Insight Investment

Financial Planning and Analysis

• Produce and take ownership of complex, end-to-end tailored client reporting, ensuring accurate and timely delivery
• Manage competing reporting requirements, applying appropriate judgement and prioritisation
• Act as a key point of contact for reporting matters and build strong relationships with stakeholders, including senior management
• Review and challenge reporting outputs and data, proactively identifying and resolving issues
• Develop a strong understanding of client requirements, investment strategies and reporting methodologies
• Identify and drive improvements to reporting processes, controls, automation and efficiency
• Lead or contribute to reporting enhancements, change initiatives and new client requirements
• Maintain strong reporting governance, documentation and controls
• Provide guidance, knowledge sharing and support to less experienced colleagues
• Contribute to process improvements, automation and reporting enhancements
• Build effective stakeholder relationships and share knowledge across the team

Senior Tailored Investment Reporting Associate

• Produce accurate and timely tailored client reporting in line with agreed requirements and deadlines
• Review and validate data, investigate discrepancies and escalate issues where appropriate
• Develop understanding of client requirements, investment strategies and reporting processes
• Perform quality assurance checks to ensure reporting is accurate and complete
• Collaborate with stakeholders to resolve reporting queries and requirements
• Manage multiple deliverables and priorities, highlighting risks or delays appropriately
• Maintain reporting procedures, documentation and controls
• Contribute to process improvements, automation and reporting enhancements
• Build effective stakeholder relationships and share knowledge across the team

Investment Reporting Associate

Engineer

• Take ownership of Microsoft SharePoint Online solutions, document management platforms, Power Platform workflows, and integrations with Salesforce and other enterprise platforms
• Design, develop and maintain SharePoint Online solutions
• Manage site collections, libraries, content types, metadata, governance controls, security, permissions and access models
• Troubleshoot and resolve SharePoint-related production issues
• Maintain SharePoint application registrations, service accounts and integrations
• Develop and enhance solutions using SharePoint Framework (SPFx), PowerShell, Microsoft Graph API, REST APIs, JavaScript/TypeScript and React
• Upgrade and maintain SharePoint Framework solutions
• Support code reviews, deployments and vulnerability remediation activities
• Develop and support Power Automate workflows, Logic Apps, Power Platform integrations and document management automation
• Support integrations between SharePoint, Salesforce and enterprise platforms
• Assist with integration design and troubleshooting with infrastructure and security teams
• Investigate and resolve incidents and service requests
• Support release activities, change implementation, problem management and root cause analysis
• Mentor team members and contribute to platform modernisation and simplification initiatives
• Implement secure coding practices aligned with OWASP, Veracode and CodeQL
• Monitor and optimise system performance using Grafana and other observability tools
• Collaborate using GitHub for version control, CI/CD and code reviews
• Participate in Agile ceremonies and contribute to continuous improvement within Scrum or Kanban frameworks

Senior Tailored Investment Reporting Associate

Investment Reporting Associate

Senior SharePoint Engineer – Contract