Senior Client Reporting Analyst (12 month FTC)

Jupiter Asset Mgmt; Greater London; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading investment management company in London is seeking a Senior Client Reporting Analyst for a 12-month fixed-term contract. The role involves producing monthly and quarterly client reports, regulatory disclosures, and factsheets. Candidates should have experience in client reporting within asset management and be able to analyze regulatory reporting. The position benefits from a hybrid working model that combines office work and remote flexibility, fostering a healthy work-life balance.

Qualifications

• Experience in a client reporting role within asset management.
• Demonstrable experience in production and analysis of regulatory reporting.
• Ability to review large data sets and identify inconsistencies.

Responsibilities

• Produce monthly and quarterly Segregated client reports.
• Answer ad hoc queries from other teams.
• Involvement in the production of Jupiter’s factsheets.

Skills

Client reporting experience

Regulatory reporting knowledge

Attention to detail

Communication skills

Data analysis

Tools

Morningstar

FE Fundinfo

Factset

Kurtosys

MS Office (Excel, Word, PowerPoint)

Job description

Senior Client Reporting Analyst (12 month FTC) page is loaded## Senior Client Reporting Analyst (12 month FTC)locations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR460The Value of Active Minds**About Jupiter**Jupiter is one of the UK’s leading investment management companies with just under 500 employees and £47.1 billion worth of assets under management (as at 30th June 2025). Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA and APAC.The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground’s Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings.We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home. This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance.**Background**This 12 month fixed term contract role is part of the Client & Fund Reporting Team which supports Pooled and Segregated clients. Key responsibilities of the team are the production of client reports to specified deadlines and in line with internal and regulatory standards, the production of factsheets and answering adhoc queries from other Jupiter teams globally.Reporting also includes the timely, efficient and accurate production of pre-sale regulatory disclosures (e.g. UCITS KIIDs, PRIIPS KIDs, SFDR, PCDs etc.) and post-sale regulatory disclosures / reporting (e.g. DCPT, EMT, EPT, CEPT, FVPT, Solvency II reporting CRR, VAG, GroMikV, Solva KSA etc). The team also ensures Jupiter fund data is shared broadly, accurately and in a timely manner in the marketplace.**Key Responsibilities*** Produce monthly and quarterly Segregated client reports in accordance with IMA and regulatory requirements.* Produce monthly and quarterly fund reports for Pooled Fund investors.* To be involved in the production of Jupiter’s factsheets across all geographical regions in which the company operates.* To be involved in the production and dissemination of pre-sale regulatory disclosures.* To be involved in the dissemination of fund level information to Data vendors / platforms.* Review team processes to ensure ongoing effectiveness and compliance with organisational standards, implement updates and document where appropriate.* Answering ad hoc queries from other teams across all geographical regions.* To build an in-depth knowledge of Jupiter’s product range.**Desired Skills / Experience*** Experience in a client reporting role within asset management.* Demonstrable experience in the production and analysis of regulatory reporting such as EMT, EET, EPT, Solvency II etc, with the ability to interact with 3rd part vendors where necessary.* Understanding of the costs and charges associated with pooled funds and how this impacts regulatory report templates such as EMT, EPT, CTI etc.* Ability to review large data sets and identify potential issues / inconsistencies that may lead to incorrect disclosure of information for Jupiter’s fund range.* Exposure to ESG related reporting including EET, SFDR & TCFD an advantage.* Experience in dealing with 3rd party vendors and platforms.* Ability to liaise with internal stakeholders at all levels.* Relevant system experience – Morningstar, FE Fundinfo, Factset, Kurtosys, MS Office (Excel, Word, Powerpoint) and Aladdin.* An appreciation of industry and best practice for client report content and production processes.* A good understanding of the functions within an investment management firm.* Excellent attention to detail and an ability to look at current processes with a critical eye in order to suggest improvements.* Given the role will mostly likely involve working from home at times, it is vital that the successful candidate possesses excellent communication skills and a positive, proactive, can-do attitude.**Additional Role Details*** This role is subject to the Conduct Rules set by the FCA.Our high-conviction investment approach is fundamental to the way we think, and the way we work. We all understand how we can positively impact our clients. We are team players and success is only possible if we work together.We respect and celebrate different perspectives, and experiences. We are tenacious and create an environment where everyone can do meaningful work for clients, for our business, and for the world around us.We are agile, brave, and work fast. We take accountability and always look for ways to drive greater value for our clients. That means continuously improving and seeking to innovate. We embrace change and challenge convention.We are proud of our journey so far and continually try to find better ways to work and share lessons learnt so that we can be even stronger tomorrow.At Jupiter, we unlock your potential so our clients can achieve theirs.