Client Reporting Analyst
Core
Prepare and deliver monthly and quarterly reports for institutional and wholesale clients in funds management, managing ad hoc requests and audit support.
Role type
Client Reporting Analyst
Builds
Monthly and quarterly client reports, customised reporting templates, and investment commentary
Domain
Financial services / Funds management
Deliverable
dashboards & analysis
Required skills
Analytical skills, numerical skills, data management, spreadsheet proficiency, reporting system usage, stakeholder engagement, process improvement
Preferred skills
Technology interest, reporting automation, tertiary qualification in Finance/Commerce/Economics/Business
Responsibilities
Prepare monthly and quarterly reporting for institutional clients, manage ad hoc client reporting requests, support reporting and data requests from distribution teams, assist with internal and external audit requests, develop and maintain customised reporting templates, identify opportunities to streamline reporting processes
Seniority
Individual Contributor