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Client Reporting Analyst - Investment Management

Employer
Morgan McKinley
Location
London, United Kingdom
Salary
Competitive
Closing date
Dec 22, 2022

View more

Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Job Summary
  • London
  • Permanent
  • BBBH836058
  • Dec 06, 2022
  • Competitive

Job Description
The successful candidate will be joining a dynamic, professional team, focusing on our institutional investors. Remote working is offered.

Key Responsibilities
  • Provide fund and client reporting to internal and external clients, ensuring its accuracy and timely delivery.
  • Understand and interpret numerical information such as performance returns, net asset value calculations, risk measures and portfolio exposures.
  • Communicate with stakeholders and ensure queries are answered on a timely basis.
  • Manage small and large-scale projects aimed at improving and streamlining business processes, design of reports and incorporating business change.
  • Work with IT developers to ensure that the necessary tools are available to address risk of errors and seek opportunities to increase the efficiency and effectiveness of our processes.

Key Requirements
  • Previous experience of working in a Client Reporting/Performance role within Fund Operations
  • Undergraduate degree, preferably in a numerate subject, with a proven track record of academic achievement and continuous improvement.
  • Confidence to question the status quo and conviction in their ideas
  • Ability to think critically and provide innovative solutions
  • A professional financial designation (ACA, CFA or equivalent) is preferred but not required.
  • Good knowledge of MS Office products

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

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