Client Serving and Reporting
Client Services & Reporting Writer (Assistant Vice President)
This role supports institutional business development and client servicing through the creation of high-quality client communications, reporting, and questionnaire responses.
Key Responsibilities
- Draft and manage RFPs, RFIs and DDQs for prospective and existing clients.
- Produce regular and ad-hoc institutional client reports and supporting materials.
- Analyse and validate investment data for client-facing content and reporting.
- Maintain content libraries and ensure consistency across communications.
- Support consultant databases, industry surveys and business development initiatives.
- Leverage AI and technology to improve efficiency, reporting and content quality.
- Collaborate with Sales, Portfolio Managers, Product Specialists, Marketing, and Compliance teams.
Requirements
- Experience writing RFPs, RFIs and DDQs within asset or investment management.
- Strong analytical skills and experience handling investment data.
- Good understanding of investment products and ESG considerations.
- Advanced Excel and Word skills.
- Excellent written communication and organisational abilities.
What's on Offer
- Hybrid working
- Competitive compensation and benefits
- Learning and development opportunities
- Collaborative and inclusive culture
- Clear career progression opportunities
This is an excellent opportunity for an investment management professional to contribute to institutional client acquisition, retention and business growth through high-quality reporting and investment communications.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
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That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
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