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Strong brand, metro location, mid-level generalist role increases candidate competition.
Role requires asset-management reporting knowledge and client-specific processes, limiting cross-industry transferability.
Explicit 4-5 years and finance/reporting skills plus shift requirements create moderate shortlisting filters.
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Create and deliver client investment reports, factsheets, and ad-hoc queries with 100% accuracy on daily, weekly, and monthly schedules.
Communicate report statuses with client-facing teams or clients and prioritize requests based on deadlines.
Support associates by performing quality checks, manage team inbox, and develop customized report templates in Excel and PowerPoint.
4-5 years experience with MS Office including Excel, PowerPoint, Word, and PDF.
Basic or intermediate financial or asset management certification.
Effective communication skills and basic asset management understanding.
Willingness to work EMEA shifts.
Experienced in managing client reporting processes within asset management or related financial services environments.
Capable of working under tight deadlines with strong attention to detail and quality assurance.
Demonstrates proficiency in MS Office and ability to create custom Excel and PowerPoint templates; familiarity with Adobe InDesign and Illustrator is a plus.