UK remote
Client Reporting Analyst
About this role
We are recruiting for a Client Reporting Analyst to join our Client Reporting team and play a key role in delivering high-quality reporting and insights to some of our most important clients and consultants. You'll develop a strong understanding of our data, systems and investment mandates while taking ownership of the end-to-end delivery of accurate and timely client reporting. This is a highly collaborative role that combines client interaction, analytical problem-solving and operational excellence, with responsibility for a broad range of deliverables including quarterly investment reports, audit and LDI reporting, platform reporting, regular reporting activities and ad hoc client requests.
What you'll be doing Overseeing the collation and timely delivery of client and consultant data, ensuring services are delivered within agreed service levels and in line with relevant regulatory requirements and industry standards Applying investment management knowledge and maintaining an understanding of products, clients, competitors and the wider market to support high-quality client outcomes Collaborating with subject matter experts across the business to coordinate and deliver ad hoc queries and data requests, managing activities through to completion in line with client expectations Promoting a robust control environment by documenting processes and controls, ensuring the accuracy, quality and timeliness of client deliverables while mitigating operational risk Supporting team flexibility and capability development by sharing knowledge, cross-training colleagues and enhancing skills to meet the needs of the wider Client Service Operations network Reviewing, maintaining and improving procedures, controls and processes, updating documentation and completing control and error logs as required, while prioritising clients' best interests and effective risk management Who we’re looking for: Good academic background, preferably degree qualified An understanding of the investment management industry Significant attention to detail and able to demonstrate high levels of accuracy and thoroughness Prior experience in the production of reports (not necessarily in the finance/investment industry) is preferrable but not essential Strong workflow management experience Proficient IT skills, primarily with MS Excel and PowerPoint Excellent written and verbal communication skills Proactive and proven to work on your own initiative Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you.