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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 teamwork.
- 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: Great opportunity for career growth and to work closely with senior management.
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 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or webinars to meet potential employers and make a lasting impression.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client reporting and hedge funds. We recommend doing mock interviews with friends or using online resources. The more comfortable you are, the better you’ll perform when it counts!
✨Tip Number 3
Showcase your analytical skills! Bring examples of how you've improved reporting processes or contributed to marketing materials in previous roles. We want to see your problem-solving abilities in action, so be ready to discuss specific achievements.
✨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 engage directly with us. Let’s get you that Hedge Fund Client Reporting Associate role!
We think you need these skills to ace Hedge Fund Client Reporting Associate
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 past experiences that demonstrate your analytical skills and ability to manage client expectations. We love a good story!
Show Off Your Communication Skills: As a Client Reporting Associate, strong communication is key. In your application, make sure to showcase your writing capabilities. Whether it's through your CV or cover letter, clarity and professionalism will go a long way in impressing us.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and keen to join our team at StudySmarter!
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 analytical skills and be ready to discuss how you've used data in previous roles. Prepare examples of reports you've created or improved, and be specific about the impact they had.
✨Showcase Your Communication Skills
This role requires strong communication abilities, so practice articulating your thoughts clearly. Think about times when you successfully communicated complex information to different stakeholders. Be prepared to demonstrate how you can build relationships with senior management and internal teams.
✨Demonstrate Your Proactivity
The job description highlights the need for a self-starter with a 'can-do' attitude. Come prepared with examples of how you've taken initiative in past roles, whether it was streamlining a reporting process or introducing automation. Show them you're someone who doesn't wait to be told what to do!
✨Familiarise Yourself with Hedge Funds
Make sure you have a solid understanding of hedge funds and alternative UCITS strategies. Research current trends in the investment industry and be ready to discuss how they might impact client reporting. This will show that you're not just qualified but also genuinely interested in the field.
