Client Reporting/RFP Analyst

Berkeley Croft Ltd; City of London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading investment management firm in London is looking for an Associate to join their Distribution team. The role involves managing client reporting, responding to queries, and enhancing service delivery. Candidates should possess strong communication skills, attention to detail, and up to 3 years of relevant experience. This is an excellent opportunity for recent graduates and individuals looking to develop in the investment sector.

Qualifications

• Up to 3 years of relevant experience in asset management or professional services.
• Strong execution skills with a data-driven insight.
• Proactive and organised with a deadline-driven approach.

Responsibilities

• Managing the full client reporting cycle—from creation through to distribution.
• Responding to client queries via phone and email.
• Identifying client needs and opportunities to enhance service delivery.
• Supporting Consumer Duty reporting.

Skills

Strong communication skills

Attention to detail

Proficiency in Microsoft Office

Ability to work independently

Collaborative approach

Education

Relevant degree or placement year in investment management or professional services

Tools

InDesign

HubSpot

Morningstar

FactSet

Thinkfolio

Bloomberg Terminal

Job description

This range is provided by Berkeley Croft. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

We’re partnering with a UK-focused, multi-asset wealth manager to find a professional, client-centric individual to join their Distribution team.

This is an excellent opportunity for a recent graduate who has completed a placement year within investment management or professional services, or for someone in the early stages of their career who is keen to develop within a leading investment business.

We’re looking for someone with strong communication skills and exceptional attention to detail, as this role is focused on both reporting and client engagement.

As an Associate, you’ll support the delivery of high-quality client service by managing communications, maintaining detailed reports, and assisting with a range of distribution activities.

Key responsibilities

• Managing the full client reporting cycle—from creation through to distribution
• Responding to client queries via phone and email in a timely and professional manner
• Identifying client needs and opportunities to enhance service delivery
• Supporting the Head of Distribution in producing Consumer Duty reporting

The ideal candidate will bring

• Up to 3 years of relevant experience in asset management or professional services
• Proficiency in Microsoft Office, with a willingness to learn tools such as InDesign, HubSpot, Morningstar, FactSet, Thinkfolio and Bloomberg Terminal
• Strong execution skills, excellent attention to detail, and data-driven insight capabilities
• A proactive, organised, and deadline-driven approach
• The ability to work independently and collaboratively within a team

Please note that visa sponsorship is not available for this position.

Apply for more details.