At a Glance
- Tasks: Manage client reporting, data updates, and create impactful presentations.
- Company: Leading Global Asset Management firm with a strong culture.
- Benefits: Competitive salary, attractive bonuses, and professional growth opportunities.
- Other info: Dynamic role with opportunities for automation and process improvement.
- Why this job: Join a respected firm and make a real impact in financial services.
- Qualifications: 5+ years in Financial Services, strong presentation skills, and data management experience.
The predicted salary is between 60000 - 75000 £ per year.
Our client is a leading Global Asset Management firm, renowned for their culture and dedicated approach. Due to continued success, they are now seeking a skilled Client Reporting Specialist to join their dedicated team on a permanent basis. Reporting directly to the Head of Marketing, the Client Reporting Specialist will take on the following dynamic responsibilities:
- Ensure routine content and data updates, maintaining compliance with financial regulations.
- Handle diverse investment-related data sets efficiently.
- Develop custom presentations swiftly for client meetings, events, and webinars, collaborating closely with stakeholders.
- Focus on implementing scalable solutions in automation and process improvement.
The ideal candidate for this role will possess the following skillset:
- 5+ years of experience within the Financial Services, preferably Asset Management.
- Experience creating and managing presentations.
- Comfortable working with extensive data and charts.
- Experience with Seismic or similar content management tool.
This presents a remarkable opportunity for an ambitious professional to make a substantial impact within a respected Wealth Management firm. The company offers a competitive compensation package, including an attractive bonus structure and ample room for professional growth. If your experience resonates with the outlined criteria, please submit your CV for consideration.
Client Reporting Specialist - Data, Dashboards & Automation employer: Mason Blake
As a leading Global Asset Management firm, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to excel. Our commitment to professional development is evident through tailored growth opportunities and a competitive compensation package, including an attractive bonus structure. Joining our team as a Client Reporting Specialist means being part of a dynamic environment where your contributions directly impact our success and the satisfaction of our clients.
