Investment Reporting Specialist, Tailored Client Insights

Insight Investment; Greater London; On-site; GBP 35,000 - 50,000; Full time

Job summary

Insight Investment is seeking a Tailored Investment Reporting Associate to join the Client Reporting team in London. You will provide tailored client reporting across investment strategies and support recurring and ad-hoc client requests with accuracy and timeliness.

You will review data, validate information, and work with stakeholders across the business to understand requirements. Strong Excel skills and a detail-oriented, collaborative mindset are essential.

Qualifications

• Strong attention to detail and analytical/problem-solving skills.
• Good written and verbal communication and organisational skills.
• Confidence working with data and Excel.
• Collaborative and solution-focused approach.

Responsibilities

• Produce accurate and timely tailored client reporting in line with agreed requirements and deadlines.
• Review and validate data, investigating discrepancies and escalating issues where appropriate.
• Develop understanding of client requirements, investment strategies and reporting processes.
• Perform quality assurance checks to ensure reporting is accurate and complete.
• Work with stakeholders to resolve reporting queries and requirements.
• Manage multiple deliverables and priorities, highlighting risks or delays.

Skills

Attention to detail

Analytical thinking

Communication skills

Organizational skills

Data analysis

Problem solving

Collaborative

Tools

Excel

Job description

Insight Investment is seeking a Tailored Investment Reporting Associate to join the Client Reporting team in London. You will provide tailored client reporting across investment strategies and support recurring and ad-hoc client requests with accuracy and timeliness.

You will review data, validate information, and work with stakeholders across the business to understand requirements. Strong Excel skills and a detail-oriented, collaborative mindset are essential.