Client Reporting Analyst Client Reporting Analyst …

LMA
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
50K-55K
LMA
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
50K-55K
The client is a Mayfair based Multi-Billion Dollar Alternative Investment Hedge Fund.

Summary of Role Responsibilities:

  • Work with the investor relations team and product specialists who provide information and expertise on the firm’s strategies and funds.
  • Assist with building and editing client materials including presentations as well as updating existing materials.
  • Assist with regular fund reporting as well as ad-hoc investor requests.
  • Identify and assist with tailoring materials to reflect the current market environment. 
  • Create, format and maintain documents, graphics and visuals in line with the firm’s standards.
  • Interface and develop strong relationships with internal stakeholders including product specialists, compliance, legal, risk and product control.
  • Liaise with global compliance to ensure marketing materials and presentations meet regulatory requirements.
  • Work efficiently and effectively, streamline processes where possible.
  • Ensure accuracy and consistency of data and other information across all materials

 

Candidate Criteria:

  •  Bachelor’s Degree from an accredited university preferably in a related field (economics, finance, accounting or marketing).
  • CFA and/or CAIA a plus but not required
  • 2-3 years’ experience in financial markets and/or financial services sector within a client service or reporting role 
  • Proven ability to apply judgement and edit language relating to financial markets and trading strategies.
  • Experience with producing high quality client presentations.
  • Knowledge and experience of working with global compliance to ensure materials meet global regulatory requirements.
  • Demonstrated experience working in a team environment with multiple tasks and managing deliverables to ensure strict deadlines are meet.
  • Proven analytical and problem solving skills
  • Strong Excel skills (some programming experience ideal)
Close
Loading...