Reporting Team Associate (London)

RBC; City Of London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services provider is seeking a Reporting Team Associate to join their London office. This role involves producing timely reporting collateral for pooled and segregated funds, collaborating with various teams to resolve issues and improve processes. The ideal candidate will possess strong communication and organizational skills, a desire to excel in asset management, and the ability to work effectively both independently and as part of a team. A university degree is a plus.

Benefits

Leaders who support your development

Opportunities to work with the best in the field

Dynamic and collaborative work environment

Qualifications

• Excellent verbal and written communications skills and strong attention to detail.
• Establish effective relationships and work cooperatively with others.
• Ability to grasp new concepts quickly and adapt to change.
• Strong organizational skills to prioritize tasks effectively.
• Work independently and collaboratively with minimal supervision.
• Desire to build a career in asset management.

Responsibilities

• Support the production of accurate reporting collateral for funds.
• Investigate and resolve production issues and client queries.
• Collaborate with internal and external stakeholders for data management.
• Assist in producing fund and marketing collateral.
• Ensure compliance with regulatory reporting requirements.
• Identify and implement process improvements for reporting.

Skills

Critical Thinking

Data Administration

Detail-Oriented

Group Problem Solving

Quantitative Research

Education

University degree or equivalent

Job description

What is the Opportunity?

We have an exciting opportunity for a Reporting Team Associate to join the Reporting Team in our Bishopsgate office in London. The Reporting team, as part of GBD Client Experience, plays a key role in delivering high quality output and outcomes for our clients and the business. We are responsible for ensuring the timely delivery of all reporting throughout the client lifecycle, from fund and marketing collateral through to after sales reporting and data delivery.

The successful candidate will play an important role in managing and co‑ordinating the delivery of this collateral and reporting for all of RBC BlueBay’s pooled funds and segregated mandates.

RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Work in collaboration with Business Development, Client Experience and Investment teams globally to ensure the timely and accurate production of reporting collateral for pooled and segregated funds (fixed income and equity). Examples of reporting include: Segregated investment reports, alternative fund newsletters, completion of bespoke report templates and ad hoc client reporting requests.
• Investigate and resolve any issues that arise during production of this collateral and be proactive in answering client queries received by the team.
• Liaise with internal and external stakeholders to source, collate and manage the data required to deliver all of the above reporting collateral.
• Support the wider reporting team with the production of fund and marketing collateral; assist in the production and distribution of fund presentation material and pitch books, segregated review books, fund newsletters and other business supporting material.
• Work with the broader business and / or affiliates of RBC BlueBay to ensure that we are meeting their reporting requirements; documentation has been prepared correctly and in line with regulatory requirements.
• Support the marketing team in the production of business and product literature.
• Work with internal and external parties to ensure strong knowledge of proprietary and third‑party systems infrastructure used to support the production of reporting. Utilise this system knowledge to build automated reporting solutions for reporting deliverables to streamline process and minimise operational risk.
• Continually seek areas of improvement and automation, identifying and implementing efficiencies as well as taking an active role in projects that will enhance client service, add value to the client relationship 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

• Excellent verbal and written communications skills and strong attention to detail.
• Establishes and maintains good relationships and works effectively and cooperatively with others. Communicates constructively, engages others positively and readily shares information and ideas.
• Capacity to grasp new concepts/information quickly and adapt to changing work situations, as well as a positive ‘can do’ attitude.
• Strong organizational skills are essential to effectively respond and prioritise tasks effectively in light of changing workloads, as is the ability to demonstrate rigorous attention to detail, and ability to produce quality work whilst meeting deadline.
• Detail oriented and competence in working independently with minimal supervision and take ownership of tasks, as well as operate collaboratively to support team members on shared projects/team tasks.
• Desire to build a career in asset management.

Nice‑to‑have

• University degree or equivalent.
• Prior experience in a reporting focused role is beneficial as is previous asset management experience.

What is in it for you?

We thrive on the challenge to be our best—progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pays fees to agencies where they have entered into a prior agreement to do so and in any event does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

Job Skills

Critical Thinking, Data Administration, Data Mining, Data Modeling, Data Movement, Detail‑Oriented, Group Problem Solving, Quantitative Research, Research Documents.

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: 2025-11-11

Application Deadline: 2025-11-25

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Exclusion and Equal Opportunity Employment

At 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.

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