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.
