Our client, a highly respected multi award winning, boutique asset & wealth manager is looking to add to their Client Reporting team by hiring a motivated individual with 2-3 years of client reporting experience.
This is a business-focused role that works closely with customer-facing teams, investment specialists and operational stakeholders to ensure clients receive accurate, timely and informative reporting.
Support the Client Reporting Manager in the delivery of print and digital reporting to a broad client base.
Assist in the maintenance, enhancement and ongoing governance of the client reporting platform.
Produce bespoke client reporting and coordinate requirements with the Private Office team and other stakeholders.
Collaborate with teams across the business, including the Investment Team, to develop new reporting solutions and improve existing outputs.
Monitor and maintain awareness of relevant regulatory and client reporting requirements.
Ensure all fund and client reporting is produced accurately and delivered within agreed timescales.
Support continuous improvement initiatives, identifying opportunities to enhance reporting processes and client outcomes.
Build strong working relationships with stakeholders across the business to support reporting requirements effectively.
Experience & Qualifications
Experience within client reporting, investment reporting, wealth management, asset management or a related financial services environment.
Experience working with internal and external stakeholders across multiple business functions.
Experience delivering reporting outputs to tight deadlines while maintaining a high degree of accuracy.
Good understanding of investment products, portfolios and client reporting requirements.
Experience producing bespoke client reporting and client communications.
Understanding of regulatory reporting requirements within wealth or asset management.
Strong attention to detail and commitment to accuracy.
Excellent organisational, planning and time-management skills.
Ability to prioritise workloads effectively and manage competing deadlines.
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Client Reporting Associate in City of London employer: Meredith Brown Associates
Join a prestigious investment firm that values excellence and innovation, offering a dynamic work environment in the heart of the financial district. With competitive salaries, comprehensive benefits, and a strong focus on employee development, this role as a Trade & Treasury Operations Principal provides an opportunity to grow within a global team dedicated to operational efficiency and client satisfaction. Experience a culture that promotes collaboration and rewards initiative, making it an ideal place for professionals seeking meaningful and impactful careers.
