Client Reporting AnalystNinety One

The Reporting & Data Team consists of smaller sub teams: Onboarding & Change, Regulatory, Factsheets, Client Reporting and Prospect Data. We are responsible for the setup, production and distribution of regular client and regulatory reporting as well as prospect data, holdings and disclosure policy.

The role of a Client Reporting Analyst focuses on the timely and accurate production of Client Report backs, Global Quarterly Investment Reports, and Sustainability Reports. The successful applicant will be able to manage a high-volume workflow, prioritising client deadline work and liaising with a range of internal stakeholders at all levels to produce high quality reports out of Seismic.

In this role you will:

• Assist in the production of Report backs on a periodic and adhoc basis within timeframes
• Assist in the production of Global Fund Quarterly Investment Reports and Strategy Quarterly Investment Reports on a quarterly basis
• Assist in the production of client reports on a periodic and adhoc basis within timeframes
• Assist in the production of Sustainability reports on a periodic basis within timeframe

You should consider applying if you have:

• Relevant degree
• Minimum 2 years financial industry experience
• Experience working with complex datasets
• System Skills:
• VBA / MS Office tool development (Advanced)
• PowerPoint (Advanced) including linked slides and Excel objects
• Excel (Advanced)
• Experience of formatting documents to corporate style
• Seismic (Desirable) or other content-management tools
• SQL (SQL Server) (Desirable)

Some of the attributes we look for in a person are:

• The ability to ‘approach and own’ and continuously look for opportunities to develop ? Driven by results
• A client focused and collaborative approach
• High conviction and be comfortable sharing opinions
• Ability to analyse, interpret and assimilate information