Client Reporting Analyst

Permanent contract|London|Private Banking

Client Reporting Analyst

Kleinwort Hambros
London, United Kingdom Permanent contract Private Banking

Responsibilities

Description of the Business Line or Department

  • A team of Investment Managers (IMs) and Assistant Investment Managers (AIMs). 
  • IMs work with Client Relationship Managers (CRMs) and Wealth Planners (WPs) to provide investment solutions (Discretionary (DPM) and Advisory (ADV)) to clients and prospects.

Summary of the key purposes of the role

  • Produce Portfolio Review Packs (PRP) for use at client portfolio review meetings
  • Supervise the PRP production process for the IM team in all KH offices, including the updating of key slides and data and the sharing of this with other team members producing PRPs (London, CI and GIB)
  • Maintain the PRP procedures

Summary of responsibilities

  • Produce Portfolio Review Packs (PRP) for use at client portfolio review meetings
  • Supervise the PRP process for the IM team, including the updating of key slides and data and the sharing of this with other team members producing PRPs (London, CI and GIB)
  • Escalate any PRP production issues within IM and Commercial as necessary
  • Train new team members on the PRP process
  • Maintain the PRP procedures
  • Continuously improve the PRP template as necessary: design, style, content, regulatory changes
  • Produce monthly management information on PRP volumes / lead times
  • Work with the Portfolio Construction team on technical changes / improvements to the PRP tool.
  • From time to time, as volumes permit, assist with the production of other Investment Management / MKT client literature.

Profile required

Competencies 

  • Individual contributor competencies as defined in the SG Leadership Model
  • Basic understanding of all major asset markets (equities, bonds, FX, commodities, hedge funds)
  • Basic knowledge of UK regulatory framework
  • Strong appreciation of DTP / design
  • Strong analytical skills
  • Attention to detail
  • Good communication skills
  • Competency with Microsoft Office programs (in particular Excel and Powerpoint)

Why join us

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

Business insight

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Société Générale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender identity.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 22000A1P
Entity: Kleinwort Hambros
Starting date: immediate
Publication date: 2022/06/10
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