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Investment reporting solutions

Edinburgh
Eden Scott
Reporter
Posted: 8 October
Offer description

Overview

Eden Scott's client is currently seeking a highly organised and detail-oriented professional to join their Operations - Reporting Solutions team on a 6-month fixed-term contract. This is a fantastic opportunity for someone with a background in investment client reporting and a passion for delivering high-quality data solutions that enhance customer experience.


Key Responsibilities

* Support the delivery of client reporting solutions across investment products, ensuring accuracy, timeliness, and regulatory compliance.
* Collaborate with internal stakeholders and external partners to streamline reporting processes and improve operational efficiency.
* Maintain and enhance reporting templates and dashboards, ensuring they meet client and business requirements.
* Utilise Snowflake to manage, query, and analyse large datasets, supporting reporting automation and insight generation.
* Contribute to the continuous improvement of CX operations by identifying gaps and implementing tactical solutions.
* Ensure alignment with data governance and compliance standards across all reporting activities.


Ideal Candidate Profile

* Proven experience in investment client reporting, ideally within asset management, wealth, or financial services.
* Strong understanding of reporting operations and data management principles.
* Hands-on experience with Snowflake and other data analytics tools (e.g., Tableau, Power BI).
* Excellent attention to detail and ability to manage multiple priorities in a fast-paced environment.
* Strong communication and stakeholder management skills.
* Ability to work independently and collaboratively across teams.


Person Specification

* Familiarity with CX principles and customer journey mapping.
* Experience working in regulated environments with a focus on data accuracy and transparency.
* Strong Excel skills

If you are passionate about fund accounting and have the skills to deliver accurate financial reporting, we'd love to hear from you.

Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on 0131 550 1100 or drop off a CV to Karen.kerr@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent

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