Client Reporting Analyst

Description

A leading investment management firm is seeking a Client Reporting Analyst to join its growing client services function. The role will support institutional clients and consultants by delivering accurate and insightful reporting, while contributing to improvements across reporting processes, data and systems.

This is an excellent opportunity for an analytical professional with experience in investment operations, client reporting, performance, data analysis or a related financial services environment to develop broad exposure to investment management and institutional client servicing.

Key Responsibilities

• Produce and review client reporting covering investment performance, portfolio information, risk and fees.
• Analyse data and investigate discrepancies, ensuring information is accurate, consistent and delivered within agreed deadlines.
• Maintain reporting processes, methodologies and controls, with clear documentation of data sources and procedures.
• Respond to client and internal requests involving financial and portfolio data.
• Support projects to improve reporting processes, data quality, automation and overall client service.
• Work with Technology, Operations, Investment and Client teams to implement process and system enhancements.
• Prepare presentations, due diligence materials and other client documentation, including support for RFPs, RFIs and DDQs.
• Develop a strong understanding of investment strategies, products and client requirements.

Candidate Profile

• 3–6 years’ experience in client reporting, investment operations, performance, data analysis, consulting, audit or a related financial services role.
• Strong analytical and numerical skills with excellent attention to detail.
• Comfortable working with large datasets and financial systems, with an interest in developing technical capabilities.
• Excellent written and verbal communication skills, with the ability to present complex information clearly.
• Highly organised, proactive and able to manage multiple deadlines and competing priorities.
• Strong problem-solving skills and a naturally curious approach to understanding data and processes.
• Collaborative and client-focused, with a high level of professionalism and integrity.
• Degree in Finance, Economics, Mathematics, Business or a related discipline.
• Professional qualifications such as CFA, CIPM or similar would be advantageous but are not essential.

What’s on Offer

• Opportunity to join a well-established investment management business.
• Broad exposure to institutional clients, investment products and portfolio data.
• Strong cross-functional exposure across investment, operations, technology and client-facing teams.
• Opportunity to contribute to process improvement, automation and reporting initiatives.
• Supportive environment with opportunities for professional development and progression.

If you are an analytical professional with an interest in investment management and enjoy working with data, clients and multiple internal stakeholders, we would welcome your application.

Please note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.