Investment Reporting Analyst
Our client is leading name within UK wealth management. They are looking for an Investment Reporting Analyst to join their business on a permanent basis. Due to the varied nature of this role, applicants must have a thorough understanding of how the investments process operates and must have proven knowledge of the investment management structure, from Front Office through to Back Office.
The Investment Reporting Analyst will take responsibility for:
- Producing investment reports for ultra-high net worth client
- Performance analysis of funds
- Tailoring reports for specific clients' needs
- Using Excel (pivot tables and v lookups) to create reports
- Managing relationships with Investment Managers and liaising closely with Front Office in order to produce reports to the best of your ability
The Investment Reporting Analyst should meet the following criteria:
- Experience within the investment or wealth management industry
- Investment qualification such as IOC, IMC highly desirable
- Technically strong - proven working knowledge of Excel
- Good product knowledge including ability to demonstrate knowledge of investment and wealth clients and a range of asset classes
This is an excellent opportunity to join a prestigious wealth management company in a fantastic role with great progression.
Candidates without the essential criteria will not be reviewed for this position.
If you believe your experience meets the criteria, please apply with a copy of your CV.
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