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Retail/Client Reporting Executive

Job Title: Retail/Client Reporting Executive
Contract Type: Permanent
Location: London, England
Industry:
Salary: £35000.00 - £45000.00 per annum
Reference: BBBH16171_1504620521
Contact Name: Tom Baker
Contact Email: tom.baker@twentyrecruitment.com
Job Published: September 05, 2017 15:08

Job Description

Twenty Financial Services are currently working with a global Investment Manager in London who is looking for a Retail/Client Reporting Executive for a 12 month fixed term contract. The team are responsible for the production and issuance of Retail and Institutional Client Reporting and Factsheets.

Your main duties will include:

  • Produce monthly/quarterly reports for clients inviting in the global retail funds
  • Data collation and sense checking
  • Template preparation and population
  • Assist with projects and process automation
  • Liaising with internal teams globally

The ideal candidate will have:

  • At least a years reporting experience
  • Investment product knowledge
  • Proficient in Excel
  • Knowledge around regulatory frameworks

If you are interested to discuss this opportunity further, please call Tom Baker at Twenty Recruitment on 02031894311