Associate, Reporting Team

RBC; Greater London; On-site; GBP 40,000 - 65,000; Full time

Job summary

RBC BlueBay in London seeks an Associate to join the Reporting Team. You will deliver high-quality reporting across pooled funds and segregated mandates, coordinating with Business Development, Client Experience and Investment teams to ensure timely outputs.

The role is permanent, full-time, based in our London office, requiring 4 days on-site each week. You will build automated reporting solutions, manage data, and ensure outputs meet regulatory standards with accuracy and timeliness.

Qualifications

• Strong organisation and time-management skills with multiple deliverables
• Meticulous attention to detail and accuracy in reporting
• Excellent verbal and written communication skills
• Ability to collaborate across the business and teams
• Ability to grasp new concepts quickly and adapt to changes
• Proficiency with data-oriented tasks in Excel

Responsibilities

• Produce segregated investment reporting and bespoke reports for pooled and segregated funds
• Investigate and resolve issues during production of reporting collateral and respond to client queries
• Source, collate, and manage data to deliver reporting collateral with stakeholders
• Support production and distribution of fund presentation materials and marketing collateral
• Ensure reporting meets regulatory standards and align with internal policies
• Build and implement automated reporting solutions to streamline processes
• Identify process improvements to enhance client service and team efficiency
• Maintain policy and procedure documents for reporting obligations and audits

Skills

Agile Methodology

Business Data Analysis

Business Process Modeling

Commercial Acumen

Communication

Critical Thinking

Decision Making

Interpersonal Relationship Management

Requirements Analysis

Education

University degree

Tools

Excel

Job description

Join RBC BlueBay's Reporting Team as an Associate and play a key role in delivering high-quality reporting and collateral to our clients throughout their lifecycle. You'll manage and coordinate the delivery of reporting for all of RBC BlueBay's pooled funds and segregated mandates, working collaboratively across the business to ensure timely and accurate output.

Job Description

This is a permanent, full-time role based in our London office, requiring 4 days per week on-site.

What will you do?

• Produce segregated investment reporting, bespoke reports, and data analysis for pooled and segregated funds (fixed income and equity) in collaboration with Business Development, Client Experience, and Investment teams
• Investigate and resolve issues that arise during production of reporting collateral and proactively respond to client queries
• Source, collate, and manage data required to deliver reporting collateral, liaising with internal and external stakeholders
• Support the production and distribution of fund presentation materials, pitch books, segregated review books, fund newsletters, and marketing collateral
• Work with internal teams and affiliates to ensure reporting requirements are met and align with regulatory standards
• Build and implement automated reporting solutions using proprietary and third-party systems to streamline processes and minimise operational risk
• Identify and implement process improvements and efficiencies that enhance client service and benefit the team
• Support the design, maintenance, and update of policy and procedure documents for all reporting obligations to meet audit requirements

What do you need to succeed?

Must-have

• Strong organisation and time-management skills, with proven experience managing multiple deliverables simultaneously
• Meticulous attention to detail with a track record of accuracy in previous roles
• Excellent verbal and written communication skills
• Ability to work effectively and collaboratively with colleagues across the business
• Capacity to grasp new concepts quickly, adapt to changing work situations, and maintain a positive 'can-do' attitude
• Strong proficiency in Microsoft Excel for data-oriented tasks

Nice-to-have

• University degree or equivalent qualification
• Prior experience in a reporting-focused role or asset management environment
• Working knowledge of equities and fixed income from an investment perspective
• Experience managing data to produce high-quality analysis for reports and platforms

What is in it for you?

We offer a competitive Total Rewards package including base salary, performance-related bonus, comprehensive benefits, and access to learning and development opportunities to support your career growth within asset management.

Job Skills

Agile Methodology, Business Data Analysis, Business Process Modeling, Commercial Acumen, Communication, Critical Thinking, Decision Making, Group Problem Solving, Interpersonal Relationship Management, Requirements Analysis

Additional Job Details

Address: 100 BISHOPSGATE:LONDON

City: London

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-08-20

Application Deadline: 2026-09-03

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.