Client Reporting Analyst, Asset Management
This is a high profiled Client Reporting role requiring a good grounding of Performance Measurement to act as a subject matter expert across the firm and to oversee the production of performance & accounting data provided by third party administrators.
Our client, is a top performing asset manager experiencing phenomenal growth. A newly Client Reporting role has arisen as part of a large strategic change programme and increasing workloads.
This is a high profiled Client Reporting role requiring a good grounding of Performance Measurement to act as a subject matter expert across the firm and to oversee the production of performance & accounting data provided by third party administrators. It is essential that candidates are coming from a strong client reporting production background to add value to the implementation of a new client reporting system as well as evolving bespoke client reports. Strong technical fund performance knowledge and first class communication skills are essential to support and provide ad hoc reporting for the front office and senior stakeholders such as at board level including the CEO and COO. This role will join a fast growing, but small oversight team and will deputise the team manager requiring prior experience of preparing quarterly fund reporting for investors, stakeholders, boards and prospective clients. There will be opportunities to contribute to high profiled projects such as system migrations particularly for client reporting systems.
It is client reporting specialists will come from an asset management firm with a good working knowledge of financial markets and products to include index selection, stock categorisation, benchmarks and comparators. Previous experience of both in-house and outsourced reporting production models is preferred.
Candidates will be degree educated, must come from an asset management environment within a similar role and will ideally hold professional qualifications such as IMC to be considered.