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Client Reporting Analyst

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Salary £45k to £55k
Type Permanent
Location City of London
Sector Wealth & Asset Management
Job Reference T8/HCC/26426
Contact Hannah Cavaciuti
Date posted 05-07-2017

A varied role as Client Reporting Analyst in a leading Asset Manager; the role holds key responsibility for a segment of client reports and all associated requirements and requests.

Main responsibilities:

• As the reporting analyst, you will be covering the full range of the firm’s investment capabilities, working with a range of institutional reports and factsheets for EMEA based clients.
• Production of weekly, monthly and quarterly reports.
• Key is upholding relationships with Investment Managers, Operations, I.T, Relationship Managers, Client Service teams and providing additional support to regional Client Service and Relationship Management teams.
• Managing and co-ordinating the timely and precise delivery of client reporting data. Strongly focusing on review processes.
• Continually upgrade, and enhance report contents and service standards.
• Ensure all SLA’s are adhered to using tools to monitor progress and escalating any issues as appropriate.
• Participation in testing of system enhancements.
• Proactively identify client requirements and seeks to work closely with client relationship teams to define their needs and seeks ways to add value.
• • Support strategic departmental initiatives. Assist with project work when required, data gathering, analysis and user acceptance testing.

Key skills:

• The ability to work in a high quality, dynamic, challenging, deadline and client driven environment whilst developing relationships with internal and external parties at all levels.
• Full understanding of systems, data, associated processes and controls to ensure the accurate and timely production of reports.
• University Degree or minimum 2 years relevant experience within a client reporting team in an operations environment of an investment management company .
• Awareness of business risk and good escalatory judgement.
• Ability to work on own initiative with a high degree of innovation and see tasks to their completion.
• Excellent IT skills and high Excel prof

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Contact Hannah about this job

Associate, Consultant