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Job Title Client Reporting Analyst
Opening Date 20-Apr-2021
Closing Date 20-May-2021
Location London
Description

Capula are looking for a Client Reporting Analyst to join our Investor Relations team in London.

Responsibilities

  • Work with the investor relations team and product specialists who provide information and expertise on the firm's strategies and funds
  • Assist with building and editing client materials including presentations as well as updating existing materials
  • Assist with regular fund reporting as well as ad-hoc investor requests
  • Identify and assist with tailoring materials to reflect the current market environment
  • Create, format and maintain documents, graphics and visuals in line with the firm's standards
  • Interface and develop strong relationships with internal stakeholders including product specialists, compliance, legal, risk and product control
  • Liaise with global compliance to ensure marketing materials and presentations meet regulatory requirements
  • Work efficiently and effectively, streamline processes where possible
  • Ensure accuracy and consistency of data and other information across all materials

Education and Qualifications

  • Bachelor's Degree from an accredited university preferably in a related field (economics, finance, accounting or marketing)
  • CFA and/or CAIA a plus but not required

Experience

  • 2-3 years' experience in financial markets and/or financial services sector within a client service or reporting role
  • Proven ability to apply judgement and edit language relating to financial markets and trading strategies
  • Experience with producing high quality client presentations
  • Knowledge and experience of working with global compliance to ensure materials meet global regulatory requirements
  • Demonstrated experience working in a team environment with multiple tasks and managing deliverables to ensure strict deadlines are meet

Skills

  • Exceptional attention to detail and ability to work to the highest standards and levels of accuracy
  • Strong organisational skills and ability to multi-task
  • Ability to be pro-active and pre-empt deliverables
  • Strong English writing skills
  • Strong Excel skills (some programming experience ideal)
  • Proven Word and PowerPoint skills
  • Proven numeracy and quantitative analytical skills
  • Superior verbal and written communication skills, ability to communicate effectively
  • Team player with a client service attitude
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