Aberdeen Investments is part of Aberdeen Group plc, one of the UK’s leading Wealth & Investments groups. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society. We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent.
Key Responsibilities
- Serve as the first escalation point for junior staff, providing guidance and resolving complex reporting issues promptly.
- Deliver clear and timely updates to the Client Reporting Manager on team performance, challenges, and client-specific needs.
- Analyse client requirements and develop innovative reporting solutions to meet bespoke requests from the client group.
- Organise and deliver client reports to agreed schedules with precision and professionalism.
- Oversee report workflows using Microsoft 365 and Adobe Creative Cloud, ensuring efficiency and accuracy.
- Manage changes to reporting procedures, recipients, and formats, maintaining compliance and consistency.
- Track daily team KPIs, identify trends, and provide actionable insights to leadership.
- Complete bespoke reporting tasks and coordinate data input for factsheets and client reports, including commentary.
Education & Qualifications
- Bachelor’s degree in Finance, Business, Economics, Data Analytics, or a related discipline.
Experience
- 5-6 years of relevant experience in client reporting, performance reporting, investment operations, fund administration, or a similar analytical role—preferably within asset management, financial services, or global shared services environments.
- Proven experience handling complex reporting workflows, including escalation management.
- Ability to manage tight reporting deadlines and coordinate across multiple stakeholders.
Technical Skills
- Strong proficiency in Microsoft 365.
- Working knowledge of Adobe Creative Cloud tools (InDesign, Illustrator, or Acrobat) used in report or factsheet production.
- Comfortable working with large datasets, performance data, and multi-system reporting environments.
- Familiarity with reporting automation tools or workflow management platforms is a plus.
Soft Skills & Competencies
- Excellent communication skills, with the ability to explain complex reporting matters clearly to both technical and non-technical audiences.
- Strong analytical skills with exceptional attention to detail and accuracy.
- Ability to manage multiple priorities, work independently, and make decisions in fast-paced scenarios.
- Proactive mindset with a continuous improvement focus.
- Strong stakeholder management and problem-solving capabilities.
Why Join Us?
- Global Collaboration: Work with teams across the UK and international partners.
- Career Development: Grow your skills in a role that values innovation and ownership.
- Hybrid Flexibility: Enjoy a balanced work environment with remote and office options.
- Inclusive Culture: Be part of a diverse, supportive, and forward-thinking team.
- Meaningful Impact: Help shape the client experience through high-quality reporting.
Diversity & Inclusion
We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.
If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.