Client Reporting Analyst

About the job

An international opportunity to join the Client Reporting team and take on a hands-on role in automating and modernizing the production of marketing materials and fact sheets. The role involves working with new automation tools and technologies, with a focus on ensuring that all processes are up-to-date and efficient. You will assist in managing the production and distribution of marketing materials. This is an excellent opportunity for a junior professional to gain experience in the asset management industry, develop technical skills, and work closely with senior stakeholders across the organization. This is a 12-month fixed-term contract.

Responsibilities

• Automation and production of fund and strategy marketing presentations, primarily using Sonic software, in close collaboration with the Investment Solutions team
• Developing infrastructure to enhance automation and the development of client reporting tools
• Proactively learning and applying new automation tools, programming languages, and technologies as the team continues to evolve its technology stack
• Responsibility for the production and distribution of fact sheets to ensure accuracy and timely delivery
• Support in developing marketing materials, including asset presentations, PIDs, company brochures, thought leadership content, and marketing materials
• Collaborate on the development and implementation of new or revised regulatory requirements, as applicable
• Support with the development and implementation of product launches, as needed
• Building effective working relationships across the entire company, including with portfolio managers, sales, marketing, compliance, and operations
• Collaborating with colleagues from various departments to solve customer and product marketing challenges

Skills and experience

Technical

• Familiarity with at least one programming or scripting language (e.g., SQL, Python, VBA) or a demonstrable willingness and ability to learn
• Proficiency in Microsoft Office, particularly Excel and PowerPoint
• Experience with automation tools and data processing is a plus, but not essential

Industry expertise

• Some experience in the financial services or asset management industry is desirable but not essential for candidates who demonstrate a willingness to learn
• Knowledge of alternative investments
• A strong interest in financial markets, performance measurement, and the asset management/hedge fund industry
• Ability to quickly learn strategies, markets, statistics, and legal and compliance frameworks

Mindset and Soft Skills

• An independent mindset—comfortable with working independently and taking the initiative
• Curious and adaptable, with a positive attitude toward new technologies
• Confident and empathetic, and able to thrive in a fast-paced environment
• Exceptional attention to detail, especially given the customer-focused nature of the products