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Client and Investment Reporting Manager

Mayford James
London, UK
Closing date
23 Jan 2021

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Job Details

The team is responsible for the production of all Client and Investment Reporting ensuring the team provides timely and relevant material to clients within the agreed timeframes. The BAU reporting function is reporting for factsheet production, quarterly review reports, holding reports and reconciliations. It is a very high volume deadline driven team.

Key responsibilities include:

Manage the daily workflow of the team; ensuring delivery of the various reports within the deadlines
Team management; you will be responsible for leading, developing and coaching the team ensuring they are motivated and engaged. You will provide leadership oversight for the day to day global production of client reports, investment product reports for institutional and intermediary clients. Ensuring quality, timeliness and compliance requirements are meet. Working with Senior Management you will establish team objectives, provide directions to ensure that determined goals are achieved and implement strategic initiatives
Take a proactive approach to improving process and various projects
Work with internal colleagues and clients to gather specific client requirements and ensure these are implemented.

To be considered for this role you will have extensive experience in client reporting team from an Investment Management business as either a Manager, Supervisor or a Senior Analyst who has taken on some leadership duties such as training or mentoring and looking to step up. You will have strong knowledge of Funds and the regulatory requirements as well as strong technical skills. You will the ability to coach, develop and motivate a team. Project management experience would be highly beneficial.
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