Client Reporting Analyst
- Recruiter
- Leverton Search
- Location
- London, United Kingdom
- Salary
- £35k - £45k
- Posted
- 02 Aug 2022
- Closes
- 01 Sep 2022
- Ref
- 16188905
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
Key Responsibilities include:
Candidate Requirements:
We regret that due to the number of applications, we will only be able to respond to succesful candidates.
- Work with the team to complete fund and managed account client reporting each month.
- Project Management, working with key stakeholders to manage and develop end to end reporting processes
- Develop improvements in reporting cycles to provide scale and capacity
- Manage and update consultant database profiles for funds on a monthly basis
- Assist with RFP completion, working with other teams to maintain and review RFP/DDQ responses and answers.
- Manage key stakeholder relationships - internal and external
- Maintain an up to date and working knowledge of regulatory and compliance requirements for client reporting
- Support the business development team and portfolio managers with preparation and follow ups.
Candidate Requirements:
- Demonstrable reporting experience, ideally within Asset Management
- Excellent IT skills
- Positive / can-do attitude
- Understanding of distribution and operations within Asset Management
- Attention to detail and accuracy, and works systematically to meet and maintain standards, and adhere to procedures.
- Good analytical skills, capable of thinking logically, using initiative and systematically able to resolve complex operational problems
- Project management and documentation skills
We regret that due to the number of applications, we will only be able to respond to succesful candidates.