Insight Investment logo
Posted Yesterday•London, England, United Kingdom

Tailored Investment Reporting Associate (London)

JuniorOn-site (London)Salary undisclosed
Job Description

Insight Investment is looking for a Tailored Investment Reporting Associate to join the Client Reporting team in London. In this role, you will provide high-quality, tailored client reporting solutions across a range of investment strategies, supporting recurring and ad-hoc client requirements.

Working within a team of client reporting professionals, you will develop your investment and reporting knowledge while building effective relationships with stakeholders across the business. You will be solution-focused, organised and adaptable, with strong attention to detail and a commitment to accurate and timely delivery.

Role Responsibilities

  • Produce accurate and timely tailored client reporting in line with agreed requirements and deadlines
  • Review and validate data, investigating discrepancies and escalating issues where appropriate
  • Develop an understanding of client requirements, investment strategies and reporting processes
  • Perform quality assurance checks to ensure reporting is accurate and complete
  • Work collaboratively with stakeholders to resolve reporting queries and requirements
  • Manage multiple deliverables and priorities, highlighting risks or delays appropriately
  • Maintain reporting procedures, documentation and controls
  • Contribute to process improvements, automation and reporting enhancements
  • Build effective stakeholder relatio

Similar Openings in Other

View all in category➔