Client Reporting Associate

  • £50,000 + bonus + pension
  • London, England, United Kingdom
  • Contract, Full time
  • Non-disclosed
  • 22 Sep 16

My Client is a well-known Global Asset Manager currently looking to expand the client reporting and factsheet team. We are searching for an experienced client reporting individual from a highly regarded Asset Manager to join the business.

The Role:

  • Co-ordinate the production of weekly, monthly and quarterly client reports
  • Co-ordinate/produce quarterly client specific reports, marketing review documents and institutional sales aids.
  • Maintain communication logs for the factsheet process.
  • Co-ordinate the monthly fund commentary process using the SharePoint fund commentary system.
  • Liaise with external translators for monthly commentary translations and ad hoc requests.
  • Ongoing project management of all factsheets and ad hoc projects i.e. understand scope for improved processes, delivery times and automate areas still carried out manually.
  • Interface with a range of departments in respect of completion of factsheets/answer any queries arising.
  • Checking of other team members’ work.
  • Other ad-hoc duties, e.g. filing, archiving, sending PDF’s to platforms, answering queries from internal clients.

The Candidate:

  • At least 2-3 years’ experience within Asset Management
  • Ideally some management experience
  • Previous experience of producing client reports
  • Ideally degree educated and/or IMC
  • Good product knowledge
  • Strong analytical skills

Please forward CV and we will be in touch with relevant candidates.