Client Reporting Specialist – Asset Management

Aquarius Specialist Recruitment; Cape Town; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A leading recruitment firm is looking for a Client Content & Reporting Specialist to support business development by producing high-quality client materials and managing fund data. The ideal candidate will be detail-oriented and proficient in Microsoft Office, ensuring accuracy in all client-facing content.

Qualifications

• Strong balance of technical proficiency and communication.
• Experience with content and data management systems.
• Ability to create clear, engaging content.

Responsibilities

• Produce and enhance client-facing collateral and fund-related reporting.
• Generate and verify fund-related data for presentations and reports.
• Conduct market research and support client engagement.

Skills

Analytical skills

Attention to detail

Strong communication skills

Data visualisation

Tools

PowerPoint

Excel

Word

Morningstar

Job description

Client Content & Reporting Specialist

For Asset Management Industry Supporting Business Development and Client Engagement

Role Overview

As a key member of the business development and client servicing team, you will produce, maintain, and enhance high-quality client-facing collateral and fund-related reporting. This includes presentation materials, written content, and performance data tailored to institutional and retail audiences.

Your work will support client report backs, business pitches, due diligence questionnaires (DDQs), and requests for proposals (RFPs).

The Ideal Candidate

You will bring analytical rigour, attention to detail, strong communication skills, and proficiency in Microsoft Office tools. You will play a central role in ensuring the accuracy, consistency, and professionalism of the content used across the firm's client touchpoints.

Core Responsibilities

• Client Content & Collateral Production
• Prepare and update presentation slides, written reports, and documentation for use in client report backs and engagements, business development pitches, DDQs, and RFPs.
• Synthesise complex investment and business information into clear, well-structured outputs suitable for various audiences.
• Operate within the team's content management systems and processes to ensure efficient content versioning, storage, and access.
• Fund Data Management & Reporting
• Generate, collate, and verify fund-related data from internal systems and external platforms.
• Support the creation and regular updating of fund performance reports, factsheets, monthly and quarterly investment commentary, and general fund updates.
• Ensure all fund data presented externally is accurate, timely, and aligned with internal performance measurement standards.
• Client & Market Research
• Conduct market research, competitor analysis, and compile market intelligence on institutional and retail investment trends, investor behaviour, and regulatory developments.
• Build and maintain detailed client profiles to support personalised and effective client engagement.
• Performance & Investment Reporting Support
• Assist in the preparation of performance reporting and analysis, including performance attribution and benchmarking, and portfolio-specific commentary for client-facing materials.
• Review and ensure consistency and integrity of investment data, escalating discrepancies to senior team members.
• Client Reporting Innovation & Experience
• Lead or contribute to initiatives aimed at enhancing the client reporting experience and onboarding.
• Support automation and visualisation efforts, such as dashboards and digital delivery solutions.
• Champion improvements in client satisfaction, outcome transparency, and reporting clarity cross functionally.

Key Skills and Tools

• Advanced proficiency in PowerPoint, Excel, and Word.
• Ability to transform data into engaging visual narratives.
• Experience working within content and data management systems.
• Exceptional attention to detail and accuracy.
• Strong written communication and document editing capabilities.
• Familiarity with Morningstar and other performance data platforms is advantageous.

This role is ideal for an individual with a strong balance of technical proficiency, communication excellence, and understanding of institutional asset management client expectations.