Job Description
Job Description
Client Reporting Analyst
Boutique Asset Management Firm – Central London
£250 per day | Outside IR35 | 6-month rolling contract
Overview
A highly reputable boutique asset management firm based in Central London is seeking a motivated Client Reporting Analyst to join their team on a contract basis. This is an excellent opportunity for a junior professional with around 1 year of experience in the financial sector to gain broad exposure, work closely with senior leadership, and develop within a high-performing environment.
Key Responsibilities
* Assist in the preparation, production, and delivery of high-quality client reports, including monthly, quarterly, and ad-hoc reporting packs.
* Compile and validate portfolio data, performance metrics, and investment commentary to ensure accuracy and consistency.
* Support the creation of templates and reporting frameworks in line with client and regulatory requirements.
* Liaise with internal stakeholders—including portfolio managers, operations, and compliance—to gather data and resolve reporting queries.
* Ensure timely production of reports and contribute to continuous improvement initiatives within the reporting process.
* Maintain documentation and support audit trails and quality assurance checks.
Skills & Experience Required
* Approximately 1 year of experience in the financial services sector, ideally within asset management, investment operations, or reporting.
* Strong analytical mindset with excellent attention to detail.
* Competence in Excel (formulas, lookups, data handling).
* Familiarity with portfolio data, performance concepts, or reporting processes is highly beneficial.
* Strong communication skills and the ability to work collaboratively across teams.
* Proactive, organised, and eager to learn in a fast-paced environment.
What’s On Offer
* £250 per day, Outside IR35
* Opportunity to work in a boutique firm with real access to senior leadership and decision-makers
* Exposure to a wide range of investment products and reporting processes
* Central London office with a collaborative and supportive culture