Presentation & Reporting Executive - Client Reporting Team

2 weeks ago


London, UK, United Kingdom Goodman Masson Full time

About the Role:

As part of our Client Reporting Team, you will:

  • Create and Enhance Presentations: Develop high-quality investment and sales presentations tailored to institutional and wholesale clients, ensuring engaging design and targeted content.
  • Collaborate with Stakeholders: Work closely with Sales and Fund Managers to refine materials, ensuring accuracy and relevance for a diverse client base.
  • Streamline Processes: Support the build out and management of content libraries, slide repositories, and sales enablement tools for efficient work flow and enhanced output.
  • Customise Client Updates: Prepare detailed presentations including performance metrics, attributions, positions, and other bespoke data.

About You
We are looking for a dynamic individual with:

  • Technical Expertise: Proficiency in MS Office (PowerPoint and PowerApps) and experience with content management tools.
  • Creative Flair: Ability to produce compelling on-screen and printed presentations, incorporating animations and impactful design.
  • Attention to Detail: A strong eye for detail and ability to peer-check for accuracy.
  • Industry Knowledge: Familiarity with data, fund documentation, and regulatory environments in asset management.
  • Communication Skills: Confidence to collaborate with internal teams and stakeholders.

Desirable Skills:

  • Experience with slide libraries (e.g., Seismic, Upslide, or RightSlide).
  • Knowledge of factsheets, client reports, and wholesale/institutional markets.
  • Data manipulation skills

This is an exciting opportunity to play a key role in delivering client-focused, high-quality materials in a fast-paced, collaborative environment.

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.


  • Head of Reporting

    1 month ago


    London,, UK, United Kingdom Finatal Full time

    Head of Reporting£110k base + bonus London (3 days a week) Insurance AW10192The OpportunityFinatal is working with a dynamic, growth-focused insurance business, backed by a leading private equity firm with c. £500M AUM. With continued expansion plans, they are seeking a Head of Reporting to lead the reporting team, drive financial transparency, and play a...

  • Head of Reporting

    1 week ago


    London,, UK, United Kingdom Marc Daniels Specialist Recruitment Full time

    As the Head of Financial Reporting for a large plc business in London, you will be responsible for ensuring accurate and timely statutory and non-statutory reporting across the group. You’ll take the lead in maintaining technical accounting compliance, managing external audits, and upholding a robust financial control framework. Additionally, you’ll...


  • London,, UK, United Kingdom Investigo Full time

    Interim Head of Group Reporting - £650+/day inside IR35 - Retail Business (Listed) - London (Hybrid - 3 days in London Office) Reporting to the Group Chief AccountantWe are looking for an experienced Group and Statutory Reporting professional with a strong track record in delivering timely and accurate financial consolidations in complex, multi-entity...


  • London, UK, United Kingdom Gresham Hunt Full time

    Position: Regulatory Reporting Accountant Reporting to: Head of Regulatory Reporting Location: London/Hybrid Overview: Our client, a leading retail bank based in London, is currently seeking a Regulatory Reporting Accountant to join their dynamic team. The successful candidate will play a pivotal role in ensuring accurate and timely regulatory submissions to...


  • London,, UK, United Kingdom SRM Recruitment Full time

    SRM Recruitment are supporting a UK head office business within the distribution, travel and services industry to recruit a Head of Financial Reporting (FC level).The 'main thrust' of the role is to attract a candidate with strong current/prior financial reporting experience within a PLC financial reporting environment. This expertise will add...

  • Reporter

    2 weeks ago


    London,, UK, United Kingdom Marketing Week Full time

    About usMarketing Week is looking for an ambitious, innovative reporter to join its growing team.Marketing Week has been at the centre of the marketing industry for more than 40 years, and boasts unrivalled authority, trust and integrity.We are here to provoke debate about the biggest questions in marketing, the stuff that is important. Through our focus and...


  • London,, UK, United Kingdom ManpowerGroup Full time

    Job Title: Digital Insights and Reporting – External Affairs CampaignsStart Date: DecemberLength: Six months (possibility of extension) Location: London (Hybrid) potential travel to Brussels and Paris This contractor role supports the Manager of Digital Insights and Reporting in the development and enhancement of key reporting tools and assists with...

  • Financial Insight

    1 week ago


    London,, UK, United Kingdom JSS Search Full time

    An exciting opportunity to join a high profile non-profit organisation to lead their financial reporting function, inclusive of business partnering and financial accounts. This is an interesting and complex organisation with heritage, educational and retail arms.The role of Financial Insights & Reporting Manager is essential to supporting the...


