Investment Reporting Analyst

Job Description

If you’re looking for a role where you can combine data, regulation and client impact, this could be a great next step. We’re looking for a Responsible Investment Reporting Analyst to join a specialist team within Client Service Delivery, supporting ESG and regulatory reporting across a broad range of investment products and clients. This is a strong opportunity for someone with financial services or reporting experience who’s interested in responsible investment and wants to build their career in a growing area.

• Managing the production and delivery of responsible investment and regulatory reports across requirements such as SFDR, TCFD and SDR
• Gathering, validating and reconciling data from a range of internal systems and external sources
• Supporting reporting across different investment structures including institutional and retail fund reporting
• Working closely with colleagues across Compliance, Risk, Legal, Operations and Client teams
• Carrying out quality checks to maintain data integrity and regulatory compliance
• Investigating data or reporting issues and helping resolve them effectively
• Keeping up to date with regulatory developments and helping assess the impact on reporting obligations
• Contributing to improvements that make reporting processes stronger, more efficient and well controlled

• Experience in financial services, asset management, investment reporting or a regulatory reporting environment
• Strong Excel skills and confidence working with large volumes of data
• Good understanding of asset management, fund structures or investment products
• Strong written and verbal communication skills with a clear, client‑focused approach
• A proactive and organised working style with strong attention to detail
• Interest in ESG, sustainability reporting or the wider regulatory landscape
• Experience of regulations such as SFDR, TCFD or SDR would be helpful
• Exposure to advanced Excel, Python or private markets reporting would be an advantage

• The opportunity to participate in our annual, performance‑related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand‑new electric car through tax efficient salary sacrifice (permanent employees only)
• We offer numerous discounts for our products and a range of high‑street stores and online
• We’re creating net‑zero carbon workplaces by 2030 by investing in sustainable, modern offices across the UK, all designed to bring people together and enhance the in‑person experience