Fund Performance Reporting and Analysis - 12 month FTC

MW recruitment
London

A leading Investment Manager wish to recruit within the client reporting team, the successful candidate will be responsible for the following duties

Duties and Responsibilities

  • Generates monthly, quarterly, and ad-hoc reports for our private client and institutional relationships
  • Produces custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis
  • Analyzes and interprets relevant investment data, including portfolio positions, transactions, and performance
  • Develops, communicates, and/or expounds reports and analysis for internal and external stakeholders
  • Manages projects to create or improves reporting content and/or advance strategic business goals
  • Provides support, innovation, and project consultation for multiple business segments
  • Ability to draw own conclusions, articulate positions, communicate key messages, make recommendations
  • Develops industry insights through proactive networking, conference attendance, and independent research
  • Performs other duties of a similar or related level and assists with special projects as necessary or assigned

Job Requirements

  • Bachelor’s Degree in Business, Finance, Economics, or related field preferred
  • 2+ years of analyst, risk reporting experience
  • 2+ years of direct experience with FactSet
  • Experience producing attribution and risk reporting
  • Strong Excel knowledge working with large data sets
  • Extremely detail-oriented
  • Excellent client service focus and high touch experience required
Posted 2025-05-19

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