Advanced Excel Client Reporting Analyst – Investment Management
I’m recruiting on behalf of a leading investment management client who is looking for a Client Reporting Analyst with Advanced EXCEL skills to join their team. With knowledge of investment products, particularly pooled fund structures (UCITS and non-UCITS).
This role is ideal for someone with strong analytical skills, great attention to detail, and experience working with investment data. You’ll support the end-to-end production of high-quality client reporting across monthly, quarterly, semi-annual, annual, and ad-hoc cycles.
What you’ll do:
- Maintain and QA factsheets, commentaries, and data requests
- Analyse fund and portfolio-level datasets
- Collaborate with internal teams and stakeholders
- Drive process improvements and support automation
What we’re looking for:
- 1+ year experience in client reporting or a similar analytical role (investment management)
- Strong communication skills and attention to detail
- Proactive, curious mindset with a client-service approach
This is a great opportunity for someone who enjoys working in a fast-paced, deadline-driven environment and wants to contribute to improving reporting processes and data quality.
Interested or know someone who might fit? Get in touch!
Location: London Area, United Kingdom
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