Investment Data Analyst

Location: London

Contract Type: Fixed Term Contract – 12 Months

Work Pattern: Full Time, Hybrid

***Please note, Investment experience is essential for this role.***

About The Role

We are looking for an experienced reporting analyst with advanced Power BI skills and investment knowledge to join our high performing reporting team.

Our vision is to deliver an excellent service to our client by leveraging the latest technology.

This role sits within the Investor Services team of MS Amlin Investment Management Limited (MS AIML), reporting to the Assistant Reporting Manager- MI.

MS AIML is the regulated investment management company of the MS Amlin brand (MSA). MSA is wholly owned by the MS&AD Group. The investment clients of MS AIML include MSA companies and others in the wider MS&AD group. 

What You’ll Spend Your Time Doing

• Transform the way we work by leveraging our new SQL Server data-hub to create reports through Power BI and Excel (using Power Query)
• Assist with the various Change and Onboarding projects within MS AIML, focusing on the production and delivery of Management Information in an automated environment
• Providing solutions to meet the ever evolving client requirements around MI
• Preparation of monthly, quarterly MI reporting and Annual reporting for all clients including head office reporting
• Preparation of the Performance Reporting
• Identifying and resolving data quality issues
• Evaluation of investment related data and timely provision of reports required for the formulation of investment strategy, including examination of asset allocation and performance
• Provide cover for the Regulatory Reporting team as required

You’re Going To Enjoy This Job If You…

• Enjoy working in an environment focused on Change activity
• Are able to plan and organise effectively
• Set yourself high quality standards in the work you produce
• Strive for continuous improvement
• Are experienced in helping automate process
• Are client focused
• Are able to collaborate with others

What We Need From You   

• Advanced Excel and Power BI skills
• Strong knowledge SQL/VBA
• Experience of improving MI processes
• Good understanding of Investment Book of Records (“IBOR”), Performance Measurement (GIPS standard)
• FCA-appropriate qualification for managing investments, e.g. IMC, CFA Level 1 etc
• Strong understanding of investment instruments across multiple asset classes (especially Fixed Income)
• Strong understanding of what “good looks like” from a client perspective relating to MI
• Familiarity with Bloomberg in order to evaluate financial data
• Strong understanding of data management best practice, data governance and quality assurance
• Focus on emerging risks, how to identify and mitigate these

We are stronger together because of our common interests and rich differences. You may be the strength we didn’t know we needed. Believe in yourself, and click apply today!

What Can You Expect From Us?

• Competitive Base Salary
• Performance Related Discretionary Bonus
• Holiday: 28 days core annual leave, and you can buy up to 5 days
• Pension: A minimum 2% employee contribution plus 7% MS Amlin contribution (9%) up to a maximum of 5% employee contribution plus 13% MS Amlin contribution (18%)
• Private Medical: cover for yourself. Family members/dependants can be added
• Flex Fund: £1,000 (pro-rated based on start date) to spend on flexible benefits
• Life Assurance: 5x annualised base salary

Each one of us is unique because of our backgrounds, what we have learned so far and how we express that. Establishing an inclusive attitude helps us, organisationally, to ‘think outside the box’ because it calls on that diverse range of ideas, perspectives and lived experiences.

We commit to continuing our work towards a more diverse and inclusive future by recognising that our business, our teams and every colleague has a part to play in driving the positive change we all want to see.

Our values demonstrate our commitment to providing an environment in which each and every colleague is respected for who they are and what they can contribute to the business, regardless of nationality, race, ethnicity, religion/faith, sexual orientation, gender identity, gender expression, disability, socio-economic background, sex or age.

#LI-Hybrid