Graduate Analyst, Reporting

Are you interested in an entry-level graduate role in investment management?

Record Financial Group (Record) is a leading specialist currency and asset manager with $100.9 billion (as of 30 March 2025) in Assets Under Management. Record's services include asset management, currency management, and sustainable finance. Our clients are largely institutional, including pension funds, charities, foundations, endowments, and family offices. The firm was established in 1983.

Record's offices are in London, Zürich, New York, Amsterdam, and Hamburg. We have over 90 staff in our London office. The relevant team is based in London.

Position: Graduate Analyst

Department: Reporting team

Role: Full-time (37.5 hours per week). Tuesdays, Wednesdays, and Thursdays in the London office.

As a Reporting Analyst, you will support the team in providing high-quality reporting on all client portfolios. Responsibilities include:

• Updating databases by collecting and uploading data from various sources.
• Compiling reports for internal use and monthly client reports across all product types.
• Reconciling performance data with third parties by providing supporting documents and information.

• A graduate from a STEM subject with a 2:1 or above.
• Enjoys working with numerical data and problem-solving.
• Proactive with good process and data management skills.
• Diligent, conscientious, and detail-oriented.
• Excellent written and verbal communication skills.
• Curious about software systems and eager to learn new tools.
• Interest or experience in Excel is desirable.

Benefits include bonus scheme (paid twice a year), pension scheme with 11% employer contribution, study support, private medical and dental insurance, life and health insurance, medical assessments, salary sacrifice car scheme, season ticket loan, gym membership, Share Incentive Plan, and uncapped holiday.

Record is committed to diversity and inclusion, promoting a culture of respect and belonging. As a Disability Confident employer, we ensure an accessible recruitment process and are open to discussing reasonable adjustments.