Tailored Investment Reporting Associate (London)

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 looking for a Tailored Investment Reporting Associate to join the Client Reporting team in London. In this role, you will provide high-quality, tailored client reporting solutions across a range of investment strategies, supporting recurring and ad-hoc client requirements.

Working within a team of client reporting professionals, you will develop your investment and reporting knowledge while building effective relationships with stakeholders across the business. You will be solution-focused, organised and adaptable, with strong attention to detail and a commitment to accurate and timely delivery.

Role 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 an understanding of client requirements, investment strategies and reporting processes
• Perform quality assurance checks to ensure reporting is accurate and complete
• Work collaboratively with stakeholders to resolve reporting queries and requirements
• Manage multiple deliverables and priorities, highlighting risks or delays appropriately
• Maintain reporting procedures, documentation and controls
• Contribute to process improvements, automation and reporting enhancements
• Build effective stakeholder relationships and share knowledge across the team

Experience Required

• Experience within financial services, investment management, reporting, operations or a similar analytical environment preferably LDI and Fixed income is advantageous.
• Strong attention to detail, analytical and problem-solving skills.
• Good organisational skills with the ability to manage multiple deadlines.
• Strong written and verbal communication skills.
• Good working knowledge of Excel and confidence working with data.
• Collaborative, proactive and solution-focused approach.
• An interest in developing knowledge of investment products and financial markets.

Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief, sexual orientation or other factors protected by federal, state and/or local laws. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail]

About Insight Investment

Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities. Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at:https://www.insightinvestment.com/corporate/