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- Tasks: Lead client reporting and support marketing materials for a dynamic hedge fund.
- Company: Join a leading hedge fund with a focus on innovation and client satisfaction.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Make an impact in the finance world while developing your skills in a fast-paced setting.
- Qualifications: 2 years in investment reporting, strong analytical skills, and a proactive attitude.
- Other info: Opportunity to work closely with senior management and enhance your career in finance.
The predicted salary is between 36000 - 60000 £ per year.
Our client is seeking a Client Reporting Associate primarily responsible for leading the client reporting as well as supporting the production and maintenance of marketing materials. The role reports to the Head of Investor Relations and the Head of Sales and will be working with one other marketeer.
Duties & Responsibilities:
- Leading client reporting (80% of the role):
- Monthly production / review of bespoke Hedge Fund portfolio reports
- Monthly review of the fund newsletters and reports
- Regular reviews and maintenance of consultant databases
- Maintenance of the distribution list
- Production of reporting stats on client interactions from the materials sent out
The role requires:
- Minimum 2 years experience in a reporting role in Investments (HF preferred)
- A self-starter who has a ‘can-do’ attitude, can quickly analyse internal and external requirements and focus on managing often challenging delivery expectations.
- Degree level education preferred.
- Strong financial background with relevant experience in a process driven environment.
- Working knowledge and experience of the investment industry, preferably with an understanding of Hedge Funds and/or alternative UCITS strategies.
- A strong effective communicator who is able to develop and maintain relationships with the senior management team and internal teams.
- A proactive and flexible team player with effective interpersonal skills.
- An independent thinker with a high level of integrity.
- Excellent organisational and time management skills with a proven ability to prioritise efficiently.
- Strong analytical/numeracy skills and effective writing capability.
- Lateral thinker with an ability to continuously improve methods, approaches and departmental contribution.
- Proficiency in Microsoft Office programs with PowerPoint (advanced), Word (intermediate), Excel (intermediate) and Outlook as a pre-requisite, plus an aptitude for working with proprietary systems.
- Experience in introducing automation to help streamline processes is a bonus.
Hedge Fund Client Reporting Associate in City of London employer: Ramsey Portia
Contact Detail:
Ramsey Portia Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hedge Fund Client Reporting Associate in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work with hedge funds. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of hedge funds and client reporting. We recommend creating a cheat sheet of key terms and concepts to help you shine when discussing your experience and skills.
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to discuss specific examples where you've used your analytical abilities to solve problems or improve processes. This will demonstrate your fit for the role.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Hedge Fund Client Reporting Associate in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Hedge Fund Client Reporting Associate role. Highlight your relevant experience in reporting and investments, especially if you've worked with hedge funds before. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your achievements in client reporting and how you’ve tackled challenges in previous positions. We love a good story!
Show Off Your Analytical Skills: Since this role requires strong analytical and numeracy skills, don’t shy away from showcasing these in your application. Mention any tools or methods you've used to analyse data effectively. We’re keen to see how you can contribute to our reporting processes!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Ramsey Portia
✨Know Your Numbers
As a Hedge Fund Client Reporting Associate, you'll be dealing with a lot of data. Brush up on your financial knowledge and be ready to discuss specific metrics or reports you've worked on in the past. This shows you understand the role and can handle the analytical side of things.
✨Showcase Your Communication Skills
Since this role involves liaising with senior management and internal teams, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated complex information in previous roles, especially in reporting contexts.
✨Demonstrate Proactivity
The job description highlights the need for a self-starter. Think of instances where you've taken the initiative to improve processes or solve problems. Be ready to share these examples to illustrate your proactive mindset.
✨Familiarise Yourself with Tools
Make sure you're comfortable with Microsoft Office, especially PowerPoint and Excel. If you've used any proprietary systems or introduced automation in your previous roles, mention that too. It shows you're tech-savvy and ready to hit the ground running.
