Investment Reporting Specialist

1 month ago


Edinburgh, United Kingdom Hymans Robertson LLP Full time

Our Investment DB Business Unit works with trustees of Defined Benefit (DB) pension schemes, to offer expert investment advice. We currently have an exciting opportunity to **join this Business Unit as an Investment Reporting Specialist.**

**What will your role look like?**
As our Investment Reporting Specialist, you will join a growing, multi-disciplinary team, and will support them to deliver key investment data and reporting services for our firm, and to make improvements to these where required.

**Though this is a varied role, your key tasks will include**:

- Performing data entry quickly and accurately through maintenance of internal spreadsheets and databases - updating and maintaining data on investment markets, managers, and client information
- Working closely with client-facing team members to deliver a variety of client reports
- Sourcing and formatting data, and then presenting or communicating the key findings from this to internal stakeholders, working with programmes such as MS Excel to do so
- Supporting with the development and implementation of new data and reporting products

**To enjoy and succeed in this role, you will**:

- Have had previous experience of working with and analysing large sets of data and numbers
- Be a strong communicator, who enjoys working with others
- Possess strong attention to detail, as well as excellent organisational and task prioritisation skills
- Be self-motivated and resilient, with the ability to use your initiative to complete tasks
- Have experience of working with Microsoft 365 software, in particular the use of Excel, Word and PowerPoint (or similar programmes)

Given that working with data and numbers is a key component of this role, we'd also be looking for you to have studied Maths to at least Scottish Standard Grade, or English GCSE level (or equivalent).

**In addition to a competitive salary and access to our profit share scheme, we offer**:

- A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs
- A collaborative and supportive work environment where your thinking and ideas are encouraged
- On site mental health and wellbeing support
- A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
- Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.

We are open to this role being based in either of our Scotland offices - Glasgow or Edinburgh. And we offer hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments.

First stage interviews for this position will likely be held during the week beginning 18th March in either our Glasgow or Edinburgh office, with final stage interviews then taking place the following week over MS Teams.

We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions.

That's the who and the what. More important is the 'why'. The work we do may not always seem the sexiest. But it's difficult, it's complex, and it's important. We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.

For 100 years we've taken this responsibility seriously. Together, as a team and with our clients and partners, we're here to build better futures.



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