steady stream of opportunities landing with us across a diverse range of client types.
The role of Solutions Client Analyst is primarily focussed on the investment reporting and analytic requirements of our clients within the Schroders Solutions business. The main responsibility undertaken is the support to the solutions business with high-quality data and reporting to measure performance, service queries, meeting preparation, market research and trends and project support. The team is fast paced, hands-on, and ever committed to providing our clients with a seamless experience.
What you'll do
- Have a primary focus on developing our digital reporting proposition to our institutional client base.
- Work closely with the wider Solutions team to understand client problems and provide best-in-class analytical solutions as client strategies evolve.
- Design new reporting Dashboards architecture and create efficiency gains for the wider solutions business.
- Understand data governance, quality and security and integrate analytics with corporate platforms.
- Interact with Global Data / Technology and understand data flows that integrate into Tableau/analytics.
- Build out dashboard views to help monitor / present the MI information using software to empower the Solutions management team.
- Enhance the whole process of data management, collecting, dashboard design, and product life-cycle management.
- Have the ability to solve investment related queries and problems.
- Provide explanations of clients’ investment returns in the context of their actuarial requirements.
- Gather, clean, and prepare data for analytics and visualisation.
- Create new KPIs and monitor them consistently in datasets.
- To be aware of and adhere to Compliance procedures and requirements in respect of confidentiality, data protection, anti-money laundering procedures, TCF, conflicts of interest.
What you'll be like
- Well organised, with strong project management and problem-solving skills.
- Good communicator – internally and externally to the business.
- Someone that enjoys working with many internal stakeholders to run and improve processes, with more of a focus on overall investment strategy than portfolio management.
- Highly curious and willing to learn and drive projects forward independently.
The knowledge, experience and qualifications you need
- Knowledge of Microsoft Office applications and must have Intermediate Level Experience of Excel.
- Knowledge of Tableau and other data visualisation software.
- Demonstrated expertise in developing and operating Tableau-driven dashboards and analytics.
- Clear and effective communication skills, both written and oral.
The knowledge, experience and qualifications that’ll help
- Good organisational and internal communication skills.
- Able to manage multiple competing workstreams and priorities, keeping colleagues updated.
- Although not required, at least partial completion of either CFA or similar is desirable.
- Wider experience with data visualisation tools (e.g. Power BI) and development software (e.g. Python) is viewed very positively.
- A creative approach to problem solving.
We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and 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. We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs.
Solutions Client Analyst in London employer: Schroders
Schroders Wealth Management is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong commitment to professional development, a culture that prioritises risk management excellence, and the opportunity to make a meaningful impact on client outcomes while ensuring compliance with regulatory standards. With a focus on fostering a supportive atmosphere, Schroders empowers its team members to grow and excel in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Solutions Client Analyst in London
✨Get Involved in Financial Networks
Join local financial associations or forums where you can connect with professionals in financial-controlling. Networking events often lead to temporary positions, as companies look for quick hires when they need extra hands.
✨Showcase Your Skills on Temporary Job Boards
Focus on platforms that specifically cater to temporary roles in finance. Sites like Reed or Totaljobs often list short-term gigs that are perfect for getting your foot in the door, and you can apply directly through our website for roles at Schroders.
✨Leverage Your Uni's Career Services
If you're still in university, tap into your career services for internship or temporary job placements. They often have insider info on companies like Schroders looking for temporary financial support, and they might help you polish your pitch.
✨Flexible Availability is Key
For temporary positions in financial-controlling, your availability can make a huge difference. Highlight your willingness to start immediately or work irregular hours when speaking to employers. This flexibility can land you that sought-after role!
We think you need these skills to ace Solutions Client Analyst in London
Some tips for your application 🫡
Show Off Your Academic Aces:In the financial controlling game, grades and relevant certifications can make a significant difference. Be sure to highlight your academic achievements, like finance-related coursework and any professional certifications you’ve got on your CV that show you’re clued up in this area. It’s all about demonstrating that you’re not just good at numbers but also know your stuff!
Quantify Your Achievements:When applying for a temporary role in financial controlling, make sure your CV reflects any previous experience with real, measurable outcomes. Use numbers to showcase your past successes, like percentage improvements in budgeting or cost savings you’ve achieved in previous roles. This not only gives us insights into your capabilities but also tells us you're results-driven.
Personalise Your Application:We love seeing applicants who take the time to tailor their applications! In your cover letter, mention why you’re particularly interested in the temporary role with Schroders and how your specific skills and experiences align with the job. Show us that you see this role as an opportunity to contribute, even if it's for a short stint!
Flexibility is Key:Since this is a temporary position, make sure to highlight your availability in your application. We’re interested in knowing how soon you can start and if you’re open to working flexible hours. This shows us your eagerness to jump right in and adapt to the dynamic needs of our team at Schroders.
How to prepare for a job interview at Schroders
✨Get Hands-On with Financial Tools
Being in financial controlling means you’ll likely be working with various software like Excel, Power BI, or even SAP. Make sure you brush up on these tools and prepare to discuss your experience using them. Being able to reference specific projects or analyses where you employed these programs will definitely give you an edge.
✨Prepare for Technical Financial Questions
Expect scenario-based questions where you might need to analyse financial statements or suggest budgetary strategies during the interview. Practising common financial concepts like variance analysis or cost control measures will not only boost your confidence but also prove your suitability for the role.
✨Show Your Flexibility and Adaptability
As this is a temporary position, the interviewers will want to see that you can hit the ground running. Be sure to highlight any previous short-term roles or projects where you successfully adapted to new environments quickly – this will showcase your readiness to tackle challenges head-on.
✨Highlight Your Commitment to Precision
In financial controlling, attention to detail is absolutely crucial. Be ready to provide examples from your past work that demonstrate your ability to spot discrepancies and ensure accuracy in financial reporting. Your precision could be the factor that sets you apart in a temporary role like this one!
