Marketing Factsheets Production Manager - Asset Management

  • GBP40000 - GBP50000 per annum + discretionary bonus, benefits
  • London, England, United Kingdom
  • Permanent, Full time
  • Morgan McKinley
  • 23 Sep 16

This is an exciting opportunity to join a well-known institutional Asset Management firm based in the West End. This role plays a pivotal part in the Marketing and Client Reporting team acting as the Fund Reporting Marketing Manager. This is an exciting and varied role in a growing team and offers a wealth of progression and fantastic career opportunities.

This is an exciting opportunity to join a well-known institutional Asset Management firm based in the West End. This role plays a pivotal part in the Marketing and Client Reporting team acting as the Fund Reporting Marketing Manager. This is an exciting and varied role in a growing team and offers a wealth of progression and fantastic career opportunities.

Client Reporting/Factsheets Manager's key responsibilities:

  • Preparation of monthly and quarterly fund fact sheets and reporting materials for a range of products, both traditional and alternatives, and client types.
  • Manage any language translation projects to ensure all investment reports are accessible to local clients
  • Enhance the reputation of the business by distributing fund data to group companies and ensure content is compliant and accurate.
  • Sourcing and formatting data for outsourced production and internal department use.
  • Maintenance of all sales support materials including maintenance of Key Investor Information Documents (KIIDs)
  • Creation and ownership of wider marketing literature such as bid/offer spreads and fund charge sheets
  • Assist the team in developing the business model to optimise delivery and identify new channels for future growth.
  • Communicate and negotiate with senior portfolio managers and key stakeholders on a regular basis.
  • Assist the team on any ad hoc tasks.

Client Reporting/Factsheets Manager's key skills, qualifications and experience:

  • Experience in an asset management firm in a similar role, or wider investment management experience either in-house or at a Data Publication organisation.
  • Fund reporting experience. Needing to be hands on day to day with experience of Fund Databases and use of Morningstar and Lipper
  • Ability to analyse and review fund data, and deliver clear and concise reports for internal and external review
  • Mastery of Microsoft Office, particularly MS Word and Excel.
  • Attentive to detail, organised and client-focused individual who takes pride in their work and can work well both individually and as part of a larger team.


Associated salary: £35,000-42,000 P.A. + benefits + discretionary bonus

Morgan McKinley is acting as an Employment Agency in relation to this vacancy.