1. Expert in RFPs, DDQs, and other client and prospect questionnaires required
2. Permanent role based in London's West End
About Our Client
This organisation is a well-established entity within the financial services industry, known for its focus on providing exceptional services to its clients. As part of a medium-sized team, they are committed to delivering high-quality solutions and maintaining a strong presence in the market.
Job Description
3. Lead, coach and develop a London-based Client Reporting team, fostering a collaborative, high‑performing environment with strong accountability and continuous improvement
4. Oversee team workflow, prioritisation and delivery to ensure all client reporting outputs are accurate, consistent and delivered on time
5. Play a hands-on role in selected client deliverables while providing senior review, guidance and oversight across the team's broader output
6. Collaborate closely with international counterparts to ensure a coordinated, global approach to client reporting and servicing
7. Review and oversee the production of client reports and materials, maintaining the highest standards of quality, accuracy and clarity
8. Contribute to and review responses to RFPs, DDQs and other client or prospective client questionnaires
9. Build strong working relationships with Client Managers, subject matter experts and internal stakeholders to support effective client servicing
10. Identify and drive improvements to reporting processes, controls and outputs, working with technology and operations teams where appropriate
11. Support broader client distribution and servicing efforts by providing clear, insightful reporting that supports informed client decision‑making
The Successful Applicant
12. Proven experience within a buy‑side or investment management environment
13. Strong, hands‑on experience delivering and reviewing RFPs, DDQs and complex client/prospect questionnaires, with high standards of accuracy and consistency
14. Currently operating as a Supervisor, Senior Analyst or Junior Team Lead, and looking to step up into a broader people‑management role
15. Highly detail‑oriented and comfortable remaining closely involved in day‑to‑day production while providing review and oversight
16. Demonstrated ability to coach, mentor and manage a small team, fostering accountability, development and continuous improvement
17. Strong client‑centric mindset, with sound judgement and a focus on delivering clear, high‑quality reporting
18. Excellent written and verbal communication skills, with the ability to convey information clearly and with audience awareness
19. Well organised, able to manage multiple priorities and deadlines without compromising quality
20. Collaborative and effective when working with colleagues across functions and geographies
21. Proactive self‑starter who enjoys problem‑solving and improving processes
22. Strong academic background with a proven track record of professional achievement
23. Relevant professional qualifications, degree is a must and CFA, CPA, CIPM or equivalent are advantageous but not essential
What's on Offer
24. Competitive salary ranging from £100,000 to £110,000.
25. Opportunities for career growth within the financial services industry.
26. Supportive company culture with a focus on professional development.
27. Comprehensive benefits package (details to be confirmed).
28. Permanent position offering long-term career stability.
If you are a dedicated professional with a passion for client reporting and team management, we encourage you to apply for this exciting opportunity.