Overview
Core-Asset Consulting is partnering with a leading global asset management firm to recruit a Client Reporting Services Associate. This is an exceptional opportunity to play a pivotal role in delivering cutting-edge reporting solutions and influence the evolution of a high-impact client experience function.
Your primary focus will be on designing, implementing and enhancing investment reporting capabilities for sophisticated clients. You will engage directly with stakeholders across business, data and technology domains, and will operate at the heart of a client-centric reporting environment.
Responsibilities
* Design, implement and enhance investment reporting capabilities for sophisticated clients; engage directly with stakeholders across business, data and technology domains; operate at the heart of a client-centric reporting environment.
* Serve as a key end-user and subject matter expert in migrating client regulatory reporting from a legacy data framework into a new data platform (e.g., Snowflake).
* Plan, design and manage testing protocols to validate data flows, logic, and output.
* Analyse data sources and business processes to define how reporting, distribution and operational workflows should integrate.
* Author clear, concise technology and process requirement documents, translating business needs into implementable solutions.
* Oversee the validation and deployment of reporting outputs into the live environment.
* Collaborate with report onboarding teams to ensure industry-standard reports are delivered with accuracy and timeliness.
* Gather and prioritise client feedback to refine report content and tool enhancements.
* Establish oversight and monitoring processes to ensure ongoing report performance and quality.
Skills/Experience
* Deep understanding of data warehouse ecosystems, including data pipelines, transformations, storage, access, reporting tools and governance.
* Proficiency in SQL is essential.
* Experience in a programming or automation environment (Python, VBA or similar) is highly desirable.
* Demonstrated ability to present, train, and liaise with both technical and non-technical stakeholders.
* Strong data visualisation skills and familiarity with typical reporting toolsets.
* Excellent analytical, problem-solving and process thinking capabilities.
* Outstanding written and verbal communication skills, able to synthesize priorities and articulate objectives across diverse audiences.
* Self-starter with the ability to work proactively, take initiative and propose improvements.
* Highly organised, detail-oriented, with a proven track record of delivery under pressure.
Additional Information
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16243
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