Head of Client Reporting recruitment

Main duties and responsibilities

In addition to the duties listed below, the successful candidate is expected to undertake such additional or alternative duties as are reasonably consistent with their role and capabilities.

• Help manage the transition and set up of the new reporting team and the automation of all of the business client reporting needs.

• Manage the Client Reporting Team, ensuring workloads are evenly distributed, processes are kept up to date and understood and training is available for new and existing team members as required.

• Act as primary point of contact within the company to deliver and develop client reporting to a high standard.

• Own the relationship with the client reporting provider, and work closely with them and IT to automate the reporting function within the business.

• Manage the production of the newsletters on the business funds ensuring the content and format is accurate and they are delivered to investors within the required deadlines

• Manage the production of bespoke reporting for investors in the funds.

• Manage the production of segregated mandate reporting, sourcing both the investor and accounting detail.

• Provide a point of contact on client reporting needs at the set up of new accounts and help work to prioritise and develop further the reporting we can deliver to clients.

Support the Marketing and Communications team on the overflow on the production of other marketing materials

Experience and person skills required

The successful candidate will have demonstrable experience in:

• Experience of working in Asset Management in a similar type of client reporting role

• Proven client reporting experience within the asset management industry.

• Proven experience of producing high-end institutional segregated client reports that incorporate qualitative and quantitative elements

• Excellent communication skills at all levels and an ability to work within a close knit environment both at team and organisational level

• Ability to work on own initiative and effectively prioritise to meet tight deadlines. The candidate will need to be able to demonstrate an ability to be able to multi-task and to be able to handle the various queries.

• Experience of managing a team. Able to provide feedback on a regular basis and delegate where necessary.

• Strong attention to detail and process driven. Project management skills would be advantageous.

• Ability to work well in a team and under pressure and to influence and persuade at a high level both internally and externally

• Strong technical and data understanding to be able to manage the quality of the reporting.

• Excellent excel, quark (or equivalent) and powerpoint skills. 

• Experience of using an automated client reporting system would also be advantageous.