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- Tasks: Manage client reporting and enhance service delivery through effective communication.
- Company: Join a leading UK-focused multi-asset wealth manager with a client-centric approach.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Kickstart your career in investment management and make a real impact on client engagement.
- Qualifications: Strong communication skills and attention to detail; experience in asset management is a plus.
- Other info: Great opportunity for recent graduates or early-career professionals looking to grow.
The predicted salary is between 28800 - 48000 £ per year.
We’re partnering with a UK-focused, multi-asset wealth manager to find a professional, client‑centric individual to join their Distribution team. This is an excellent opportunity for a recent graduate who has completed a placement year within investment management or professional services, or for someone in the early stages of their career who is keen to develop within a leading investment business.
We’re looking for someone with strong communication skills and exceptional attention to detail, as this role is focused on both reporting and client engagement. As an Associate, you’ll support the delivery of high‑quality client service by managing communications, maintaining detailed reports, and assisting with a range of distribution activities.
Key responsibilities include:
- Managing the full client reporting cycle—from creation through to distribution
- Responding to client queries via phone and email in a timely and professional manner
- Identifying client needs and opportunities to enhance service delivery
- Supporting the Head of Distribution in producing Consumer Duty reporting
The ideal candidate will bring:
- Up to 3 years of relevant experience in asset management or professional services
- Proficiency in Microsoft Office, with a willingness to learn tools such as InDesign, HubSpot, Morningstar, FactSet, Thinkfolio and Bloomberg Terminal
- Strong execution skills, excellent attention to detail, and data‑driven insight capabilities
- A proactive, organised, and deadline‑driven approach
- The ability to work independently and collaboratively within a team
Please note that visa sponsorship is not available for this position.
Client Reporting/RFP Analyst employer: Berkeley Croft
Contact Detail:
Berkeley Croft Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Reporting/RFP Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the hunt for a role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to client reporting and engagement. We recommend using the STAR method to structure your answers, showcasing your skills and experiences effectively.
✨Tip Number 3
Showcase your attention to detail! During interviews, be ready to discuss specific examples where your meticulous nature made a difference in your previous roles or projects.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Client Reporting/RFP Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Reporting/RFP Analyst role. Highlight any relevant experience, especially in asset management or professional services, and showcase your strong communication skills and attention to detail.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with the responsibilities. Don’t forget to mention your proactive approach and willingness to learn new tools.
Showcase Your Skills: Be sure to highlight your proficiency in Microsoft Office and any other relevant software. If you have experience with tools like InDesign or Bloomberg Terminal, make it known! We love candidates who are eager to expand their skill set.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s straightforward and ensures your application goes directly to us. Plus, we can’t wait to see what you bring to the table!
How to prepare for a job interview at Berkeley Croft
✨Know Your Client Reporting Cycle
Make sure you understand the full client reporting cycle, as this role heavily revolves around it. Brush up on how reports are created and distributed, and be ready to discuss your experience or knowledge in managing similar processes.
✨Showcase Your Communication Skills
Since strong communication is key for this position, prepare examples of how you've effectively communicated with clients or team members in the past. Think about times when you resolved queries or enhanced service delivery through clear communication.
✨Demonstrate Attention to Detail
This role requires exceptional attention to detail, so be prepared to discuss how you ensure accuracy in your work. You might want to bring examples of reports or projects where your meticulousness made a difference.
✨Familiarise Yourself with Relevant Tools
While proficiency in Microsoft Office is essential, showing a willingness to learn tools like InDesign or Bloomberg Terminal can set you apart. Do a bit of research on these tools and be ready to express your eagerness to learn and adapt.
