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This is an ideal opportunity for candidates with 4-6 years' experience within client reporting.
Working to support the Investment Managers, the SeniorClient Reporting Analyst will be involved in the following duties:
Producing high quality, accurate, and timely reporting for private clients and UHNW clients
Updating and fact checking monthly and quarterly generic reporting materials, fund profiles and monthly commentaries
Production of tax reports and ad hoc performance reports
Complying new or changing fund materials
Ensuring production controls work and team members use them properly
Drafting and maintaining procedure documents for all reporting processes, making sure best practice is established and followed
Supporting the Investment Managers with reporting duties in line with tight deadlines
Contributing to various projects across a variety of client reporting initiatives
The Senior Client Reporting Analyst should have the following skill set:
Excellent abilities on Microsoft Excel
Strong attention to detail
Has previously worked in a role which requires meeting tight deadlines
Holds the IMC or is working towards the IMC (or equivalent)
4-6 years' experience in Client Reporting, Performance Reporting or Data Reporting within wealth management or investment management
Client-centric by nature: understands business needs are driven by client requirements
This is an exciting opportunity to join a growing wealth management house in a role which gives direct access to Investment Managers. If you believe your background meets the criteria, please apply with a copy of your CV.
"Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age."