Client Reporting Team Manager

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‑making

Profile

• 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 essential

Job 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.