Solutions Client Analyst, 12-months Fixed Term Contract
Business Area: Solutions
Location: London
Reporting to: Amaal Mistry - Head of Client Analytics
About Us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
The base
We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre and we have everything we need to work flexibly.
The team
The Solutions division currently looks after over £100bn in assets across pensions, insurance and other long term asset owners like endowments and charities/foundations. You'll join our team based in London but operating across the UK and internationally. Our team continues to grow to support the steady stream of opportunities landing with us across a diverse range of client types.
The role of Solutions Client Analyst is primarily focussed on the investment reporting and analytic requirements of our clients within the Schroders Solutions business. The main responsibility undertaken is the support to the solutions business with high-quality data and reporting to measure performance, service queries, meeting preparation, market research and trends and project support. The team is fast paced, hands-on, and ever committed to providing our clients with a seamless experience.
What you'll do
•Have a primary focus on developing our digital reporting proposition to our institutional client base.
•Work closely with the wider Solutions team to understand client problems and provide best-in-class analytical solutions as client strategies evolve.
•Design new reporting Dashboards architecture and create efficiency gains for the wider solutions business.
•Understand data governance, quality and security and integrate analytics with corporate platforms.
•Interact with Global Data / Technology and understand data flows that integrate into Tableau/analytics.
•Build out dashboard views to help monitor / present the MI information using software to empower the Solutions management team.
•Enhance the whole process of data management, collecting, dashboard design, and product life-cycle management.
•Have the ability to solve investment related queries and problems.
•Provide explanations of clients' investment returns in the context of their actuarial requirements.
•Gather, clean, and prepare data for analytics and visualisation.
•Create new KPIs and monitor them consistently in datasets.
•To be aware of and adhere to Compliance procedures and requirements in respect of the following: confidentiality, data protection, anti-money laundering procedures, TCF, conflicts of interest.
What you'll be like
•Well organised, with strong project management and problem-solving skills.
•Good communicator – internally and externally to the business.
•Someone that enjoys working with many internal stakeholders to run and improve processes, with more of a focus on overall investment strategy than portfolio management.
•Highly curious and willing to learn and drive projects forward independently.
The knowledge, experience and qualifications you need
•Knowledge of Microsoft Office applications and must have Intermediate Level Experience of Excel.
•Knowledge of Tableau and other data visualisation software.
•Demonstrated expertise in developing and operating Tableau-driven dashboards and analytics.
•Clear and effective communication skills, both written and oral.
The knowledge, experience and qualifications that'll help
•Good organisational and internal communication skills. Able to manage multiple competing workstreams and priorities, keeping colleagues updated.
•Although not required, at least partial completion of either CFA or similar is desirable.
•Wider experience with data visualisation tools (e.g. Power BI) and development software (e.g. Python) is viewed very positively.
•A creative approach to problem solving.
