Client Reporting Analyst / Performance
Full job description
Work Place Group
Salary: £23.76 – £32.4 per hour
Client Reporting Analyst / Performance, Investment Banking
A Global Investment banking corporation currently seeks a reporting analyst to Compile and quality check accounting, performance and investment reports for their clients.
Purpose of Role:
To actively manage client allocation delivering a five star service and ensuring each of clients reports are delivered on a timely basis
To compile daily client reports to ensure they are delivered in a timely manner
To understand the systems and information downloaded from them in order to ensure accuracy and consistency of data
To liaise with other internal departments as required ensuring client reporting requirements can be met
To ensure detailed and timely data is provided to the MIS Analyst
To implement additional adhoc reporting requirements
To ensure detailed and timely updates are given in respect of reports and any pertinent delays
To support onboarding of new clients reports
To update team procedures
To work on ad hoc projects as and when required
Ideal Background:
Minimum 2 years relevant experience within a client reporting or client service team in an operations environment of an Investment house.
Technical Skills
Intermediate spreadsheet skills
High degree of knowledge of the Investment Management industry, products, instruments, processing standards and regulation
Experience of completing and checking full monthly and quarterly investment reports
Experience of Project work advantageous
Numeracy and Accuracy
Team player with the ability to work on own initiative
Ability to work to tight deadlines
Ability to work under pressure
Able to suggest potential improvements to processes
Reporting Analyst / Performance, Investment ManagementClient Reporting Portfolio Reporting Account Reporting Performance Reporting
Analyst / Performance, Investment Banking
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