Client Reporting Specialist

3 weeks ago


London, United Kingdom Mason Blake Full time

Our client is a leading Global Asset Management firm, renowned for their culture and dedicated approach. Due to continued success, they are now seeking a skilled Client Reporting Specialist to join their dedicated team on a permanent basis.

Reporting directly to the Head of Marketing, the Client Reporting Specialist will take on the following dynamic responsibilities :

  • Ensure routine content and data updates, maintaining compliance with financial regulations.
  • Handle diverse investment-related data sets efficiently.
  • Develop custom presentations swiftly for client meetings, events, and webinars, collaborating closely with stakeholders.
  • Focus on implementing scalable solutions in automation and process improvement.

The ideal candidate for this role will possess the following skillset :

  • 5+ years of experience within the Financial Services, preferably Asset Management.
  • Experience creating and managing presentations.
  • Comfortable working with extensive data and charts.
  • Experience with Seismic or similar content management tool.

This presents a remarkable opportunity for an ambitious professional to make a substantial impact within a respected Wealth Management firm. The company offers a competitive compensation package, including an attractive bonus structure and ample room for professional growth.

If your experience resonates with the outlined criteria, please submit your CV for consideration.

Please note that due to the volume of applications received, we regret that we are unable to respond to each applicant individually.

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.

Apply for this job #J-18808-Ljbffr
  • Client Reporting

    5 days ago


    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Join our client's dynamic and award-winning in-house investment team, which has recently obtained FCA approval and launched an exciting new collective fund range. This development has resulted in the creation of a dual Client Reporting and Middle Office Operations role. With billions under management, our long-established client is based in the heart of the...


  • London, United Kingdom Mason Blake Full time

    Our client is a leading Global Asset Management firm, renowned for their culture and dedicated approach. Due to continued success, they are now seeking a skilled **Client Reporting Specialist** to join their dedicated team on a permanent basis. Reporting directly to the Head of Marketing, the **Client Reporting Specialist** will take on the following...


  • London, United Kingdom Mason Blake Full time

    Our client is a leading Global Asset Management firm, renowned for their culture and dedicated approach. Due to continued success, they are now seeking a skilled Client Reporting Specialist to join their dedicated team on a permanent basis. Reporting directly to the Head of Marketing, the Client Reporting Specialist will take on the following dynamic...


  • London, United Kingdom Mason Blake Full time

    Our client is a leading Global Asset Management firm, renowned for their culture and dedicated approach. Due to continued success, they are now seeking a skilled Client Reporting Specialist to join their dedicated team on a permanent basis. Reporting directly to the Head of Marketing, the Client Reporting Specialist will take on the following dynamic ...


  • London, United Kingdom Mason Blake Full time

    Our client is a leading Global Asset Management firm, renowned for their culture and dedicated approach. Due to continued success, they are now seeking a skilled Client Reporting Specialist to join their dedicated team on a permanent basis. Reporting directly to the Head of Marketing, the Client Reporting Specialist will take on the following dynamic ...


  • London, Greater London, United Kingdom Mason Blake Full time

    Our client is a leading Global Asset Management firm, renowned for their culture and dedicated approach. Due to continued success, they are now seeking a skilled Client Reporting Specialist to join their dedicated team on a permanent basis. Reporting directly to the Head of Marketing, the Client Reporting Specialist will take on the following dynamic ...


  • London, United Kingdom M&G plc Full time

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...


  • London, United Kingdom M&G plc Full time

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...


  • London, United Kingdom M&G Full time

    We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role. Client Reporting Specialist The Role: The Investment Reporting Services (IRS) Function is responsible for collating and distributing investment data to our...


  • London, United Kingdom M&G Full time

    We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role. Client Reporting Specialist The Role: The Investment Reporting Services (IRS) Function is responsible for collating and distributing investment data to our...


  • London, United Kingdom eFinancialCareers Full time

    The Ocean Partnership has been engaged to recruit an exciting opportunity to join a leading investment management company. This is a fantastic opportunity to be part of a worldwide team. As the Client Reporting Marketing Specialist, you will work within operations proving excellent standards of client reporting and factsheet delivery. **Key remits**: -...


  • London, Greater London, United Kingdom eFinancialCareers Full time

    The Ocean Partnership has been engaged to recruit an exciting opportunity to join a leading investment management company. This is a fantastic opportunity to be part of a worldwide team.As the Client Reporting Marketing Specialist, you will work within operations proving excellent standards of client reporting and factsheet delivery.Key remits: Work closely...


  • London, United Kingdom Hays Specialist Recruitment Limited Full time

    Leading European Bank | London | Hybrid | £80-85k + bonus + benefits | Permanent Job **Your new company** This leading European banking group with an international reach is looking for someone to join their UK Regulatory Reporting team on a permanent basis. You will be joining a globally recognised brand in the sector as part of the London Finance...


  • London, United Kingdom BRUIN Financial Full time

    Permanent - London, **Ref**: 34509 Bruin are delighted to be working on behalf of a leading global investment manager who are searching for a knowledgeable individual to join their client and investment reporting team. The purpose of this position is to provide accurate preparation and timely delivery of a range of scheduled client reports on a regular...

  • Client Reporting

    1 week ago


    London, United Kingdom Hays Specialist Recruitment Limited Full time

    Join our client's dynamic and award-winning in-house investment team, which has recently obtained FCA approval and launched an exciting new collective fund range. This development has resulted in the creation of a dual Client Reporting and Middle Office Operations role. With billions under management, our long-established client is based in the heart of the...


  • London, United Kingdom T. Rowe Price Full time

    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career...


  • London, United Kingdom T. Rowe Price Full time

    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career...


  • London, United Kingdom Client Server Full time

    Client Onboarding and Support Specialist (FIX Linux) London to £100k + equity Opportunity to join a well funded start-up within the cryptocurrency space that have produced a high performance, ultra-low latency ECN (Electronic Communication Network) that processes billions of messages per day. As a Client Onboarding and Support Specialist you will play a...


  • London, United Kingdom M&G plc Full time

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...


  • London, United Kingdom BNY Mellon Full time

    Overview Acts as high level consultant/ advisor to clients regarding portfolio management and inquiries. Engages with clients to collect feedback used to improve client experience. Reviews reports created on client portfolio performance and provides feedback on online tools and reporting platform. Serves as a consultant and advisor in conducting high-level,...