Client Reporting Team Manager – DDQ & RFP job at South West London Full Time NEW

The Client Reporting Team Manager will oversee the creation and delivery of accurate and timely client reports while ensuring compliance with industry standards. This role requires a proactive approach to managing a team and improving reporting processes within the financial services sector.

Client Details

This organisation is a well-established entity within the financial services industry, known for its focus on providing exceptional services to its clients. As part of a medium-sized team, they are committed to delivering high-quality solutions and maintaining a strong presence in the market.

Description

• Lead, coach and develop a London-based Client Reporting team, fostering a collaborative, high-performing environment with strong accountability and continuous improvement
• Oversee team workflow, prioritisation and delivery to ensure all client reporting outputs are accurate, consistent and delivered on time
• Play a hands-on role in selected client deliverables while providing senior review, guidance and oversight across the team’s broader output
• Collaborate closely with international counterparts to ensure a coordinated, global approach to client reporting and servicing
• Review and oversee the production of client reports and materials, maintaining the highest standards of quality, accuracy and clarity
• Contribute to and review responses to RFPs, DDQs and other client or prospective client questionnaires
• Build strong working relationships with Client Managers, subject matter experts and internal stakeholders to support effective client servicing
• Identify and drive improvements to reporting processes, controls and outputs, working with technology and operations teams where appropriate
• Support broader client distribution and servicing efforts by providing clear, insightful reporting that supports informed client decision-making

Profile

• Proven experience within a buy-side or investment management environment
• Strong, hands-on experience delivering and reviewing RFPs, DDQs and complex client/prospect questionnaires, with high standards of accuracy and consistency. You must be an SME in this area.
• Currently operating as a Supervisor, Senior Analyst or Junior Team Lead, and looking to step up into a broader people-management role
• Highly detail-oriented and comfortable remaining closely involved in day-to-day production while providing review and oversight
• Demonstrated ability to coach, mentor and manage a small team, fostering accountability, development and continuous improvement
• Strong client-centric mindset, with sound judgement and a focus on delivering clear, high-quality reporting
• Excellent written and verbal communication skills, with the ability to convey information clearly and with audience awareness
• Well organised, able to manage multiple priorities and deadlines without compromising quality
• Collaborative and effective when working with colleagues across functions and geographies
• Proactive self-starter who enjoys problem-solving and improving processes
• Strong academic background with a proven track record of professional achievement
• Relevant professional qualifications, degree is a must and CFA, CPA, CIPM or equivalent are advantageous but not essential

Job Offer

• Competitive salary ranging from £100,000 to £110,000.
• Opportunities for career growth within the financial services industry.
• Supportive company culture with a focus on professional development.
• Comprehensive benefits package (details to be confirmed).
• Permanent position offering long-term career stability.

If you are a dedicated professional with a passion for client reporting and team management, we encourage you to apply for this exciting opportunity.