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Investment Specialist Support / Fund reporting, Asset Management, London

Logan Sinclair
London, United Kingdom
Closing date
Dec 20, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Our client, a top 10 global asset manager, is hiring an investment specialist on a 6-months contract basis to support the maintenance and production of fund data and client material.

  • Produce presentations and fund reports on a monthly basis and as required by the team
  • Produce statistical product reports using Excel and VBA macros
  • Coordinate the approval of pitchbooks with the compliance team
  • Maintain products and team data updated across databases such as Morningstar and eVestment among others
  • Support the production of newsletters, information requests, and presentations
  • Support the output of fund data such as performance attribution and dashboards

  • Knowledge of Fixed income acquired in an RFP, client servicing, content writing or another similar role
  • Highly proficient in PowerPoint, Excel, and VBA
  • Other European language skills are a plus
  • Team player spirit with high attention to detail

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