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CLIENT REPORTING ANALYST - Edinburgh

Job reference: BBBH11558
Type: Temporary
Consultant: Emma Hogg
Salary: Negotiable
Location: Edinburgh
Start Date: 10-Jan-2019
Close Date: 07-Feb-2019
Specialism: Fund / Investment Administration
Sector: Asset Management

Job description:

Are you able to produce client reports on a regular basis, understand the flow of, client, market and fund information and ensure timely distribution of all deliverables requested of you?

If so then we may have the role for you.

Our client, a global investment management firm is looking for a Client Reporting Analyst to join their team on an initial 3 month contract based in Edinburgh.


Core requirements:

  • Exceptional written and verbal communication skills
  • Strong problem solving skills with the ability to synthesize information, summarise issues and suggest solutions
  • Sharp control/risk mitigation mentality with ability to know when to escalate issues
  • Ability to operate effectively under tight deadlines with strong emphasis on appropriate prioritisation
  • Ability and desire to work in a team environment; willingness to ask questions but also to learn independently
  • Proficiency in Microsoft Office, in particular Word and Excel, and an aptitude for learning new applications

Core responsibilities:

  • Understand flow of client, market and fund information
  • Configure new client deliverables, maximizing the use of existing processes and tools
  • Produce regular daily, weekly, monthly and quarterly client reports using in-house applications and the Microsoft Office package
  • Ensure timely and accurate distribution of all deliverables, proactively communicating potential delays to clients
  • Building and maintaining excellent working relationships across teams in order to deliver reporting according to client expectation
  • Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement
  • Support various projects, including automation/standardization efforts and the evolution of standard deliverables.
  • Understand the risk environment within the department and promote risk awareness, assessment and control



Job reference: 11558
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland
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Emma Hogg
Business Manager – Interim, Temporary & Contract
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