Client Reporting Manager - eFinancialCareers

To be responsible for all materials created for clients and prospects and build a scalable function to support a growing investment management firm. Key duties and responsibilities will include: • Oversee and deliver the end-to-end creation and distribution of all client reports on a monthly, quarterly and ad-hoc basis. This includes dividend information, attribution, • Deliver prospects with required information of the firm’s products this includes including database, RFP, DDQ and pitchbook population and ad-hoc requests • Marketing materials information creation and population • Deliver the reporting model including technology deployment • Manage and lead internal stakeholders to deliver this service • Work alongside portfolio managers, investment operations, IT, and compliance to gather necessary portfolio data and streamline workflows • Maintain and expand investment and portfolio knowledge • Ensure the accuracy of the all data including investment performance metrics and market commentary before reports are released. Additional activities/skills: • Data management • Commentary writing • Relationship building and stakeholder management • Strong communication and organisational skills • Working knowledge of investments • Self-starter with exceptional attention to detail