Investment Reporting Specialist

4 hours ago


London, Greater London, United Kingdom Insight Investment Full time
Job Title: Tailored Investment Reporting Associate

Insight Investment is seeking a skilled Tailored Investment Reporting Associate to join the Client Reporting team in London. As a key member of the team, you will be responsible for providing tailored client reporting solutions to clients across various investment strategies.

You will work closely with a team of client reporting professionals, focusing on building strong relationships with stakeholders, including senior members of staff. To succeed in this role, you must be solution-focused, driven, and able to work in a fast-paced, dynamic environment.

Key Responsibilities:
  • Produce accurate and timely client reporting requirements, including monthly and quarterly reports.
  • Investigate and resolve client queries within specified timeframes.
  • Attend pre-meets with stakeholders to understand and act upon changing requirements.
  • Gain an understanding of underlying LDI and Fixed Income portfolios and strategies to better communicate reporting requirements.
Requirements:
  • Build and maintain strong stakeholder relationships.
  • Strong team player with excellent communication skills.
  • Excellent organizational skills, proven ability to multitask and prioritize with good attention to detail.
  • Operate with professionalism, honesty, and integrity at all times.
  • Ability to seek improvements in generation of reporting packs.
  • Document and train other team members on core activities.
  • Strong systems skills, including Microsoft Office suite, specifically Excel and PowerPoint.
  • Educated to degree level, or equivalent work experience is desirable.


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