Investment Client Reporting Analyst – ESG

The role as an Investments Client Reporting Analyst focuses on the timely and accurate production of Sustainability Reports, Client Report-Backs and Global Quarterly Investment Reports.

• The production of Sustainability Reports on a periodic basis within timeframes
• The production of Report- Backs on a periodic and adhoc basis within timeframes
• The production of Global Fund Quarterly Investment Reports and Strategy Quarterly Investment Reports on a quarterly basis
• The production of client reports on a periodic and adhoc basis within timeframes
• 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

Key Responsibilities:

• Managing the various key stakeholders to ensure input data is delivered within the internally agreed SLAs
• Engaging with Investment IT to ensure the correct data requirements are considered when building data APIs
• Investigating and resolving data issues raised with regards to the production cycle
• Managing the various key stakeholders in the production workflow for reviews to ensure sign off ahead of client deadlines
• Working closely with the Investment Team to coordinate any changes that reflect in the reports
• Ensuring the implementation of approved change requests
• Providing production and delivery stats to the business to track efficiency
• Working closely with the Product Owners to coordinate any automation process and implement further automation required
• Engaging with Seismic, the vendor on troubleshooting production queries and assisting with upcoming projects to be implemented
• Assisting in projects and business initiatives when required
• Ensure team members are appropriately cross-trained and there is a backup for each task
• Continually update procedures with a view to reduce risk, identify efficiencies in process, improve efficiency and accommodate change to strategies, client demands, or in response to industry change
• Proactive and effective communication with team colleagues globally
• Ensure excellent internal and external client servicing by responding promptly and appropriately to queries
• Maintain a consistently professional and value-add approach

Technical Knowledge and Experience:

• Relevant degree
• Minimum 2 years Asset Management or Investment Management industry experience
• Experience working with complex datasets
• Experience preparing institutional client investment reports

System Skills:

• VBA / MS Office tool development (Advanced)
• SQL (SQL Server) (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

Personal Attributes:

• Diligent
• Attention to detail
• Motivated and proactive
• Organised and methodical
• Calm under pressure
• Confident to ask questions