Description

Client Business Associate, Client Reporting

Our client, a global investment management firm known for its contrarian, long-term investment philosophy, is looking for a curious and analytical individual to join their Client Reporting team. This is a permanent role based in Central London.

About the Team

The Client Reporting team supports institutional client and consultant relationships by delivering recurring and ad-hoc reporting, analysis, due diligence materials, and data, while supporting Client Managers in ongoing prospecting and servicing efforts. The team builds long-term partnerships with clients who share the firm's values, developing in-depth knowledge of the business, its strategies, and investment approach in order to communicate complex information clearly and in the right context for each audience.

The team supports a global client base, with members based across multiple international locations, and is expected to have a direct impact on institutional client acquisition and retention through exceptional service.

Key Responsibilities

1. Analyse, review, and maintain client reporting materials covering performance, risk measures, portfolio exposures, and fees, ensuring accuracy and consistency
2. Own reporting calculations and methodologies; document data sources, processes, and controls; investigate and resolve discrepancies
3. Analyse large, complex datasets using internal systems to respond to client and internal requests
4. Contribute to and progressively take ownership of cross-regional projects refining client reporting processes
5. Partner with technology and operations teams to design and implement improvements to reporting workflows and automation
6. Prepare client materials including presentations, due diligence questionnaires, and RFP/RFI/DDQ submissions
7. Build strong working relationships across investment, client, operations, legal, compliance, and technology teams

About You

1. Client-centric with strong personal ethics, judgement, and a collaborative mindset
2. Strong analytical skills and attention to detail; able to distil complex matters into clear conclusions
3. Excellent written and verbal communication skills, with the ability to tailor detail and context to different audiences
4. A self-starter who thinks independently and is comfortable respectfully challenging assumptions
5. Growth mindset with a focus on continuous improvement
6. Comfortable working with data and systems, with an interest in developing technical proficiency
7. Strong organisation and prioritisation skills; able to manage recurring deadlines and unplanned requests in a global environment
8. Intellectually curious, with a genuine desire to understand the "why" behind the work

Qualifications & Experience

1. Undergraduate degree with a strong academic record
2. 3-6 years' professional experience in client reporting, investment operations, performance measurement, data analysis, consulting, audit, or a related area of financial services
3. CFA, CPA, CIPM, or progress toward a comparable designation is an asset but not required