Salary £40,000 - £45,000 per annum
Consultant Emma Zerle
Date posted 13 June 20192019-06-13 2019-07-13 banking London London GB GBP 40000 45000 45000 YEAR Robert Walters https://www.robertwalters.co.uk https://www.robertwalters.co.uk/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png
This is an exciting opportunity to join an Asset Management firm within Client Reporting. Looking for individuals with roughly 1yrs experience in a Client Reporting role to come and get exposure to a number of different products. Please note, role is based in London.
› Ensure the production, validation and distribution of investment reports, client performance reviews and a range of marketing materials;
› Proactively manage communication with Portfolio and Client Relationship Managers with regard to report specifications, deadlines & quality;
› With an eye for detail, undertake data quality checks and consistency checks between data, text and fund manager commentary and propose improvements to associated procedures.
› Respond appropriately to client queries concerning any aspect of report delivery and content.
› Undertake analysis and implementation of reporting requests from Sales, Marketing and Client Relationship Managers, utilising business analysis and IT skills where appropriate;
› Contribute to wider project activities within the Reporting unit.
› Graduate degree in Finance and/or IMC/CAIA/CFA qualification preferred
› Approximately one year experience in a similar reporting role, ideally with another asset management firm
› Strong sense of deference to both internal and external client sensitivities; i.e. client service oriented
› Finely tuned sense of attention to detail and quality, with courage to politely challenge work of others
› Wide exposure across a range of asset classes
› Competent in the use of Excel and PowerPoint
› Additional European languages beneficial, but not essential