FUTUREGROWTH ASSET MANAGEMENT IS RECRUITING! We have an exciting opportunity available for a Client Reporting Specialist in our Client Reporting team.Futuregrowth is committed to transformation. A strong preference will be given tosuitably qualified previously disadvantaged candidates.Client Reporting Specialist Are you passionate about investments and seeking a rewarding career in fiduciary asset management? Do you have strong communication and interpersonal skills; are you highly organised and adaptable, with a strong ethical base? Then this position might be for you!Who is Futuregrowth? Futuregrowth has been South Africa's leading developmental, responsible and fixed-income investor for over 25 years. We manage a range of fixed interest and development funds and play a key leadership role in the South African asset management industry. We are committed to investing our clients' funds in a responsible manner, with the interests of our clients always coming first.Purpose of the position The Client Reporting Specialist will be responsible for managing client reporting processes (Daily, monthly, and quarterly) and creating bespoke reports for various clients to ensure exceptional client experience. This role will also collaborate with internal teams to ensure accurate and timely delivery of portfolio data and client reports. The ideal candidate will have a strong understanding of asset management and portfolio data and will possess excellent client reporting, communication, a process-driven mindset and interpersonal skills.Key responsibilities of the position
Managing the end-to-end client reporting process, ensuring accuracy and timeliness of data delivery which include daily, monthly and quarterly client reporting, as well as certain regulatory returns.
Managing the various key stakeholders to ensure input data is delivered within the client and internal agreed SLAs per procedural processes.
Producing bespoke client reports & submissions, including Tax (Four Funds Tax computations) as well as other ad-hoc requests.
Collaborating with internal teams such as Client Management, Client Operations, Portfolio Management, Compliance, Enterprise Solutions, and broader Operations teams to gather necessary data and information for client reporting.
Maintaining an in-depth understanding of clients' reporting requirements and reports accordingly.
Continuously enhance reporting templates and processes to ensure they remain efficient and in line with business and/or industry best practices.
Supporting the development of digital reporting tools and platforms to enhance client experience through various projects.
Contributing to the ongoing improvement of the overall client experience by providing feedback and suggestions to relevant teams.
Stay abreast with industry trends and regulatory changes to ensure compliance with all reporting standards.
Managing the various key stakeholders including back-office in the production workflow for reviews to ensure sign off ahead of client deadlines.
Working closely with the Investment & Operations teams to coordinate any changes that reflect in the reports.
Providing production and delivery stats (metrics) to the business to track efficiency.
Ensuring team members are appropriately cross-trained and there is a backup for each task.
Ensuring efficiency and accommodate change to strategies, client demands, or in response to industry changes.
Knowledge and experience requiredSkills, know-how and experience:
Minimum of three years' experience in asset management portfolio administration, client reporting or a related operational role.
An understanding of client reporting and operations within asset management.
Strong technical knowledge of client administration transactions, as well as financial instruments.
Relevant experience in asset management administration (specifically Fixed Interest).
Experience in projects.
Proficient in Hiport, CRM, Infostore is desired.
Proficient in Excel (including formulae, and the manipulation of data and spreadsheets).
Knowledge of Four Funds tax.
Technical/ professional qualifications:
BCom, B Com Hons or similar qualification, with a focus on financial subjects.
Key behaviours and competencies:
Good at building and maintaining relationships;
Ability to communicate effectively, both verbally and in writing;
Enjoy teamwork and collaboration;
Display drive and purpose;
Adaptability;
Analytical and problem-solving skills;
Planning and organising skills;
Quality orientation;
Attention to detail; and
Results orientation.
Recruitment process and closing dates Selected candidates will need to attend a series of competency-based interviews/activities and a psychometric assessment.Contact details Email: ******
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