Client Reporting & Data Insights Specialist

Stephen Bell Associates Ltd; Greater London; On-site; GBP 42,000 - 64,000; Full time

Job summary

Stephen Bell Associates Ltd, on behalf of a global asset manager, seeks a Client Reporting Specialist in London. You will analyse, review, and maintain client reporting materials covering performance, risk measures, portfolio exposures, and fees to ensure accuracy and timeliness.

You will own reporting calculations, document data sources and controls, investigate discrepancies, and collaborate with tech and operations to improve reporting workflows.

Qualifications

• Strong academics and client-centric approach.
• Ability to investigate complex matters and distill into clear conclusions.
• Excellent communication skills for internal and client interactions.

Responsibilities

• Analyse, review, and maintain client reporting materials including performance, risk measures, portfolio exposures, and fee information.
• Own reporting calculations and document data sources, processes and controls; investigate discrepancies.
• Analyse large datasets to respond to client and internal requests accurately and efficiently.
• Contribute to cross-regional projects refining reporting and information distribution structures.
• Partner with technology and operations to design, test, and implement improvements to reporting workflows.
• Prepare and maintain key client materials and support RFP, RFI, and DDQ submissions.
• Build relationships with stakeholders across investment, client, operations, legal, compliance, and technology.

Skills

Analytical skills

Attention to detail

Communication skills

Client reporting

Job description

Stephen Bell Associates Ltd, on behalf of a global asset manager, seeks a Client Reporting Specialist in London. You will analyse, review, and maintain client reporting materials covering performance, risk measures, portfolio exposures, and fees to ensure accuracy and timeliness.

You will own reporting calculations, document data sources and controls, investigate discrepancies, and collaborate with tech and operations to improve reporting workflows.