Client & Fund Performance Reporting Consultant - 18 month FTC

📋 Description

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• Provide fund and strategy support to existing clients with high-quality data.
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• Source and analyse performance data at asset, fund, and investor levels.
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• Monitor pipeline of new investments and funds to ensure data capture in reporting.
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• Produce investment presentations and marketing materials for client meetings.
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• Collaborate with Product Teams, Investment Deal Teams, Portfolio Managers, Operations, Finance, Legal/Compliance, and Risk.
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• Prepare ad-hoc reports and analyse data for investor queries or internal projects.
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• Help develop automation to drive efficiencies and improve data quality.
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🎯 Requirements

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• 3+ years in consulting or fund performance.
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• Strong analytical skills and data analysis.
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• Proficiency in Excel and PowerPoint.
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• Ability to communicate insights clearly from data.
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• Experience managing multiple teams and projects in a fast-paced environment.
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• Bias for action; quick learner with self-motivation.
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• Strong verbal and written communication; ability to build relationships globally.
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• Interest in financial markets and private markets.
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