Senior Investment Analyst - Bristol

This is an excellent opportunity for a reporting specialist to join a growing and highly successful team that is responsible for managing relations with a number of key investment clients, who represent almost £40 billion in AUM.

The Investment Reporting Analyst will be a senior professional in the Financial Services Reporting market. They will work closely with colleagues in the Investment and Client Relations teams to deliver the external quarterly reporting service for clients, covering both listed market funds & private market investments across five asset classes. Experience within the Investment Sector is favourable but not paramount. The candidate must have experience in Reporting/Analysis within Financial Services. 

Salary

Competitive salary, subject to experience. Defined benefit pension scheme, enhanced Family friendly policies, generous holiday allowance, private health, volunteer days. Our client is strongly committed to diversity and fosters a positive and inclusive work environment. We welcome applications from candidates of every ethnicity, gender, sexuality and age. The client was an early adopter of remote / hybrid working practices. Thus a high degree of flexibility exists in this role from a geographical and also cultural flexibility perspective. One day a week you would be expected to be in Bristol, but beyond that either London or home working ...

About you

As an experienced Reporting Analyst, you will have the following:

• A transferable analytical background in a Financial Services environment.
• Extensive experience of custodian data platforms & of data modelling, management, governance – including end-to-end reconciliations
• In depth experience in Master Data Management, and in design/construction of reports, especially based on performance
• Expert knowledge of Financial Services platforms.

Responsibilities

As Investment Reporting Analyst, you will:

• Manage and develop Quarterly Investment Report (QIR) production cycle
• Deliver excellent investment reports, improving efficiency, productivity & quality
• Deliver strategic roadmap to extend reporting solution, coordinating with clients
• Take ownership of reporting backlog, support issues & strategic reporting roadmap
• Enable company ambition to integrate emerging RI data into reporting platform
• Establish and maintain excellent working relationships with all clients, key internal stakeholders, and key external suppliers

The position enables candidates to gain experience and progress at an award-winner in investment management.

You will be working with some of the best professionals in the asset / investment management sector, and the company also values work/life balance in addition to success and exceptional professionalism and performance.

Role is based in Bristol, but up to 4 days remote working per week is achievable.