Client Reporting Associate

Competitive | London | Contract

IQ Talent Solutions

Posted 22 days ago

IQ Talent Solutions

Keywords: Client Reporting, Investment Strategies, Investment Management

Client Reporting Associate

Investment Management

My client is a leading Investment Management business looking to hire a Client Reporting Associate to work within a team of client reporting professionals with an emphasis on building out the team's relationships with various Insight stakeholders including senior members of staff.

The Client Reporting Associate will be expected to be a part of the tailored client reporting process which includes the following:

* Accurate and timely production of the team's regular monthly and quarterly Client Reporting requirements
* Ensure that queries are investigated appropriately and resolved within specified timeframes.
* Attend regular pre-meets with Client Directors, Solution Specialists, and other stakeholders where fast-paced changing requirements must be understood and acted upon by tight deadlines
* Gain an understanding of the underlying LDI and Fixed Income portfolios and strategies that are being reported on, to better understand and communicate reporting requirements

The successful Client Reporting Associate will possess:

* The ability to build and maintain strong stakeholder relationships.
* Strong team player with excellent communication skills.
* Excellent organisational skills, proven ability to multitask and prioritise with good attention to detail
* Operates with professionalism, honesty, and integrity at all times.
* Ability to seek improvements in generation of reporting packs
* Document and train other team members on core activities
* Strong systems skills to include the Microsoft Office suite, specifically Excel and PowerPoint.
* Educated to degree level, or equivalent work experience is desirable.

Please get in touch for more details.

InterQuest Group is acting as an employment agency for this vacancy. InterQuest Group is an equal opportunities employer and we welcome applications from all suitably qualified persons regardless of age, disability, gender, religion/belief, race, marriage, civil partnership, pregnancy, maternity, sex or sexual orientation. Please make us aware if you require any reasonable adjustments throughout the recruitment process.

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