About the Role
Be part of how Rathbones brings client data to life. As a Client Reporting Engineer, you’ll convert complex financial and valuation information into polished, visually engaging, client‑ready reports that reflect the quality of our brand. This is a hands‑on role blending technical expertise with attention to detail, where you’ll build robust data solutions, optimise performance, and deliver high‑impact reporting to tight deadlines within a leading wealth management firm.
What you’ll be responsible for
* Build and modify reporting layouts in client reporting layout building tools, including introduction pages, charts, tables, and performance pages.
* Write and optimise SQL queries, macros, and functions to perform complex data transformations.
* Monitor and optimise data build tool models and transformations for performance, including query optimisation.
* Create and maintain comprehensive data documentation, including ETL/ELT processes, models, and business logic.
* Monitor and troubleshoot data build tool jobs and pipelines to ensure they run efficiently and meet SLAs.
* Translate valuation models and financial data into clear, structured narratives and visuals.
* Ensure correct alignment, colour palettes, branding, and layout structure across all output pages and ensure that they are applied consistently.
* Manage report timelines to meet client reporting deadlines.
* Support time critical mass report production runs.
About you
* Experience in designing and producing professional client reports with strong document design and layout skills.
* Experience with data build tools, SQL and stat modelling techniques.
* Hands on experience with cloud‑based data platforms (AWS, Azure).
* Knowledge of data pipelines, ETL/ELT frameworks, and data orchestration tools.
* Experience in Snowflake data warehouse, Power BI and Alteryx reporting tools is desirable.
* Ability to present complex financial information clearly.
* Strong written skills required to produce documentation that is concise and accurate.
* Excellent verbal communication skills with the ability to communicate with a varying level of stakeholders both IT and business to develop strong professional relationships.
* Strong Service focus, looking to increase benefit to internal customers and clients through service excellence.
Our offer to you
We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.
We offer a comprehensive remuneration package, which we review regularly, and benefits include:
* A company pension – 9% non‑contributory or 10% if you contribute 5%
* Private medical insurance – Individual on joining, family after 1 year’s service
* Life assurance – 8× salary
* Company share scheme
* Discretionary bonus
* Flexible holidays – purchase up to 5 additional days
* Green Car Scheme
* Family friendly policies – enhanced family leave for parents & carers
* Study support – study days and funding for courses and qualifications
* Season travel ticket loans
* Other voluntary benefits you can choose to suit you
We are a Disability Confident Employer (level 2) under the UK Government scheme. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.
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