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Portfolio Reporting Specialist

2 months ago

London, Greater London, United Kingdom Landytech Full time
About the Role

We are seeking a highly skilled Investment Analytics Manager to join our team at Landytech. As a key member of our Implementation and Professional Services Teams, you will play a crucial role in understanding our clients' portfolios, data, and analytical needs.

Key Responsibilities
  • Work closely with clients to understand their use cases and design reporting solutions that meet their needs.
  • Collaborate with the Implementation Teams to deliver high-quality analytics and reporting solutions.
  • Consult with clients to draw conclusions from their feedback and recommend best practices for reporting.
  • Assess the feasibility and cost of client reporting requirements and develop Professional Services documents that clearly define the scope of work.
  • Develop in-depth knowledge of the investment domain and our products, applying this expertise to advise and train clients.
  • Have a keen eye for quality, detail, and design, and be able to visualize and communicate complex investment and data concepts.
  • Stay up-to-date with new functionalities and apply them to enhance our products and services.
  • Participate in establishing and improving best practices, templates, policies, tools, and partnerships to expand and mature the capabilities of the organization.
Requirements
  • 3+ years of client solutions experience in Financial Services or Fintech, with a focus on reporting, business intelligence, or data visualization.
  • Experience as a line manager or a strong desire to take on this challenge as the next step in your career.
  • Working understanding of portfolio management and investment strategies, as well as knowledge of the main types of financial instruments.
  • Proven track record of managing or contributing to multiple complex projects, setting priorities, and meeting deadlines.
  • Strong skills in using tools such as Excel and SQL to extract, manipulate, and summarize data.
  • Excellent verbal and written communication skills, as well as outstanding client and stakeholder management skills.
  • Fluency in English, with any other European language a plus.
What We Offer
  • A competitive salary and stock options package.
  • Private medical insurance with Bupa for you and your family members.
  • Life insurance option.
  • Pension Plan with NEST.
  • Cycle to Work Scheme and gym allowance.
  • Office food and drinks, regular socials.