Client Reporting Associate

Job Summary

We are looking for a talented and highly motivated individual to join the Client Reporting team. The candidate will assist with the preparation of regular reporting and presentations alongside implementing tactical and strategic process improvements. The successful candidate will be able to show examples of creativity, be encouraged to use their initiative and be eager to learn about Winton’s business and the wider industry.

Winton is a global investment management and data science company. Founded in 1997 by its CEO David Harding, Winton’s business is grounded in the belief that the scientific method can be profitably applied to the field of investing. The firm aims to help savers and institutional clients meet their investing goals by building intelligent, long-term investment systems that evolve as markets change.  Winton employs more than 400 people in nine offices around the world and manages approximately $30 billion of assets for many of the world’s largest pension funds, sovereign wealth funds, banks and fund platforms.

The Client Reporting team sits within the wider Investment Solutions department, and is responsible for the preparation and dissemination of materials to Winton’s global client base. The team works collaboratively across multiple business units to provide accurate and timely reporting, presentations and bespoke analytics. 

We are looking for a talented and highly motivated individual to join the Client Reporting team. The candidate will assist with the preparation of regular reporting and presentations alongside implementing tactical and strategic process improvements. The successful candidate will be able to show examples of creativity, be encouraged to use their initiative and be eager to learn about Winton’s business and the wider industry.

Responsibilities

  • Develop and produce reports on performance and risk metrics
  • Develop customised documents and presentations to answer client specific requests, liaising with and forming effective relationships with other business units at Winton where appropriate
  • Act as contact within Investment Solutions for quantitative data associated with Winton’s products
  • Address client queries by providing timely, accurate and relevant information
  • Conduct internal market research and provide regular management information where appropriate
  • Work closely with technology to develop and integrate the latest technologies that facilitate process improvements and ensure material is produced to the highest standard.
  • Take a lead role in projects within the function, team or wider business, presenting to senior management where appropriate
  • Active use of CRM and the development of business intelligence dashboards

Requirements

  • Strong communication skills
  • Capable of managing multiple time sensitive tasks whilst maintaining a high level of attention to detail and accuracy
  • Excellent organisation skills demonstrating the ability to handle pressure and work in a fast-paced environment
  • Advanced Microsoft Office is essential
  • Understanding of risk management techniques, derivative instruments and quantitative methods
  • Technical experience in SQL, VBA and Business Intelligence dashboards is preferable