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Client Reporting Associate

  • Job type: Permanent
  • Location: London
  • Salary: Competitive
  • Job reference: 324153/003_1533057537
  • Sector: Asset Management, Selby Jennings
  • Date posted: 31/07/2018

Primary Responsibilities of The Client Reporting Associate:

  • Understand the firm's global fixed income strategies with requisite depth to be able to develop client reports, client presentations, commentary, client portfolio review decks and pitch books
  • RFP, RFI and DDQ production
  • Assist the team to deliver on all global clients analytics reporting requirements in accordance with established investment management agreements (IMAs)
  • Function as point of contact for data regarding portfolio exposures and summary statistics and deliver accurate and timely responses
  • Participate in the creation of analysis and presentations for key initiatives, including but not limited to fund launches, RFPs, client due diligence and investor summits
  • Participate in firm wide, client service related strategic initiatives

Relevant Experience:

  • Bachelor's Degree in Finance, Business, Science, Math preferred
  • 3+ years post-graduate experience in asset management
  • Additional qualifications, currently studying or a desire to obtain IMC, CFA
  • Knowledge of financial markets, fixed income, interest in investment strategies and security analysis
  • Fixed income experience highly desirable
  • Advanced Excel and PowerPoint skills required
  • Experience in the development and construction of formula-driven spreadsheets
  • Analytical and comfortable working with and interpreting statistics and fixed income market data
  • Prior experience building marketing presentations
  • Ability to communicate effectively with subject matter experts, incorporate edits based on instructions from investment, sales and legal teams
  • Highly motivated team-player with a desire to work on a wide range of projects, collaborative and entrepreneurial spirit
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