Client Reporting Manager - eFinancialCareers

To be responsible for all materials created for clients and prospects and build a scalable function to support a growing investment management firm.

Key duties and responsibilities will include:

1. Oversee and deliver the end-to-end creation and distribution of all client reports on a monthly, quarterly and ad-hoc basis. This includes dividend information, attribution,
2. Deliver prospects with required information of the firm’s products this includes including database, RFP, DDQ and pitchbook population and ad-hoc requests
3. Marketing materials information creation and population
4. Deliver the reporting model including technology deployment
5. Manage and lead internal stakeholders to deliver this service
6. Work alongside portfolio managers, investment operations, IT, and compliance to gather necessary portfolio data and streamline workflows
7. Maintain and expand investment and portfolio knowledge
8. Ensure the accuracy of the all data including investment performance metrics and market commentary before reports are released.

Additional activities/skills:

1. Data management
2. Commentary writing
3. Relationship building and stakeholder management
4. Strong communication and organisational skills
5. Working knowledge of investments
6. Self-starter with exceptional attention to detail