Investment Analyst (Client Reporting Team) recruitment
As an Investment Analyst in the Client Reporting Team you will assist in the production and delivery of regular performance, risk and other associated client reports. The initial focus will be on running automated analytical reports, together with data collation and management, using information supplied by the investment managers and performance measurement organisations.
The main duties and responsibilities are as follows:
Data collation and management; using both our in-house and externally-provided database systems. Data collation will involve liaising with external parties for a wide range of investment data.
To be a main contact for our internal 'Market Information Service' email service, responding to technical queries.
Use appropriate tools to assist with the production of the practice’s fund monitoring reports (“FundWatch”) for our clients in conjunction with specific client teams. These reports include such products as ManagerWatch, ActiveRiskWatch, RiskBudgetWatch and others
To assist with the production of manager selection reports for tailoring by client specific teams according to client needs.
To assist with the production of ad-hoc analytical reports.
To assist with the production of the core of our generic reports, such as MarketWatch and other internal quantitative information products.
To liaise with investment consultants to confirm client requirements in relation to delivery deadlines, benchmark information and style of reports.
Ensure that production of draft reports comply with practice quality standards.
To provide ad-hoc administration duties for the Client Reporting Team.
Performance Objectives:
Excellence
- Conduct data analysis
- Support team members in the construction of client reports
People
- Build strong relationships internally and collaborate effectively on cross-functional teams
- Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
The Requirements:
- Minimum of A-Level standard of Education (or equivalent), with good grades (minimum B) in Maths and English.
- Relevant Maths or Economics degree preferred
- Effective oral and written communication skills.
- Ability to work on own initiative when required, as well as in a team.
- To be comfortable and have the confidence to liaise with people at all levels.
- A results orientated individual who has a logical and analytical method of working
- Working knowledge of Microsoft Word, Excel, PowerPoint and Outlook, and an interest in enhancing these skills.
- Desire to work in the investment industry.