Client Reporting & RFP Associate – Boutique Asset Manager

Stephen Bell Associates

Permanent Financial Specialists
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Location
London, England, United Kingdom
Posted
July 25, 2026

Job Description

Our client is a leading boutique asset manager with a range of successful active funds. They are seeking to hire a Client Reporting & RFP Associate. Key responsibilities include:

  • Review and maintain client reporting materials including performance, risk measures, portfolio exposures and fee information, ensuring accuracy, consistency and timeliness.
  • Own and document reporting calculations and methodologies; investigate data issues and provide clear, reproducible solutions.
  • Leverage technical and data expertise to respond to client and internal data requests, including working with large datasets and complex information.
  • Manage projects focused on refining client reporting and information distribution structure and processes to meet client needs.
  • Write RFP’s, RFI’s and DDQ’s, working closely with subject matter experts across the firm.
  • Create and manage key client materials including presentation slides and investment summaries.

    • Job Details

    • Job Type
      Permanent
    • Category
      Financial Specialists
    • Date Posted
      July 25, 2026
    • Application Deadline
      September 03, 2026