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Client Reporting Analyst

Job details



Date Posted

19 January 2024



Job Type


Job ID


£45,000 - £55,000


Our client is a top tier asset manager based in London. As a result of company growth, they are now looking to hire a Client Reporting Analyst to join their Client Reporting team on a 12 month fixed term contract basis.

This is an ideal opportunity for candidates with a minimum of 2 years’ experience within client reporting or another reporting function within investment management.

Working closely alongside the Head of Client Reporting, the Client Reporting Analyst will be involved in the following duties:

  • Producing high quality, accurate, and timely reporting for clients
  • Updating and fact checking monthly and quarterly generic reporting materials, fund profiles and monthly commentaries
  • Updating and fact checking various data points for the external website
  • Complying new or changing fund materials
  • Managing the day-to-day production of full, accurate and timely reports, making sure we hit internal and external deadlines
  • Ensuring production controls work and team members use them properly
  • Drafting and maintaining procedure documents for reporting processes, making sure best practice is established and followed
  • Contributing to various projects across a variety of client reporting initiatives

The Client Reporting Analyst should have the following skill set:

  • Excellent quantitative and communication skills
  • Strong attention to detail
  • Holds the IMC or is working towards the IMC (or equivalent)
  • At least 2 years’ experience in Client Reporting, Performance Reporting or Data Reporting within asset management 
  • Good Excel knowledge including abilities to perform pivot tables and v lookups as a minimum requirement

This is an exciting opportunity to join a high performing team at a well established investment management firm. If you believe your background meets the criteria, please apply with a copy of your CV.

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