Client Reporting & RFP Analyst — Early Career Growth

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

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.