Insight Investment
Senior Tailored Investment Reporting Associate (London)
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Insight Investment is looking for a Senior Tailored Investment Reporting Associate to join our Client Reporting team in London.
In this role, you will provide tailored client reporting solutions to clients across a range of investment strategies on both a recurring and ad-hoc basis. As a Senior Associate, you will take greater ownership of reporting deliverables, stakeholder engagement, and process enhancement initiatives.
You will work within a team of client reporting professionals, building and maintaining strong relationships with key stakeholders across the business, including senior management. To succeed in this role, candidates must be solution-focused, proactive, and thrive in a fast-paced, dynamic, and forward-thinking environment.
Role Responsibilities
- Produce and take ownership of complex, end-to-end tailored client reporting, ensuring accurate and timely delivery
- Manage competing reporting requirements, applying appropriate judgement and prioritisation
- Act as a key point of contact for reporting matters and build strong relationships with stakeholders, including senior management
- Review and challenge reporting outputs and data, proactively identifying and resolving issues
- Develop a strong understanding of client requirements, investment strategies, and reporting methodologies
- Identify and drive improvements to reporting processes, controls, automation, and efficiency
- Lead or contribute to reporting enhancements, change initiatives, and new client requirements
- Maintain strong reporting governance, documentation, and controls
- Provide guidance, knowledge sharing, and support to less experienced colleagues. Contribute to process improvements, automation, and reporting enhancements
- Build effective stakeholder relationships and share knowledge across the team
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Experience Required
- Relevant experience within investment management, client reporting, investment operations, or financial services
- Strong understanding of investment reporting, products, and financial markets, preferably LDI and Fixed income
- Experience managing complex reporting deliverables and competing deadlines
- Strong analytical, problem-solving, and data interpretation skills
- Strong stakeholder management and communication skills, including engagement with senior stakeholders
- Ability to work independently, take ownership, and exercise sound judgement
- Strong Excel skills and experience working with complex data
- Experience contributing to process improvement, automation, or change initiatives
- Proactive, collaborative, and solution-focused approach, with a focus on continuous improvement and high-quality client service
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About Insight Investment
Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency, and absolute return capabilities. Insight has a global network of operations in the UK, Ireland, Germany, US, Japan, and Australia. More information about Insight Investment can be found at: https://www.insightinvestment.com/corporate/
Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief, sexual orientation, or other factors protected by federal, state, and/or local laws. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at TalentAcquisition@InsightInvestment.com.
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