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Director, Wealth & Asset Management
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|Sector||Wealth & Asset Management|
We are now recruiting for Client Reporting Associates on behalf of a well know Alternatives house.
As a Client Reporting Associate, you will be responsible for providing clients, along with various stakeholders around the business, with performance reports that create ease and transparency.
These roles would be great for someone who is looking to take the next step with their career and can offer some attractive benefits which you would expect working for an international Asset Manager.
Your responsibilities as a Client Reporting Associate will include:
Complete all allocated reporting deliverables accurately and on time
Preparation of ad hoc clients requests (client updates, cash flow forecasts etc.)
Effectively communicate with stakeholders to ensure reports are delivered as expected
Adopt appropriate controls, process documentation, cross training and process improvement to reduce errors
Assist with the automated reporting processes and content
Build database queries to be rolled out across the team/business.
On-going maintenance and development of online client reporting
Attention to detail matched with analytical skills
Very good Microsoft office and Excel skills
Experience within the Financial Sector is required. Desirably within a similar, high pace role
Ability to complete work under own management
Good organizational skills.
Client Reporting experience desirable
GCSEs in Maths and English and A levels (or equivalent) are essential
Degree or equivalent education would be desirable
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