Client Reporting Analyst
Client Reporting Analyst
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Job Description
Overall purpose of the job:
This role sits within the Investor Relations team supporting the firms engagement with existing and prospective investors by ensuring highquality accurate and timely client reporting. A highly collaborative role the Client Reporting Analyst will work closely with Product Specialists and other internal teams to produce fund reports investor presentations and marketing materials helping to communicate the firms strategies and performance effectively. The role requires a keen eye for detail strong analytical skills and the ability to collaborate across functions to ensure consistency and compliance in all clientfacing materials.
Duties and responsibilities:
- Support the Investor Relations team and Product Specialists in providing information and expertise on the firms strategies and funds.
- Assist with creation editing and maintaining client materials including presentations and reports.
- Update regular fund reporting and respond to adhoc investor requests ensuring accuracy and consistency of data.
- Identify and assist in tailoring materials to reflect the current market environment and investor interests.
- Create format and maintain documents graphics and visuals in line with the firms branding and compliance standards.
- Work with and develop strong relationships with internal stakeholders including Product Specialists Compliance Legal Risk and Product Control.
- Liaise with Compliance to ensure marketing materials and reports meet regulatory requirements.
- Assist with maintaining and reporting information in the firms CRM.
- Work efficiently streamline processes and ensure accuracy and consistency across all materials.
Note that in addition to these duties employees are required to carry out such other duties as may be reasonably required from time to time.
Requirements
- Bachelors Degree from an accredited university preferably in a related field (economics finance accounting or marketing)
- CFA and/or CAIA a plus but not required
- 23 years of experience in financial markets and/or financial services ideally in a client service investor relations or reporting role.
- Strong editorial judgment with the ability to review and refine language related to financial markets and trading strategies.
- Proven experience in producing highquality client presentations and investor materials.
- Familiarity with global compliance frameworks ensuring marketing materials and reports meet regulatory requirements.
- Ability to manage multiple tasks in a fastpaced environment meeting strict deadlines while maintaining accuracy and attention to detail.
- Strong analytical and problemsolving skills with the ability to interpret and present financial data effectively.
Skills
- Exceptional attention to detail and commitment to maintaining the highest standards of accuracy.
- Strong organisational skills with the ability to prioritise multitask and manage deadlines effectively.
- Proactive mindset with the ability to anticipate and manage deliverables.
- Excellent written and verbal communication skills with the ability to articulate complex information clearly and concisely.
- Advanced proficiency in Excel with some programming experience (e.g. VBA Python) being a plus.
- Proven experience with Word and PowerPoint particularly in producing professional clientfacing materials.
- Strong numeracy and quantitative analytical skills with the ability to interpret and present financial data effectively.
- Team player with a clientserviceoriented mindset able to collaborate effectively across functions.
- Strong work ethic with a keen awareness of compliance and risk considerations in a financial environment.
Benefits
Capula is committed to helping all employees flourish in their roles by supporting your professional development and offering exposure to challenges that you may not encounter in a larger organisation.
We will provide:
- A competitive salary and bonus scheme with annual reviews
- 25 days paid annual leave
- Excellent staff development and training opportunities
- Corporate gym membership (and a complimentary wellness space in our London office)
- Free breakfast lunch and dinner in our employee restaurant
- Medical insurance and other benefits
Required Experience:
IC
Employment Type
Full-Time
