Bruin
Client Reporting Specialist
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We are working with a growing international asset manager to appoint a Client Reporting Specialist into its EMEA client services function. This newly created position reflects continued business growth and increasing demand for high-quality institutional client reporting across a broad range of investment products and mandates.
This is a highly visible role sitting at the centre of investment, client servicing and operational teams. You will be responsible for delivering accurate, insightful and client-ready reporting that supports ongoing client relationships, regulatory requirements and business growth.
The opportunity would suit an individual with experience in institutional reporting who enjoys working with investment data, managing complex reporting cycles and collaborating with stakeholders across multiple business functions.
The successful candidate will be involved in:
- Producing recurring and ad hoc client reporting for institutional investors across EMEA
- Delivering bespoke portfolio, performance and risk reports tailored to individual client requirements
- Extracting, analysing and validating investment data from multiple systems and sources
- Coordinating inputs from investment, product and client-facing teams to deliver comprehensive reporting outputs
- Incorporating portfolio commentary, market updates and performance analysis into client materials
- Maintaining robust quality control processes to ensure reporting accuracy and consistency
- Managing reporting timelines and deliverables across multiple client mandates
- Supporting due diligence requests and investor questionnaires from existing clients and consultants
- Maintaining reporting templates, content repositories and supporting documentation
- Identifying opportunities to improve reporting processes through automation and technology
- Leveraging AI-enabled tools to enhance reporting efficiency, data analysis and content production
- Building strong working relationships across investment, operations, risk, compliance and relationship management teams
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The ideal candidate should have:
- Experience producing institutional client reporting within asset management
- Strong understanding of investment data, performance reporting and reporting controls
- Excellent analytical skills with the ability to interpret and present complex information clearly
- Advanced Excel, PowerPoint and Word capabilities
- Experience working with investment systems and market data platforms
- Strong written communication skills with the ability to create client-ready materials
- Excellent attention to detail and a commitment to delivering high-quality outputs
- Experience managing recurring reporting cycles and multiple deadlines simultaneously
- Exposure to DDQs, client information requests or similar reporting documentation would be advantageous
- Understanding of institutional investment products across asset classes
- A collaborative approach and the ability to work effectively with both operational and client-facing stakeholders
- Interest in reporting automation, AI tools and process improvement initiatives
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For more information on this position, please apply here or email Chris at Christopher.rolfe@bruinfinancial.com.
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