Client Reporting Analyst

Leverton Search
London, United Kingdom
£35k - £45k
02 Aug 2022
17 Aug 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Key Responsibilities include:
  • 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.
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