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
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