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Investor Reporting Manager

  • £35000 - £40000 per annum
  • Liverpool, Merseyside
  • Permanent
  • Wealth & Investment Management, Operations

Investor Reporting Manager

£35,000 - £40,000

Permanent, Full time

Liverpool (hybrid-working)

Investor Reporting Manager required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment Management organisation.

Key responsibilities of the Investor Reporting Manager:

  • Responsible for the management of an operational team who produce and distribute investor reporting (including CGT and Income Reporting). The role requires both hands on management and strategic planning.
  • Provides a consistent client service level model and ensures that all service levels are consistently satisfied or exceeded.
  • Develops policies and processes to ensure the volume of work produced meets product/service standards and exceeds quality standards. Identifies and implements process improvements to improve the experience for all stakeholders.
  • Maintains effective working relationships with third party vendors to ensure reports distributed accurately and within service levels.
  • Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
  • Ensuring all client queries received by the team are reviewed and resolved in line with expectations and ensuring delivery of a high level of client service both internally and externally.
  • Maintain departmental control models, produce MI and monitor KRIs to ensure they are up to date and reflective of processes to ensure regulatory breaches are minimised.
  • Ensure all tasks and duties that fall within the teams responsibility are completed in a timely and accurate manner. Escalation of any material issues.
  • Co-ordinate testing and ensure test scripts are up to date and reflective of live process, plus support of software releases
  • Keep up to date with industry developments and changes.
  • Undertake projects or tasks as required

Required skills an experience of the Investor Reporting Manager:

  • Experience of managing multi-disciplinary teams ideally across multiple locations
  • Direct experience of dealing with a wide range of employee relations activities
  • Strong operational knowledge & experience of reporting to investors within the financial services industry (including CGT and Income Reporting)
  • Strong systems skills/ability to define MI/ manipulate data (ideally intermediate+ Excel)
  • Good problem-solving and analytical skills.

The company offers strong progression paths and excellent benefits including a 9% pension contribution, 28 days holiday and annual bonus.

This is fantastic opportunity to join a well-established organisation with the option for hybrid working. If you believe you have the necessary skills and experience for the Investor Reporting Manager, please apply now, or contact Olivia Lawrenson at Sellick Partnership.

Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.

Olivia Lawrenson Resourcing Consultant

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