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Client Reporting Analyst

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Salary Competitive
Type Permanent
Location London
Sector Wealth & Asset Management
Job Reference T8/HCC/27362
Contact Hannah Cavaciuti
Date posted 03-11-2017

We are now recruiting for a Client Reporting analysts on behalf of one of our well known Asset Management clients.
As a Client Reporting Analyst you will be responsible for providing clients, along with various stakeholders around the business, with performance reports that create ease and transparency.
You will be working for a well established Asset manager that can provide some attractive opportunities and benefits to employees. This role would be great for someone who is looking to take the next step with their career or alternatively take the first step into the Reporting area.

Key responsibilities as a Client Reporting Analyst:
• Update and fact checking various relevant sources
• Preparation of ad hoc clients requests (client updates, cash flow forecasts etc.)
• Creating new fund generics whilst complying new or changing fund materials
• Communications across the business for fund materials
• Effectively communicate with stakeholders to ensure reports are delivered as expected
• Applications include Morningstar, Factset and Microsoft office amongst others

Key skills needed:
• Very good Microsoft office and Excel skills
• Experience within Asset Management, preferably within a client reporting role, or having some demonstrable understanding of client reporting processes in your CV
• Degree or equivalent education would be desirable

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Contact Hannah about this job

Associate, Consultant