Skills

Communication Leadership Quality Assurance Attention to detail

Job Specifications

Job Description

Client Reporting Analyst

Boutique Asset Management Firm – Central London

£250 per day | Outside IR35 | 6-month rolling contract

Overview

A highly reputable boutique asset management firm based in Central London is seeking a motivated Client Reporting Analyst to join their team on a contract basis. This is an excellent opportunity for a junior professional with around 1 year of experience in the financial sector to gain broad exposure, work closely with senior leadership, and develop within a high-performing environment.

Key Responsibilities

Assist in the preparation, production, and delivery of high-quality client reports, including monthly, quarterly, and ad-hoc reporting packs.
Compile and validate portfolio data, performance metrics, and investment commentary to ensure accuracy and consistency.
Support the creation of templates and reporting frameworks in line with client and regulatory requirements.
Liaise with internal stakeholders—including portfolio managers, operations, and compliance—to gather data and resolve reporting queries.
Ensure timely production of reports and contribute to continuous improvement initiatives within the reporting process.
Maintain documentation and support audit trails and quality assurance checks.

Skills & Experience Required

Approximately 1 year of experience in the financial services sector, ideally within asset management, investment operations, or reporting.
Strong analytical mindset with excellent attention to detail.
Competence in Excel (formulas, lookups, data handling).
Familiarity with portfolio data, performance concepts, or reporting processes is highly beneficial.
Strong communication skills and the ability to work collaboratively across teams.
Proactive, organised, and eager to learn in a fast-paced environment.

What’s On Offer

£250 per day, Outside IR35
Opportunity to work in a boutique firm with real access to senior leadership and decision-makers
Exposure to a wide range of investment products and reporting processes
Central London office with a collaborative and supportive culture

About the Company

In late 2009, Stott and May was founded on the belief that hiring managers should never have to make the choice between time to hire and quality of candidate. We noticed a gap in the market for a search offering that can combine the speed of contingent recruitment with a high value, high touch, insightful service more commonly found in the executive search space. A talent solution that's helpful, engaging, collaborative and stacked full of value-add. Built with the flexibility to provide our partners with a choice of best pr... Know more