Client Reporting Specialist
6 months ago
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.
- 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.
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