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Investment reporting and data analyst

Synchronicity Group
Data analyst
Posted: 29 October
Offer description

We’re working with a highly respected UK investment management business looking to strengthen its reporting and analytics capabilities. This is a fantastic opportunity for a Reporting & Data Analyst to play a key role in building out the firm’s data function and delivering high-quality insight for institutional pension fund clients. You’ll help develop the reporting and analytics function that supports the firm’s investment operations and fiduciary management activities. The role will combine hands-on data analysis with performance reporting, attribution, and oversight of key investment data providers. You’ll work closely with internal stakeholders and external partners to ensure data accuracy, operational efficiency, and insightful reporting across a broad range of asset classes. Key Responsibilities Develop data processes, models, and reporting structures in the cloud environment Manage data integrity and control frameworks across multiple systems (e.g., CRIMS, custodians, data warehouses) Support the end-to-end client reporting cycle, including performance and attribution reporting Collaborate with service providers to improve data quality and automate workflows Contribute to the ongoing enhancement of the firm’s data and analytics strategy About You Strong technical skills in SQL, Excel, and Python (non-negotiable) Experience in data analysis, performance reporting, or investment operations Background in financial services (pensions, asset management, or custodians) preferred Familiarity with reporting tools such as Power BI, FactSet, or Bloomberg PORT Detail-focused, analytical, and comfortable managing large data sets Collaborative and proactive, with excellent communication skills Why Apply? This is an exciting chance to join a growing, purpose-driven investment organisation at the forefront of innovation in UK pensions and asset management. You’ll have the freedom to influence how the data and reporting functions evolves, working alongside a highly experienced leadership team (dotted line to SLT for the incumbent).

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