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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 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 London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their client reporting processes and think of ways you can contribute. We want you to show them you’re not just another candidate, but the perfect fit for their team!
✨Tip Number 3
Practice makes perfect! Get a friend to do mock interviews with you. Focus on articulating your experience in reporting and how it aligns with the role. We want you to feel confident and ready to impress when the real deal comes along.
✨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 familiar names pop up, so make sure you let us know you’re interested in joining the team!
We think you need these skills to ace Hedge Fund Client Reporting Associate in 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 client reporting and any specific skills that match the job description. We want to see how you can bring your unique flair to our team!
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 your passion for the investment industry and how your previous experiences have prepared you for this position. We love a good story!
Show Off Your Analytical Skills: Since this role requires strong analytical skills, don’t shy away from showcasing them in your application. Mention specific examples where you've successfully analysed data or improved processes. We’re all about those numbers and insights!
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 don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Ramsey Portia
✨Know Your Numbers
Brush up on your financial knowledge, especially around Hedge Funds and alternative UCITS strategies. Be prepared to discuss specific metrics or reports you've worked on in the past, as this will show your analytical skills and familiarity with the industry.
✨Showcase Your Communication Skills
Since the 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, and be ready to demonstrate your interpersonal skills during the interview.
✨Demonstrate Your Proactivity
Think of instances where you've taken the initiative to improve processes or reporting methods. Share these examples to highlight your self-starter attitude and ability to manage challenging delivery expectations, which are key for this role.
✨Master Microsoft Office
Ensure you're comfortable with PowerPoint, Word, and Excel, as these tools are essential for the job. Consider preparing a sample report or presentation to showcase your proficiency and creativity in using these programs during the interview.
