Client Serving and Reporting - Selby Jennings in London - eFinancialCareers

This role supports institutional business development and client servicing through the creation of high-quality client communications, reporting, and questionnaire responses.

Key Responsibilities

• Draft and manage RFPs, RFIs and DDQs for prospective and existing clients.
• Produce regular and ad-hoc institutional client reports and supporting materials.
• Analyse and validate investment data for client-facing content and reporting.
• Maintain content libraries and ensure consistency across communications.
• Support consultant databases, industry surveys and business development initiatives.
• Leverage AI and technology to improve efficiency, reporting and content quality.
• Collaborate with Sales, Portfolio Managers, Product Specialists, Marketing, and Compliance teams.

Requirements

• Experience writing RFPs, RFIs and DDQs within asset or investment management.
• Strong analytical skills and experience handling investment data.
• Good understanding of investment products and ESG considerations.
• Advanced Excel and Word skills.
• Excellent written communication and organisational abilities.

What's on Offer

• Hybrid working
• Competitive compensation and benefits
• Learning and development opportunities
• Collaborative and inclusive culture
• Clear career progression opportunities

This is an excellent opportunity for an investment management professional to contribute to institutional client acquisition, retention and business growth through high-quality reporting and investment communications.