Investment Reporting Analyst

Eden Scott's client, a leading investment firm in Edinburgh, is seeking a Business Reporting Associate for a 50-week assignment. This role is ideal for a detail-oriented professional with strong analytical skills and experience in business mapping, business processes, and data reporting. You will play a crucial role in ensuring accurate and timely reporting while supporting process improvement initiatives.

Key Responsibilities:

• Client Reporting: Prepare and distribute reports, ensuring accuracy, compliance, and alignment with regulatory and client requirements.
• Business Mapping & Process Improvement: Document and analyse existing business processes, identifying opportunities for automation, efficiency, and control enhancements.
• Data Analysis & Reconciliation: Perform in-depth data analysis, troubleshoot discrepancies, and ensure data integrity across reporting systems.
• Stakeholder Collaboration: Work closely with internal teams, including investment management, technology, and operations, to improve reporting workflows and client experience.
• SQL & Excel Expertise: Use SQL for data extraction and transformation, leveraging Excel (including pivot tables, VLOOKUPs, and macros) to enhance reporting processes.
• System & Process Enhancement: Identify gaps in existing reporting structures, propose improvements, and support implementation of new tools or automation solutions.
• Client Query Support: Assist in resolving reporting-related client inquiries, ensuring excellent service delivery and proactive issue resolution.

Key Requirements:

• Experience in Client Reporting or Investment Operations, preferably within asset or wealth management.
• Business Mapping & Process Improvement experience, with the ability to document, assess, and refine workflows.
• Strong technical skills, including proficiency in SQL and Excel (macros, VLOOKUP, pivot tables).
• Analytical mindset with a keen eye for detail and the ability to work with large datasets.
• Strong problem-solving skills, with experience in identifying and implementing process efficiencies.
• Excellent stakeholder management and communication skills, with the ability to engage with teams across business functions.
• Experience with reporting tools and databases used in investment management is an advantage.

If you feel you can rise to the challenge, please contact Karen Kerr at the earliest opportunity or

e-mail Karen.kerr@edenscott.com

ONLY APPLY IF YOU ARE BASED IN SCOTLAND AS THE ROLE IS BASED IN SCOTLAND