Client Reporting Manager

Client Reporting Manager

Edinburgh

Meraki Talent’s leading Financial Services client are looking for a Client Reporting Manager join their team in Edinburgh. This role will lead a team in the production of Client Reporting including factsheets, KIIDs, portfolio valuations and summaries.

Responsibilities of the Client Reporting Manager:

-Leading a team in the production of Client Reporting for investors and clients

-Managing and analysing the data that feeds into the reporting for clients

-Answering queries relating to client reports

-Undertaking Client Reporting and systems projects, including testing

Background of the Client Reporting Manager:

-Experience working in a role within an investment operations or client facing function

-Experience working within the investment or wealth management sector

-Ideally experience in the production of client/investor reporting or investment performance reporting

-Strong people management abilities