Client Reporting Analyst

Location: City of Edinburgh

Job Description Summary

Job Description Client Reporting Analyst
12 month Fixed Term Contract

Location:

Edinburgh Closing date: 15 November 2026

Aegon Asset Management is a leading global investor, our employees work from 13 locations across Europe, the Americas and Asia. We advise on assets for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.

Our people are our greatest asset, and we want Aegon Asset Management to be a place where they can bring their authentic self to work and do all they can to deliver on our strategic promises to our customers.

We help people live their best lives. We help them with the big stuff, for the moments that matter.

The Role We are seeking a Client Reporting Analyst who is looking to build and develop a career within asset and investment management.

This role offers exposure to a broad range of stakeholders, including Aegon Group clients, fund administrators, external auditors, regulators and multiple internal teams.

You will join the Client Reporting team, which is responsible for delivering high-quality client, fund, and regulatory reporting across an international client base. The team is focused on providing an exceptional client experience while continuously driving operational efficiency and innovation.

This role supports the production and oversight of client, fund, and regulatory reporting for our UK and US clients.

You will utilise a range of tools and applications, including Snowflake, SQL, Power Query, Excel and Clearwater Prism, to produce, automate, and review a variety of client and fund reports prior to distribution. Working closely with Client Services and other business stakeholders, you will also support the implementation of new reporting requirements and client onboarding activities.

Key responsibilities for the role include:

Contribute to the accurate and timely production of client, fund, and regulatory reporting for internal and external stakeholders.

Leverage SQL, Snowflake, and Power Query to automate data extraction, transformation, validation, and reporting processes, improving efficiency, scalability, and data quality.

Perform data analysis and quality assurance activities to ensure reporting accuracy and completeness.

Collaborate with stakeholders across Client Services, Investments, Operations, Risk, Compliance, and Technology to deliver high-quality reporting solutions and maintain strong client outcomes.

Support the onboarding of new clients and the implementation of new reporting requirements.

Participate in business change initiatives and continuous improvement projects to enhance reporting processes, controls, and automation capabilities.

Identify opportunities to streamline workflows and reduce manual processes through technology and process optimisation.

Assist in investigating and resolving reporting issues, ensuring timely communication and resolution.

We’d love to hear from you if you have:

A Bachelor's degree in Finance, Business Administration, Investment Management, or a related field, or possess equivalent professional experience.

Have experience in client reporting, fund reporting, performance reporting, or regulatory reporting within the financial services or asset management industry.

Demonstrate strong stakeholder management and communication skills, with the ability to build effective working relationships across multiple teams.

Possess strong SQL skills, including query development, optimisation, complex data analysis, and data validation.

Have hands-on experience using Snowflake and Power Query to develop and maintain reporting and data transformation solutions.

Have advanced Excel skills and experience working with large datasets.

Are highly organised, detail-oriented, and able to manage multiple deadlines in a fast-paced environment.

Have a continuous improvement mindset and a passion for leveraging technology and automation to enhance reporting processes.

It would also be beneficial to have:

Asset management industry knowledge.

Experience with asset management platforms such as Clearwater Prism and/or Alladin What's in it for you?

A competitive salary, depending on the experience you can bringA non-contributory pension between 9%-13%
A discretionary bonus, depending on personal and company performance
27 days leave per year…