Client Reporting and Marketing Specialist

The Ocean Partnership has been engaged to recruit an exciting opportunity to join a leading investment management company. This is a fantastic opportunity to be part of a worldwide team.

As the Client Reporting Marketing Specialist, you will work within operations proving excellent standards of client reporting and factsheet delivery.

Our client values diversity in the workplace and welcomes applications from everyone. If you have a disability and need help with the application process please tell us.

Key remits:

• Work closely with the investment team to produce client reports and factsheets for clients
• Support with RFP and RFI's for new/ prospect clients
• Help produce ESG data files to support third party data requests from different parts of the business
• Work along with IT to generate, improve and automate the reporting process
• Support departmental projects, system implementations and enhancements

Experience:

• Proven client reporting, factsheet or RFP experience gained within asset management or similar environment
• Knowledge of Bloomberg and other market data platforms would be advantageous
• High level of Excel
• Degree educated or equivalent

Ocean is a recruitment and inclusion consultancy dedicated to the investments industry. Our mission is to lead the recruitment of diverse talent and champion the adoption of more inclusive working cultures to help the industry innovate.