Reporting Analyst - Investment Solutions

Role

This role sits within the Investment Solutions team and supports the delivery of bespoke investment portfolios for high net worth, charity and endowment clients. It is a front office role that contributes directly to a key area of growth for the business, with outputs that support both winning new mandates and maintaining strong client relationships. Working within a small and collaborative team, you will be involved in a broad range of activities across portfolio reporting, analysis and client support. You will gain early exposure to senior stakeholders and client work, with a level of responsibility and visibility that supports rapid development. The role operates in a time sensitive environment where work is often delivered to short deadlines and priorities can shift quickly in response to client and business needs. No two days are the same, and the role requires a flexible and responsive approach.

Who we are looking for

Someone who brings energy, curiosity and a strong desire to succeed. You are comfortable working in a demanding and fast moving environment where priorities can change quickly, and you remain focused and solutions orientated under pressure. You take ownership of your work, show resilience when faced with tight deadlines or shifting demands, and are motivated by variety, pace and continuous learning.

What you will be doing

• Producing tailored portfolio reports, translating complex investment data into clear outputs for clients and partners
• Supporting portfolio managers with portfolio construction, analysis and stress testing
• Using Bloomberg to carry out analysis, performance calculations and scenario modelling
• Preparing materials for client meetings, presentations and ongoing servicing
• Responding to time sensitive requests from stakeholders and partners
• Working closely with colleagues across the investment function to deliver accurate and timely outputs
• Supporting client interactions by contributing to meeting preparation and attending where appropriate

Essential criteria

• Experience using Bloomberg for investment analysis and reporting
• Completion of a CFA, CAIA or equivalent Level 4 investment qualification or close to completion
• Strong understanding of capital markets and investment instruments including equities, fixed income and derivatives
• Strong numerical and analytical capability with attention to detail
• Clear communication skills with the ability to explain complex information simply

Desirable criteria

• Exposure to portfolio construction or asset allocation
• Interest in areas such as digital assets, blockchain or tokenisation