Lead Client Reporting Specialist

Aegon UK; City of Edinburgh; On-site; GBP 80,000 - 100,000; Full time

Job summary

A global asset management leader seeks a Lead Client Reporting Specialist in Edinburgh to own the reporting strategy for UK & US clients. This role involves ensuring data quality, driving process improvements, and managing stakeholder relationships. Candidates should have significant experience in client and fund reporting, strong stakeholder management skills, and technical expertise in Excel. The position offers a competitive salary, non-contributory pension, and a range of lifestyle benefits, fostering a diverse and inclusive work culture.

Benefits

Competitive salary

Non-contributory pension between 9%-13%

Discretionary bonus

27 days leave per year

Private medical cover

Life assurance

Critical illness cover

Enhanced parental leave

Retail discount vouchers

Cycle2work scheme

Subsidised restaurant

Online GP appointments

Qualifications

• Significant experience in client and fund reporting within asset management.
• Strong stakeholder management skills and ability to influence senior leaders.
• Technical expertise in Excel.
• A mindset focused on continuous improvement and operational excellence.

Responsibilities

• Define and execute the reporting approach for UK & US clients.
• Build strong relationships across commercial and investment teams.
• Oversee data integrity and implement enhancements.
• Drive efficiency and innovation in reporting workflows.

Skills

Client and fund reporting

Stakeholder management

Technical expertise in Excel

Continuous improvement mindset

Job description

Lead Client Reporting Specialist

Permanent

Location: Edinburgh

Closing date: 14th December 2025

Aegon Asset Management is a leading global investor, our employees work from 13 locations across Europe, the Americas and Asia. We advise on assets for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.

Our people are our greatest asset, and we want Aegon Asset Management to be a place where they can bring their authentic self to work and do all they can to deliver on our strategic promises to our customers.

We help people live their best lives

We help them with the big stuff, for the moments that matter.

We're looking for a Lead Client Reporting Specialist to own the reporting strategy for UK & US clients, ensuring data quality, driving process improvements and managing key stakeholder relationships. This is a high impact role reporting directly to the Global Client Reporting Manager, offering visibility and influence across the business.

This isn't just reporting, it's about setting the standard. You'll drive strategic initiatives, enhance reporting frameworks and ensure our clients receive accurate, timely and insightful information. Your work will shape how we engage with clients and deliver value globally.

Key Responsibilities for the role include:

• Covering all Reporting Strategy: Define and execute the reporting approach for UK & US clients.
• Stakeholder Management: Build strong relationships across commercial and investment teams.
• Data Quality Assurance: Oversee data integrity and implement enhancements.
• Process Improvement: Drive efficiency and innovation in reporting workflows.

We'd love to hear from you if you:

• Significant experience in client and fund reporting within asset management.
• Strong stakeholder management skills and ability to influence senior leaders.
• Technical expertise in Excel.
• A mindset focused on continuous improvement and operational excellence.

What's in it for you?

• A competitive salary, depending on the experience you can bring
• A non-contributory pension between 9%-13%
• A discretionary bonus, depending on personal and company performance
• 27 days leave per year (plus bank holidays, pro-rated for part-time)

We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our staff live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.

At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm - we are a people business, and we recognise that delivering excellent client outcomes, comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.

We are open to considering flexible working practices. Please talk to us about what this means for you.

We serve a diverse, ever-changing world. It's tough, but we work tirelessly to leave things better than we find them. If that sounds like the sort of place you'd like to work, hit the "Apply" button.

The legal bits

We'll need you to confirm you have the right to work in the UK If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.