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Client Reporting Specialist

Job details



Date Posted

8 March 2024



Job Type


Job ID


£60,000 - £70,000


Our client is a leading Global Asset Management firm, renowned for their culture and dedicated approach. Due to continued success, they are now seeking a skilled Client Reporting Specialist to join their dedicated team on a permanent basis.

Reporting directly to the Head of Marketing, the Client Reporting Specialist will take on the following dynamic responsibilities:

  • Ensure routine content and data updates, maintaining compliance with financial regulations.
  • Handle diverse investment-related data sets efficiently.
  • Develop custom presentations swiftly for client meetings, events, and webinars, collaborating closely with stakeholders.
  • Focus on implementing scalable solutions in automation and process improvement.

The ideal candidate for this role will possess the following skillset:

  • 5+ years of experience within the Financial Services, preferably Asset Management.
  • Experience creating and managing presentations.
  • Comfortable working with extensive data and charts.
  • Experience with Seismic or similar content management tool.

This presents a remarkable opportunity for an ambitious professional to make a substantial impact within a respected Wealth Management firm. The company offers a competitive compensation package, including an attractive bonus structure and ample room for professional growth.

If your experience resonates with the outlined criteria, please submit your CV for consideration.

Please note that due to the volume of applications received, we regret that we are unable to respond to each applicant individually.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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