Senior Client Reporting Analyst, Global Fixed Income Asset Manager, London

Location
London, United Kingdom
Salary
£Competitive
Posted
Jan 05, 2022
Closes
Feb 04, 2022
Ref
13230833
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • Work closely with internal business functions, such as client service, Sales, investment teams, ESG teams as well as Portfolio Analysis Group and Performance teams
  • Preparation and production of timely and accurate complex client reports, DDQs and portfolio presentations
  • Preparation of client reports and performance attribution analysis in line with Global Investment Performance Standards (GIPS)
  • Understand and articulate attribution data and it's meaning
  • Review existing client reporting procedures with a view to improve, and automate scheduled reporting.
  • Act as a senior member of the team and represent the business internal to other business groups
  • Lead and guide more junior analyst from a production oversight and training perspective
  • Support supports the client portfolio review meeting process,
  • Answer client ad-hoc requests related to portfolio information, and complex client questionnaires.


Requirements:
  • Undergraduate degree in mathematical or economics related field (min 2.1)
  • CFA/Masters/MBA desirable
  • The ideal candidate would be a self-motivated team player with minimum of 5 years experience in a similar role, (preferably in fixed income asset management).
  • Ability and willingness to lead and guide more junior team members
  • Experience analysing and reporting on ESG portfolio data
  • Systems experience desired; s Aladdin, MSCI ESG Manager and Sustainalytics.
  • Ability to work to tight deadlines
  • Excellent attention to detail
  • Strong understanding of the investment process, investment structure, and data quality control and reporting procedures
  • Knowledge of Global Investment Performance Standards (GIPS)
  • Experience handling varied and high volume information

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