Investment Reporting Analyst x3

Our client a well known and growing insurance/investment management company are looking to hire 3 Investment Reporting Analyst to support their investment management and finance functions by producing accurate, timely, and insightful reporting on investment portfolios.

Title: Investment Reporting Analyst x3
Location: York or London or Norwich or Bristol or Sheffield or Perth - Hybrid working 2/3 Days per week in any office
Day Rate: Competitive - Inside IR35 (via Umbrella Company)
Duration: 6 Months

Duties:

• Portfolio Reporting
  • Produce regular reports on fund/portfolio performance, asset allocation, and exposures.
  • Prepare dashboards and MI (Management Information) for internal stakeholders (CIO, investment committees, senior management).
• Regulatory & Client Reporting
  • Support Solvency II, IFRS 17, and PRA reporting requirements.
  • Ensure reports meet compliance standards and are delivered to regulators, auditors, and clients on time.
• Data Management
  • Source, validate, and reconcile investment data from custodians, asset managers, and internal systems.
  • Ensure integrity and accuracy of investment data feeds.
• Analysis & Insights
  • Analyse portfolio trends, risk exposures, and performance attribution.
  • Support ad-hoc investment analysis to help guide business and investment decisions.

• Background in investment management, asset servicing, or insurance.
• Strong understanding of financial instruments (equities, fixed income, derivatives).
• Experience with regulatory reporting (e.g. Solvency II or IFRS or Credit Risk).
• Attention to detail and ability to work to deadlines in a regulated environment.

Reasonable Adjustments:

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.