A great opportunity for junior candidates, looking to make their next step in Asset Management Data!
Looking for:
- up to 3 years' experience of buy side operations.
- Ideal candidates will have good knowledge of SQL, VBA and Python
- Understand core Financial Services concepts, including the function of Investment Management
- Have some exposure to various assets or funds.
Note - 12M contract
INVESTMENT REPORTING ANALYST (12 MONTH FIXED TERM CONTRACT)
Our client, a leading independent wealth and asset manager with a global presence, is seeking an Investment Reporting Analyst to join their London-based team on a 12-month fixed term contract. This role offers the opportunity to work within a dedicated reporting unit, providing essential services to some of the world's largest institutions and financial intermediaries. The successful candidate will be part of a culture that values investment excellence, long-term perspectives, and unwavering dedication to client service.
- Opportunity to work with one of the world's leading independent wealth and asset managers
- Integral role within a dedicated reporting unit
- Culture that values investment excellence, long-term perspectives, and dedication to client service
What you'll do:
As an Investment Reporting Analyst, you will play a crucial role in strengthening our client's service offering. Your primary responsibility will be to produce various types of investment reports, marketing materials, and client presentations for institutional clients and fund investors. You will also undertake data quality checks ensuring consistency across all produced documents. Your role will extend beyond just reporting; you will also contribute towards enhancing existing processes and implementing new reporting tools. A key aspect of your role will be collaboration; you will be expected to support your team members during busier periods.
- Produce various types of investment reports, marketing materials, and client presentations for institutional clients and fund investors in a timely and error-free manner
- Undertake data quality and consistency checks in produced documents with an eye for detail
- Develop solutions for automation of reporting documents and enhance existing processes
- Contribute to the implementation of new reporting tools
- Support other team members proactively during busier periods
What you bring:
The ideal candidate for the Investment Reporting Analyst position brings a unique blend of skills and experience. You should have an undergraduate degree in Finance/Economics or related field. Approximately 12 months' experience within Finance is desirable which could have been acquired through internships. Advanced skills in MS Office, VBA, SQL, Tableau, Python are essential for this role. A finely tuned sense of attention to detail and quality is crucial. Above all else, we're looking for a team player who can support others during busy periods.
- Undergraduate degree in Finance/Economics or related field is preferred
- Approximately 12 months' experience within Finance, potentially acquired through internships
- Advanced skills in MS Office, VBA, SQL, Tableau, Python are required
- Finely tuned sense of attention to detail and quality is essential
- Ability to work collaboratively as part of a team
What sets this company apart:
Our client is one of the world's leading independent wealth and asset managers, with a rich history dating back to 1805. With over 5300 employees across 30 offices in financial centres worldwide, they manage the assets of some of the world's largest institutions, financial intermediaries and their clients. Their culture welcomes independent thinkers and centres around investment excellence, a long-term perspective and a dedication to client service.
What's next:
Ready to take the next step in your career? Don't miss this exciting opportunity!
Apply today by clicking on the link!
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates