Edit Mode Tips

Edit this area to link the anchor link arrow to the section you want it to scroll on click

MI & Technical Reporting Analyst

  • Location


  • Sector:

    Regulatory, Risk & Compliance

  • Job type:


  • Salary:

    £50000 - £55000 per annum, Benefits: Pension, BUPA, Life Ins

  • Contact:

    Jordan Forbes

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    over 1 year ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


Do you want to play a key role in owning and managing investment governance reporting and MI within a well-regarded Investment Company? You could be joining as a MI & Investment Reporting Analyst in the London office of this Investment business which offers a culture that provides support, collaboration and dynamism.

In this role you will:
  • Have oversight over the reporting schedule, data collection and resource availability to ensure deadlines can be met.
    • Manage and contribute to the reporting process ensuring deadlines can be met.
    • Develop an in-depth understanding of the newly developed investment portal in order to be first line support for any data or formatting discrepancies.
    • Set up all new clients on the investment portal.
    • Identify inefficiencies in current relevant processes with the ability to develop and implement viable solutions.
    • Maintain a strong co-operative relationship with the software developer of the reporting portal.
    • Develop and engage with client teams to ensure you understand any specific requirement the client has or changes to the investment structure one quarter to another.
    • Ongoing development and testing of the portal to ensure its robustness and longevity. 
    • Manage any processes which contribute to the regular governance reports i.e. standardised asset allocation charts, active fund risk return plots, traffic light commentary (changes to investment manager organisations or processes).
    • Manage access to the portal for the clients and client teams.
    • Develop a clear relationship with our investment platform providers and understand the data flow between the platform and the portal.
 Role Requirements:
  • Ideal candidate will have worked previously in financial services within a team which delivers investment reporting. Strong numeric skills and IT experience is required.
  • This role is likely to appeal to individuals with 3 years plus
  • The knowledge of and ability to specify and test commonly used financial/statistical calculations would be very useful, as well being able to develop a process pack which outlines the crucial calculations
  • Experience gained within the financial services industry required.
  • Ideally educated to degree level or equivalent qualification with a financial or numeric based degree. 
  • Ideally studying or would be happy to study Investment Management Certificate qualification, or further investment based professional qualifications. 
  • High level Excel skills.