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Client Reporting Analyst

Job in Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for: Cameron Kennedy
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Location: Newcastle upon Tyne

Join a leading investment management firm where the Reporting team plays a key role in delivering excellence to our clients. You’ll help produce high-quality investment, marketing, product, and regulatory reports while collaborating closely with Sales and Investment teams to support client engagement across international offices.

The Opportunity

This is an exciting opportunity for a motivated individual with strong analytical, technical, and communication skills to contribute to a high-performing environment. You’ll gain exposure to multiple business areas, shape the reporting process, and help drive innovative solutions across the business.

Key Responsibilities
  • Produce accurate, impactful investment reports, marketing materials, and client presentations for institutional clients.
  • Collaborate with internal teams across London and Geneva to ensure timely, high-quality deliverables and alignment with client needs.
  • Support the migration of existing reports to the Vermilion Reporting Suite (VRS) and the data transition to Snowflake.
  • Contribute to the design and automation of reporting processes to enhance efficiency and quality.
  • Drive continuous improvement, helping to develop new reports and optimize workflows.
About You
  • Degree in Finance, Mathematics, Economics, or a related field (preferred).
  • Strong understanding of financial markets, ideally with previous experience in a similar role.
  • Advanced skills in Excel and PowerPoint, with solid knowledge of SQL. Experience with VRS, Snowflake, or Tableau is an advantage.
  • Excellent attention to detail, analytical mindset, and commitment to quality.
  • Collaborative team player who is proactive, adaptable, and reliable under pressure.

This role offers a fantastic opportunity to develop your reporting expertise within a supportive and forward-thinking investment environment.

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