Client Reporting Analyst

Company: Ramsey Portia
Apply for the Client Reporting Analyst
Location: London
Job Description:

Client Reporting Analyst | Investment Management | London

A leading global asset manager is looking to hire a Client Reporting Analyst to join its Investment Reporting team in London.

This is a high-impact role supporting institutional clients and working closely with investment and distribution teams to deliver best-in-class reporting and client materials.

Key responsibilities & duties:

  • Produce high-quality investment reports, client presentations, and marketing materials with a strong focus on accuracy and timeliness
  • Manage end-to-end reporting processes, ensuring smooth delivery and prioritisation across stakeholders
  • Enhance reporting content to improve clarity, insight, and visual storytelling
  • Partner with Sales and Investment teams to support client meetings and ongoing reporting needs
  • Contribute to system and data migrations (including reporting platforms and data infrastructure)
  • Drive continuous improvement through automation, standardisation, and innovation

The role requires:

  • Degree in Finance, Economics, Mathematics, or similar
  • Experience in investment or client reporting within asset management (Fixed Income & Multi-Asset preferred)
  • Strong analytical skills and attention to detail
  • Advanced Excel, PowerPoint, and SQL
  • Experience with tools such as reporting platforms, data warehouses, or visualisation tools (e.g. Tableau) is beneficial
  • Interest in technology, automation, and AI-driven reporting solutions (Python a plus)
  • Ability to translate complex data into clear, client-friendly outputs

Why Apply?

  • Join a collaborative, high-performing investment environment
  • Work on innovative reporting solutions and technology transformation projects
  • Gain exposure to institutional clients and front-office stakeholders

Posted: May 2nd, 2026