Client Reporting Associate

Our client, a highly respected multi award winning, boutique asset & wealth manager is looking to add to their Client Reporting team by hiring a motivated individual with 2-3 years of client reporting experience. The successful candidate will play an integral part in contributing to the delivery of high-quality reporting and support the continued evolution of the reporting capabilities.

Roles & Responsibilities

This is a business-focused role that works closely with customer-facing teams, investment specialists and operational stakeholders to ensure clients receive accurate, timely and informative reporting.

• Support the Client Reporting Manager in the delivery of print and digital reporting to a broad client base.
• Assist in the maintenance, enhancement and ongoing governance of the client reporting platform.
• Produce bespoke client reporting and coordinate requirements with the Private Office team and other stakeholders.
• Collaborate with teams across the business, including the Investment Team, to develop new reporting solutions and improve existing outputs.
• Monitor and maintain awareness of relevant regulatory and client reporting requirements.
• Ensure all fund and client reporting is produced accurately and delivered within agreed timescales.
• Support continuous improvement initiatives, identifying opportunities to enhance reporting processes and client outcomes.
• Build strong working relationships with stakeholders across the business to support reporting requirements effectively.

Experience & Qualifications

• Experience within client reporting, investment reporting, wealth management, asset management or a related financial services environment.
• Experience working with internal and external stakeholders across multiple business functions.
• Experience delivering reporting outputs to tight deadlines while maintaining a high degree of accuracy.
• Good understanding of investment products, portfolios and client reporting requirements.
• Experience producing bespoke client reporting and client communications.
• Understanding of regulatory reporting requirements within wealth or asset management.
• Strong attention to detail and commitment to accuracy.
• Excellent organisational, planning and time-management skills.
• Ability to prioritise workloads effectively and manage competing deadlines.

To hear more about this exciting opportunity, please contact Alex Brown on 020 7847 8878 or email [email protected]

Ref: AB1370823

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.