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Performance and Client Reporting Co-Ordinator

  • Location


  • Sector:

    Pensions and Benefits

  • Job type:


  • Salary:

    £40000 - £50000 per annum, Benefits: Excellent

  • Contact:

    Kieron Snow

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    7 months ago

  • Expiry date:


  • Startdate:


  • Consultant:


Job title: MAS EMEA Performance and Client Reporting Co-Ordinator

Department: London - Multi Asset Solutions - EMEA

Reporting to: Head of Investment Delivery 

Location: London 

Salary - £40- £50k dependent upon experience + generous benefits package + bonus

My client, a pre-eminent Asset Management Company is searching for a Performance and Client Reporting Co-ordinator to ensure the accurate and timely production of their factsheets, clients quarterly investment reports and periodical reporting and to maintain data accuracy and integrity to the highest standards, specifically in relation to Defined Contribution (DC) default fund solutions.

This challenging, varied and rewarding role will provide the opportunity to gain excellent exposure within the company, working closely as part of a team and building strong working relationships internally and externally, whilst continuously challenging current processes, making improvements whilst meeting client expectations. 

If the below sounds like you, please get in touch to find out more....

 Ideally three – five years experience of working within the asset management / pensions industry producing or supporting investment performance reporting be it on factsheets, client reports or other.

 Knowledge of the DC Pension market would be an advantage

 A keen eye on data integrity and accuracy. Very adept and confidence at working with numbers

 Highly organised and detailed orientated with the ability to work well independently and within a team

 Flexible approach to a multi-tasking work environment, with the ability to prioritise, and know when to seek guidance for prioritisation.

 Can build relationships and trust with colleagues in the teams you will interact with. Predominantly middle and back office technology and data reporting teams but also the Client Group and, of course, the Multi-Asset team.

 Minimum GCSE/ O to A Level standard of education, including English and a high Maths grade. University degree preferred but not essential. It is more important for the candidate to be very proficient with data and excel

 Proficient/expert in Excel