Client Reporting analyst

Job Description

Client Reporting Analyst

Boutique Asset Management Firm – Central London

£250 per day | Outside IR35 | 6-month rolling contract

Overview

A highly reputable boutique asset management firm based in Central London is seeking a motivated Client Reporting Analyst to join their team on a contract basis. This is an excellent opportunity for a junior professional with around 1 year of experience in the financial sector to gain broad exposure, work closely with senior leadership, and develop within a high-performing environment.

Key Responsibilities

• Assist in the preparation, production, and delivery of high-quality client reports, including monthly, quarterly, and ad-hoc reporting packs.
• Compile and validate portfolio data, performance metrics, and investment commentary to ensure accuracy and consistency.
• Support the creation of templates and reporting frameworks in line with client and regulatory requirements.
• Liaise with internal stakeholders—including portfolio managers, operations, and compliance—to gather data and resolve reporting queries.
• Ensure timely production of reports and contribute to continuous improvement initiatives within the reporting process.
• Maintain documentation and support audit trails and quality assurance checks.
  
  

Skills & Experience Required

• Approximately 1 year of experience in the financial services sector, ideally within asset management, investment operations, or reporting.
• Strong analytical mindset with excellent attention to detail.
• Competence in Excel (formulas, lookups, data handling).
• Familiarity with portfolio data, performance concepts, or reporting processes is highly beneficial.
• Strong communication skills and the ability to work collaboratively across teams.
• Proactive, organised, and eager to learn in a fast-paced environment.
  
  

What’s On Offer

• £250 per day, Outside IR35
• Opportunity to work in a boutique firm with real access to senior leadership and decision-makers
• Exposure to a wide range of investment products and reporting processes
• Central London office with a collaborative and supportive culture