Job description
Client Reporting Analyst
Boutique Asset Management Firm – Central London
£250 per day | Outside IR35 | 6-month rolling contract
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
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Assist in the preparation, production, and delivery of high-quality client reports, including monthly, quarterly, and ad-hoc reporting packs.
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Compile and validate portfolio data, performance metrics, and investment commentary to ensure accuracy and consistency.
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Support the creation of templates and reporting frameworks in line with client and regulatory requirements.
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Liaise with internal stakeholders—including portfolio managers, operations, and compliance—to gather data and resolve reporting queries.
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Ensure timely production of reports and contribute to continuous improvement initiatives within the reporting process.
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Maintain documentation and support audit trails and quality assurance checks.
Skills & Experience Required
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Approximately 1 year of experience in the financial services sector, ideally within asset management, investment operations, or reporting.
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Strong analytical mindset with excellent attention to detail.
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Competence in Excel (formulas, lookups, data handling).
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Familiarity with portfolio data, performance concepts, or reporting processes is highly beneficial.
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Strong communication skills and the ability to work collaboratively across teams.
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Proactive, organised, and eager to learn in a fast-paced environment.
What’s on Offer
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£250 per day, Outside IR35
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Opportunity to work in a boutique firm with real access to senior leadership and decision-makers
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Exposure to a wide range of investment products and reporting processes
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Central London office with a collaborative and supportive culture
