ABOUT US

As an independent, award-winning and B Corp-Certified investment consultancy, we provide a full range of outcome-oriented advice, research and technology to some of the largest pension funds, wealth managers and other institutional investors across the UK and Europe.
Since our humble beginnings, we’ve challenged norms and pushed boundaries to deliver on our mission of helping to make 100 million people financially secure – for the benefit of people and planet.
Our team is home to some of the brightest minds in finance who thrive on seeking innovative solutions to our clients’ complex challenges.
We’re proud to now be a wholly owned subsidiary of Gallagher, a global leader in insurance, risk management, and consulting with a deep commitment to pensions, benefits and investment consulting. Together we create a truly global investment consulting firm with world-class service and the ability to drive outstanding outcomes for our clients. The focus, values and purpose that our clients have come to expect remain unchanged.
Sound like your kind of place? We’d love you to consider joining our team!
Job Description

ABOUT THE ROLE:

As a Reporting Analyst, you’ll be responsible for the following:

• Helping the reporting teams to build client reports.
• Organising and managing data inflows and internal deadlines.
• Collaborating with internal teams on ad hoc tasks and client deliverables.
• Maintaining and improving the relationship with fund managers.
• Improving processes to achieve greater efficiencies.

Qualifications

THIS ROLE IS PERFECT FOR YOU IF YOU ARE:

• Exceptionally organized and adept at managing deadlines.
• Highly numerate with a solid understanding of statistics fundamentals.
• Detail-oriented, consistently ensuring accuracy and precision.
• Skilled at building and maintaining relationships with people.
• Proficient in Excel.
• Passionate about personal development and continuous learning.
• Adaptable and agile in approach, effectively engaging with diverse individuals.
• Persistent and determined, capable of seeing tasks through to completion.
• Quick to learn, understand, and evaluate new information.