Client Reporting Specialist – Asset Management

Client Content & Reporting Specialist – Asset Management Industry Supporting Business Development and Client Engagement Role Overview As a key member of the business development and client servicing team, you will be responsible for producing, maintaining, and enhancing high-quality client-facing collateral and fund-related reporting.
This includes presentation materials, written content, and performance data tailored to institutional and retail audiences.
Your work will support client report backs, business pitches, due diligence questionnaires (DDQs), and requests for proposals (RFPs).
The ideal candidate will bring a combination of analytical rigour, attention to detail, strong communication skills, and proficiency in Microsoft Office tools.
You will play a central role in ensuring the accuracy, consistency, and professionalism of the content used across the firm's client touchpoints.
Core Responsibilities Client Content & Collateral Production Prepare and update presentation slides, written reports, and documentation for use in:Client report backs and engagementsBusiness development pitchesDDQs and RFPsSynthesise complex investment and business information into clear, well-structured outputs suitable for various audiences.Operate within the team's content management systems and processes to ensure efficient content versioning, storage, and access.Fund Data Management & Reporting Generate, collate, and verify fund-related data from internal systems and external platforms (e.g., e-Vestments, Morningstar).Support the creation and regular updating of:Fund performance reports and factsheetsMonthly and quarterly investment commentaryGeneral fund updates and data sheetsEnsure all fund data presented externally is accurate, timely, and aligned with internal performance measurement standards.Client & Market Research Conduct market research, competitor analysis and compile market intelligence on:Institutional and retail investment trendsInvestor behaviour and client segmentsRegulatory developments and competitor positioningBuild and maintain detailed client profiles to support more personalised and effective client engagement.Performance & Investment Reporting Support Assist in the preparation of performance reporting and analysis, including:Performance attribution and benchmarkingPortfolio-specific commentary for client-facing materialsReview and ensure consistency and integrity of investment data, escalating discrepancies to senior team members.Client Reporting Innovation & Experience Lead or contribute to internal initiatives aimed at enhancing the client reporting experience and onboardingSupport automation and visualisation efforts (e.g., dashboards and digital delivery solutions).Champion improvements in client satisfaction, outcome transparency, and reporting clarity cross functionally.Key Skills and Tools Advanced proficiency in PowerPoint, Excel, and WordAbility to transform data into engaging visual narrativesExperience working within content and data management systemsExceptional attention to detail and accuracyStrong written communication and document editing capabilitiesFamiliarity with Morningstar and other performance data platforms (advantageous)This role is ideal for an individual with a strong balance of technical proficiency, communication excellence, and an understanding of institutional asset management client expectations.
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