A well-established multi-asset investment manager is keen to hire a Client Reporting Associate to join their London office.
It is a boutique, multi asset fund approaching £5bn AUM. They are looking for someone with a 1-2 years’ relevant experience coming from either an Asset or Wealth Management background. Alternatively, a grad with a degree in either, economics, finance, or accounting. The successful candidate will support the Head of Client Services, who is a great manager and easy to work with.
This person must be smart, mature and have great communication skills. The individual will be responsible for creating reports for investment teams and client, so must have exceptional attention to detail. They are looking for someone who is an expert in Excel and knows how to automate processes on this platform. The individual will be responsible for a breadth of Client Experience functions, including owning the full cycle of client reporting through conception, creation, collation, review, and distribution, CRM database maintenance and development - Microsoft Dynamics and/or Salesforce and, supporting the Head of Distribution Services in the execution of client driven projects.
It is a highly collaborative, family feel environment, with good work-life balance. This role would be perfect for someone who is looking to learn and develop.