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Client Reporting Associate

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Salary £40k to £55k
Type Permanent
Location London
Sector Wealth & Asset Management
Job Reference T8/KH/25735
Contact Kirsty Pineger
Date posted 04-04-2017

We are working with a prestigious Investment Management firm to recruit an experienced Client Reporting Associate for their London team. This is a leading firm, well-respected for the support and investment it makes in its employees, looking for an ambitious candidate to be responsible for investment reporting and design and delivery of client meetings materials.

Key Responsibilities

• Liaise with the client management team and others to produce and maintain tailored reporting
• Design reports personalised to individual clients for every meeting
• Produce and manage reports using MS Excel, PowerPoint and others, as required
• Liaise with senior management to produce bespoke and accurate reporting
• Ensure optimal reporting through contributing to process improvement
• Participate in strategic client reporting projects

Skills and Expertise

• Previous Client Reporting experience from an Asset Management background
• Thorough understanding of the Investment Management space (derivatives, performance, data management, valuation etc)
• Educated to University degree level or equivalent
• Proven ability to master Excel, Powerpoint and other MS applications
• Proven senior stakeholder management experience

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Contact Kirsty about this job

Director, Wealth & Asset Management