Client Reporting Analyst
Boutique Asset Management Firm – Central London
FTC – £65,000
4 Days a Week Onsite – London
Skills: Portfolio Analytics, Data Analytics, Reporting Analytics Fixed Income, Excel whizz!,
Overview
A highly reputable boutique asset management firm based in Central London is seeking a motivated
Job Description
Client Reporting Analyst
Boutique Asset Management Firm – Central London
FTC – £65,000
4 Days a Week Onsite – London
Skills: Portfolio Analytics, Data Analytics, Reporting Analytics Fixed Income, Excel whizz!,
Overview
A highly reputable boutique asset management firm based in Central London is seeking a motivated Client Reporting Analyst to join their team on a contract basis. This is an excellent opportunity for a junior professional with around 1 year of experience in the financial sector to gain broad exposure, work closely with senior leadership, and develop within a high-performing environment.
Key Responsibilities
- Assist in the preparation, production, and delivery of high-quality client reports, including monthly, quarterly, and ad-hoc reporting packs.
- Compile and validate portfolio data, performance metrics, and investment commentary to ensure accuracy and consistency.
- Support the creation of templates and reporting frameworks in line with client and regulatory requirements.
- Liaise with internal stakeholders—including portfolio managers, operations, and compliance—to gather data and resolve reporting queries.
- Ensure timely production of reports and contribute to continuous improvement initiatives within the reporting process.
- Maintain documentation and support audit trails and quality assurance checks.
Skills & Experience Required
- Experience in the financial services sector, ideally within asset management, investment operations, or reporting.
- Strong analytical mindset with excellent attention to detail.
- Competence in Excel (formulas, lookups, data handling).
- Familiarity with portfolio data, performance concepts, or reporting processes is highly beneficial.
- Strong communication skills and the ability to work collaboratively across teams.
- Proactive, organised, and eager to learn in a fast-paced environment.
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