The team is responsible for the production of all Client and Investment Reporting ensuring the team provides timely and relevant material to clients within the agreed timeframes.
Key responsibilities include:
Team management; you will be responsible for leading, developing and coaching the team ensuring they are motivated and engaged. You will provide leadership oversight for the day to day global production of client reports, investment product reports for institutional and intermediary clients. Ensuring quality, timeliness and compliance requirements are meet. Working with Senior Management you will establish team objectives, provide directions to ensure that determined goals are achieved and implement strategic initiatives
Work flow management: develop optimal workflow to improve the efficiency of the delivery of client reporting packs within the agreed deadliines.
Take a proactive approach to improving process and various projects
Act as a consultant for internal and external client queries. Working with Client Directors and Sales to act as a reporting SME and fully understand client requirements.
To be considered for this role you will have extensive experience in managing a client reporting or performance team from an Investment Manager. You will have strong knowledge of Funds and the regulatory requirements as well as strong technical skills. You will be a proven man manager with the ability to coach, develop and motivate a team. Project management experience would be highly beneficial.