The Client Reporting Team Manager will oversee the creation and delivery of accurate and timely client reports while ensuring compliance with industry standards. This role requires a proactive approach to managing a team and improving reporting processes within the financial services sector.
Client Details
This organisation is a well-established entity within the financial services industry, known for its focus on providing exceptional services to its clients. As part of a medium-sized team, they are committed to delivering high-quality solutions and maintaining a strong presence in the market.
Description
*Lead, coach and develop a London-based Client Reporting team, fostering a collaborative, high-performing environment with strong accountability and continuous improvement
*Oversee team workflow, prioritisation and delivery to ensure all client reporting outputs are accurate, consistent and delivered on time
*Play a hands-on role in selected client deliverables while providing senior review, guidance and oversight across the team’s broader output
*Collaborate closely with international counterparts to ensure a coordinated, global approach to client reporting and servicing
*Review and oversee the production of client reports and materials, maintaining the highest standards of quality, accuracy and clarity
*Contribute to and review responses to RFPs, DDQs and other client or prospective client questionnaires
*Build strong working relationships with Client Managers, subject matter experts and internal stakeholders to support effective client servicing
*Identify and drive improvements to reporting processes, controls and outputs, working with technology and operations teams where appropriate
*Support broader client distribution and servicing efforts by providing clear, insightful reporting that supports informed client decision-making
Profile
*Proven experience within a buy-side or investment management environment
*Strong, hands-on experience delivering and reviewing RFPs, DDQs and complex client/prospect questionnaires, with high standards of accuracy and consistency
*Currently operating as a Supervisor, Senior Analyst or Junior Team Lead, and looking to step up into a broader people-management role
*Highly detail-oriented and comfortable remaining closely involved in day-to-day production while providing review and oversight
*Demonstrated ability to coach, mentor and manage a small team, fostering accountability, development and continuous improvement
*Strong client-centric mindset, with sound judgement and a focus on delivering clear, high-quality reporting
*Excellent written and verbal communication skills, with the ability to convey information clearly and with audience awareness
*Well organised, able to manage multiple priorities and deadlines without compromising quality
*Collaborative and effective when working with colleagues across functions and geographies
*Proactive self-starter who enjoys problem-solving and improving processes
*Strong academic background with a proven track record of professional achievement
*Relevant professional qualifications, degree is a must and CFA, CPA, CIPM or equivalent are advantageous but not essential
Job Offer
*Competitive salary ranging from £100,000 to £110,000.
*Opportunities for career growth within the financial services industry.
*Supportive company culture with a focus on professional development.
*Comprehensive benefits package (details to be confirmed).
*Permanent position offering long-term career stability.
If you are a dedicated professional with a passion for client reporting and team management, we encourage you to apply for this exciting opportunity.