Client Reporting Associate

Job Description:

Do you have experience of business process analysis, documentation, and design?

Our client, a leading investment management firm, are seeking a Client Reporting Associate to join their Edinburgh team on an initial 12 month contract.

The successful candidate will be tasked with gathering requirements, creating implementation plans, and developing a thorough understanding of reporting technology.

• Experience of business process analysis, design and documentation.


• Proficiency with Microsoft Excel, in particular complex formulae and visualization.


• Experience interacting with product stakeholders and requirement capturing.


• Exhibits strong planning, organisational and interpersonal skills.


• Delivery driven individual with problem-solving skills, analytical mindset and attention to detail.


• Hands-on automation experience with tools such as SQL, Python, VBA, would be beneficial.


• Experience of functional testing design and execution.


• Self-motivated: able to show initiative and come up with ideas without prompting.


• Ability to clearly communicate objectives and articulate the rationale behind those goals.


• Strong communication and presentation skills (written and verbal).


• Technical aptitude, understanding technology in a business context.

• Design, deliver and operate oversight processes owned within the team to monitor ongoing report implementation and completion.


• Conduct analysis of data and business processes to capture and embed a business support model between Reporting & Distribution Services and business and technology partners.


• Work closely with Report Onboarding teams to coordinate accurate and timely delivery of industry standard reporting.


• Validation and implementation of output to process requirements into the live business environment.


• Document findings and convert them into clear, specific technology and business process requirement documents.


• Capture client feedback to analyse, design and test client reporting enhancements both in the tool and in report content.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15999

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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