Client Reporting Specialist

Competitive | Henley On Thames | Permanent
Posted 5 days ago

Client Reporting Specialist

Our client are seeking a Client Reporting Specialist for an initial 6 month FTC.

Based in Henley 5 days a week.

Will be working in a small team in Henley, also with the wider team in Frankfurt and India.

Will be working with clients and vendors, producing standard reports (fact sheets, KIIDs (Key Investor Information Documents), monthly updates, etc., also producing reporting packs.

Clients also provide templates of the information that they would like (could be about performance, risk, etc.,) and the Client Reporting Specialists populate the templates with the relevant data. The team produces around 7000 to 8000 reports each month; mostly automated.

The data comes from numerous sources, so it’s really important to have a very good eye for detail.

Financial markets experience is preferred, especially asset management if possible. Any asset management exposure across areas such as mutual funds, performance, fund accounting (and client reporting of course!) would be really good.

Must speak fluent English and have excellent communication skills. Most client contact will be by email but there is the occasional need to speak to them over the phone. Good relationship management ability is also a core skill.

Must have strong MS Office.

Please do get in touch today for a full detailed job spec.

For more information about this role, please contact:

Shane Hickmott

shane.hickmott@interquestgroup.com
01892 553247

See Shane Hickmott's jobs
Related Jobs

Data Steward

Competitive | London | Contract

Data Analys - Analytical Our client based in London and or Oxforrdshire within the financial servcies arena require a detailed and heavby data focused Data Analyst tp provide the following...


Full Stack Developer

Competitive | London | Contract

Azure Full Stack Developer * Central London * Initial 12 month contract * Circa £600 - 650 DOE My client, a leading global Asset Management company, based in central London are...


Full Stack Developer C#

Competitive | London | Contract

C# / Full Stack Developer * Central London * Initial 12 month contract * Circa £600 - 650 DOE My client, a leading global Asset Management company, based in central London...