Reporting analyst - investment management - up to 125k base salary + bonus

Want to join a well know established investment management firm?

They are looking to add a Reporting / System Analyst to a small, experienced team sitting across investment strategy, data, and analytics.

The role focuses on producing and analyzing portfolio and performance data, while also owning and improving the systems that support that work. You’ll be working across a range of industry tools and data sources, helping turn raw data into something usable for investment, client, and marketing teams. The main systems you will be using are Factset, Bloomberg and Morningstar

They’re open on level and are looking for someone with a blend of investment knowledge and technical capability. Strong Excel skills are important, alongside exposure to tools like SQL, Python, or VBA.

It’s a hands-on role in a lean team, where you’ll balance structured reporting with ad hoc requests and process improvements. The environment suits someone who is detail-oriented, reliable, and comfortable operating under pressure.

Salary is up to $125k \+ an annual bonus.

If you enjoy working with investment data, improving systems, and being close to the business, this is worth a conversation.

No up-to-date resume required.