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Senior Tailored Investment Reporting Associate
Insight Investment. Produce and take ownership of complex, end-to-end tailored client reporting, ensuring accurate and timely delivery .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment management and client reporting, with a strong focus on process improvement, data analysis, and stakeholder engagement. Capable of managing complex reporting deliverables while ensuring high-quality client service and effective communication.
Highest-signal resume keywords
Investment ReportingStakeholder ManagementData AnalysisProcess ImprovementExcel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment ReportingData InterpretationReporting MethodologiesProcess AutomationChange InitiativesComplex Data ManagementFinancial Markets KnowledgeLDI ProductsFixed Income Products
Soft Skills
Analytical SkillsProblem-SolvingCommunication SkillsCollaborationProactive Approach
Industry Keywords
Investment ManagementClient ReportingFinancial ServicesReporting GovernanceStakeholder Relationships
About the role
Key responsibilities & impact- Produce and take ownership of complex, end-to-end tailored client reporting, ensuring accurate and timely delivery
- Manage competing reporting requirements, applying appropriate judgement and prioritisation
- Act as a key point of contact for reporting matters and build strong relationships with stakeholders, including senior management
- Review and challenge reporting outputs and data, proactively identifying and resolving issues
- Develop a strong understanding of client requirements, investment strategies and reporting methodologies
- Identify and drive improvements to reporting processes, controls, automation and efficiency
- Lead or contribute to reporting enhancements, change initiatives and new client requirements
- Maintain strong reporting governance, documentation and controls
- Provide guidance, knowledge sharing and support to less experienced colleagues
- Contribute to process improvements, automation and reporting enhancements
- Build effective stakeholder relationships and share knowledge across the team
Requirements
What you’ll need- Relevant experience within investment management, client reporting, investment operations or financial services
- Strong understanding of investment reporting, products and financial markets, preferably LDI and Fixed income
- Experience managing complex reporting deliverables and competing deadlines
- Strong analytical, problem-solving and data interpretation skills
- Strong stakeholder management and communication skills, including engagement with senior stakeholders
- Ability to work independently, take ownership and exercise sound judgement
- Strong Excel skills and experience working with complex data
- Experience contributing to process improvement, automation or change initiatives
- Proactive, collaborative and solution-focused approach, with a focus on continuous improvement and high-quality client service
Benefits
Comp & perks- Inclusive employer committed to equal opportunity
- Reasonable accommodations available for candidates with disabilities