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The team is responsible for all custom client reports, investment reports, factsheets and pitch books as well as managing regulatory reporting (MiFid11, PRIIPs) and vendor management. Key responsibilities include:
Team management; you will be responsible for leading, developing and coaching the team ensuring they are motivated and engaged. You will provide leadership oversight for the day to day global production of client reports, investment product reports and pitchbooks for institutional and intermediary clients. Ensuring quality, timeliness and compliance requirements are meet. Working with Senior Management you will establish team objectives, provide directions to ensure that determined goals are achieved and implement strategic initiatives
Act as a SME for anything client reporting issues including fund structures, regulatory framework (mifid11, PRIIPS) and transaction cost and charges reporting.
Act as a technical expert on data and technology relating the operational processes
Take a proactive approach to improving process and various projects
Manage and oversee client deliverables of supplier groups include external vendors
To be considered for this role you will have extensive experience in managing a client reporting or performance team from an Investment Manager. You will have strong knowledge of Funds and the regulatory requirements as well as strong technical skills. You will be a proven man manager with the ability to coach, develop and motivate a team. Project management experience would be highly beneficial.