  • London, UK, United Kingdom Alexander Ash Consulting Full time

    We are seeking a highly skilled Liquidity Reporting Analyst with a strong background in Line and Business-As-Usual (BAU) change management. This role is critical in ensuring the accuracy, quality, and compliance of liquidity reports submitted to the Prudential Regulation Authority (PRA). Key Responsibilities: Liquidity Reporting: Ensure accurate and timely...


  • London,, UK, United Kingdom Goodman Masson Full time

    Head of Group Reporting | Central London | Property | £95,000 to £115,000 plus Package/BonusGoodman Masson are exclusively partnering with a multi-entity Property organisation on their search for a new Head of Group Reporting. Central London office with flexible hybrid working on offer, 2 in office 3 at home but you can flex upwards if you prefer.This role...

  • ESG Reporting Lead

    2 weeks ago


    London,, UK, United Kingdom Sanderson Full time

    Role: ESG Reporting Manager Salary: Up to £65,000 Location: Central London HQ – 1 day p/w on site Duration: 8 monthsOverviewWe are looking to recruit a fixed term Reporting Manager (circa 6-8 months) to support the existing reporting team in the delivery of our ESG reporting. This role will manage the delivery of our current ESG reporting suite under the...

  • Report Developer

    7 days ago


    London, UK, UK, United Kingdom Cpl Life Sciences Full time

    Finance Report DeveloperCentral London (nearest station Victoria)5 days per week in the office Our client has built an enviable reputation for creating data centres that set new standards in scale, resilience and connectivity. They are a growing business of 300 staff who sit across the Corporate Office in Victoria, London and have data centres in Amsterdam,...


  • London,, UK, United Kingdom Scot Lewis Associates Full time

    Business Analyst, Liquidity Reporting - £800pd, 6 month contractMy client, an investment bank based in London, is looking for an experienced Business Analyst to join their Liquidity Reporting team for a contract assignment (initial 6 months contract) on a multi-year change programme, covering the end-to-end regulatory reporting process with a specific focus...


  • London, UK, United Kingdom Barclays Full time

    As an External Reporting AVP working within our subsidiary reporting team you will be responsible for the coordination and production of the subsidiary Annual Reports for BBUK PLC and BBPLC. This role supports their VP in coordinating across FTCs to produce high quality external output within strict time frames, communicating key updates to senior...


  • London,, UK, United Kingdom WPR Full time

    Join our client, a leading insurer based in London, as a Permanent Senior Reporting Accountant. In this pivotal role, you will be responsible for producing high-quality external reports, ensuring compliance with accounting standards, and providing insightful analysis to support decision-making. Your expertise in accounting and finance change will play a...


  • London,, UK, United Kingdom Ad Idem Consulting Full time

    Senior Regulatory Reporting - Buy-SideCompany DescriptionOur client is a leading global investment manager who is looking to hire an experienced Senior Regulatory Reporting professional to oversee daily EMEA Reg Reporting operations and to supervise two analysts. You will own all regulatory reporting responsibilities for EU, UK, and AU.It’s essential that...


  • London,, UK, United Kingdom Shorebrook Partners Full time

    Our client a Blue Chip International Engineering / Utilities business with an unrivalled reputation to work for, have an exciting opportunity for an individual to join them as a Senior External Reporting Manager supporting their senior Executive. The company has a fantastic reputation as an employer of choice. The core purpose of this role is to drive best...


  • London,, UK, United Kingdom Wintermann Search Full time

    My client is an international bank. Looking to hire an MLRO for their london Head Office.Job Purpose:To support the Executive in achieving their Strategic Plan and objectives in a compliant manner by providing appropriate challenge and diligence. To ensure that a strong compliance culture is recognised and embedded across the Bank. To lead the management of...


  • London,, UK, United Kingdom COREcruitment Ltd Full time

    Financial Reporting ManagerWe're thrilled to partner with a leading client in the hospitality sector on their search for an experienced Financial Reporting Manager. This is a unique opportunity to drive financial strategy, reporting accuracy, and compliance for a growing, international restaurant portfolio.As Financial Reporting Manager, you'll lead...


  • London,, UK, United Kingdom A+F Recruitment Full time

    This Financial Analyst position will support the Head of Regulatory Reporting and Policy with an active role in the regulatory reporting deliverables across the UK footprint of the bank. This includes UK IFPR Investment Firm deliverables and UK CRR Credit Institution deliverables in the regulatory space. Skills, knowledge and attributes:Seasoned experience...