Client Business Associate

Client Business Associate

We are seeking a curious, objective, and analytical individual to join the global Client Reporting team. You will be joining a high-performing, dynamic team that focuses on developing and supporting our global client distribution and servicing efforts. This is a permanent role based in our London (Marylebone) office.

What will your responsibilities be?

You will be exposed to a wide range of responsibilities in support of our client efforts. This includes developing an in-depth understanding of the client landscape, proprietary tools and resources, and our investment portfolios to deliver excellent service to our clients. Your starting responsibilities will include a subset of the below, tailored to your skills, interests, abilities, and our clients’ needs. Core responsibilities include:

• Analyse, review, and maintain client reporting materials that include performance, risk measures, portfolio exposures, and fee information, ensuring accuracy, consistency, and timeliness.
• Own and document reporting calculations and methodologies; investigate data issues and provide clear, reproducible solutions.
• Leverage technical and data expertise to respond to client and internal data requests, including working with large datasets and complex information.
• Manage global projects focused on refining our client reporting and information distribution structure and processes to meet client needs.
• Streamline business processes alongside our technology team.
• Support RFP, RFI, and DDQ submissions by preparing and validating information requested, working closely with subject matter experts across the firm.
• Create and manage key client materials such as presentation slides, client due diligence questionnaires, and investment summaries.
• Assist Client Managers in responding to firm, product, and investment-related client queries and questionnaires.
• Build relationships and work closely with other global client and operations teams and business units to effectively service our clients.
• Manage information provided to consultants and consultant databases.

About You

You should have the following attributes:

• A client-centric attitude with outstanding personal ethics, judgement, and a willingness to collaborate with others in cross-regional teams.
• Strong analytical skills and attention to detail with the ability to break down complex matters into sharp insight.
• Excellent written and oral communication skills with the ability to articulate clearly and empathetically with clients.
• A self-starter who sees challenges as opportunities and enjoys taking initiative to influence change, with the ability to think independently and critically to solve problems.
• Learning agility – a focus on continuous improvement with a growth mindset and willingness to learn.
• Interest in developing proficiency in a wide range of internal and external systems and data tools.

Your qualifications and experience

Undergraduate degree with a proven track record of academic achievement and continuous improvement.

3-6 years of professional experience (ideally within, but not limited to, the financial services industry) with a track record of success.

Professional designation (CFA, CPA, CIPM or equivalent qualifications).

Instructions for application

To complete your application, please submit your CV and transcripts (all post-secondary to this point; unofficial transcripts are accepted).