The Client Reporting Team Manager will oversee the creation and delivery of accurate and timely client reports while ensuring compliance with industry standards. This role requires a proactive approach to managing a team and improving reporting processes within the financial services sector.
Client Details
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.
Description
Lead, coach and develop a London-based Client Reporting team, fostering a collaborative, high‑performing environment with strong accountability and continuous improvement
Oversee team workflow, prioritisation and delivery to ensure all client reporting outputs are accurate, consistent and delivered on time
Play a hands-on role in selected client deliverables while providing senior review, guidance and oversight across the team's broader output
Collaborate closely with international counterparts to ensure a coordinated, global approach to client reporting and servicing
Review and oversee the production of client reports and materials, maintaining the highest standards of quality, accuracy and clarity
Contribute to and review responses to RFPs, DDQs and other client or prospective client questionnaires
Build strong working relationships with Client Managers, subject matter experts and internal stakeholders to support effective client servicing
Identify and drive improvements to reporting processes, controls and outputs, working with technology and operations teams where appropriate
Support broader client distribution and servicing efforts by providing clear, insightful reporting that supports informed client decision‑makingProfile
Proven experience within a buy‑side or investment management environment
Strong, hands‑on experience delivering and reviewing RFPs, DDQs and complex client/prospect questionnaires, with high standards of accuracy and consistency
Currently operating as a Supervisor, Senior Analyst or Junior Team Lead, and looking to step up into a broader people‑management role
Highly detail‑oriented and comfortable remaining closely involved in day‑to‑day production while providing review and oversight
Demonstrated ability to coach, mentor and manage a small team, fostering accountability, development and continuous improvement
Strong client‑centric mindset, with sound judgement and a focus on delivering clear, high‑quality reporting
Excellent written and verbal communication skills, with the ability to convey information clearly and with audience awareness
Well organised, able to manage multiple priorities and deadlines without compromising quality
Collaborative and effective when working with colleagues across functions and geographies
Proactive self‑starter who enjoys problem‑solving and improving processes
Strong academic background with a proven track record of professional achievement
Relevant professional qualifications, degree is a must and CFA, CPA, CIPM or equivalent are advantageous but not essentialJob Offer
Competitive salary ranging from £100,000 to £110,000.
Opportunities for career growth within the financial services industry.
Supportive company culture with a focus on professional development.
Comprehensive benefits package (details to be confirmed).
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