Job Description:

Our client a market leading asset management firm is looking for a Client Reporting & Onboarding Vice President based in Edinburgh to work as part of the Client Reporting team formulating the successful delivery of critical investment reporting. As a Client Reporting & Onboarding Vice President you will partner with colleagues to craft and advance a globally aligned vision and business model.

Essential Skills/Experience:

• Keen interest in investment products with 5+ years of financial services experience, especially client on-boarding, communications, or data visualisation is desirable.
• Proven ability to operate under tight deadlines prioritising work and documenting conclusions.
• Excellent written and verbal communication skills with extraordinary client service skills, maturity, and autonomy.
• Great attention to detail with the ability to synthesise information, summarise issues, and think creatively.
• Strong analytical and problem-solving skills.
• High level of proficiency in Microsoft Excel, particularly VBA, is desirable.

Core Responsibilities:

• Leading a team responsible for on-boarding new client reporting.
• Designing specialised reporting appropriate to individual client needs showing high understanding of the flow of client, market, fund information, and external data providers.
• Analysing trends in data requests to improve and enhance client reports on an ongoing basis.
• Ensuring timely and accurate delivery of reporting as clients on-board to set a strong initial service standard.
• Building and maintaining open and trusting key partner relationships, with client-facing teams and with key data providers.
• Using appropriate technology to provide efficient and scalable solutions as well as regular application of Excel to customised solutions.
• Supporting relevant business improvement projects, including automation/standardisation efforts and the evolution of standard reporting.
• Understanding the risk environment within the department - promoting risk awareness, assessment, and controls.

Benefits:

• A highly competitive salary
• Wider Benefits package

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: 14015

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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