Client Reporting Associate (JR1019661)

Job Description

Company Description

Broadridge Financial Solutions, Inc. (BR) , a $4 billion global Fintech leader and a part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry and employs over 11,000 associates in 18 countries. For more information about Broadridge, please visit Broadridge.com/ .

Job Description

• The Position
  • Prepare Printed Factsheets, Digital Factsheets, Newsletters, Quarterly Investment Reports and other complex investment documents in multiple languages for both asset managers and administrators.
  • Review and validate document content in accordance with procedures.
  • Manage the document approval process.
  • Manage requests from clients and external stakeholders.
  • Ensure all client deliverables are of the highest quality while meeting client requirements and deadlines.
  • Suggest and implement new controls and process improvements.
  • Support strong governance and control framework.
  • Attend and contribute at client calls and daily team stand-up meetings.

The Person

• 1-2 years’ experience in a similar or related role in asset management, funds or securities processing industries.
• High attention to detail.
• Advanced knowledge and extensive experience of Microsoft Office software.
• Analytical problem solving skills.
• Excellent interpersonal, communication and customer service skills.
• Ability to establish priorities, meet deadlines and concentrate on detailed information in a fast-paced demanding work environment.

What we offer

• An opportunity to be part of a fast-paced growing company that will help you develop your career and progress through the company.
• Exposure to major asset management companies, wealth managers, administrators and law firms within the funds industry.
• A platform to build strong professional working relationships within the global funds arena.
• An opportunity to work with colleagues across a wide variety of business, technology, financial, compliance and operational backgrounds enabling you to add value across the company.
• Excellent benefits package including private healthcare, contributory pension scheme, permanent health insurance, EAP programme, life assurance, tax saver commuter ticket, bike to work scheme.
• Strong focus on personal learning and development culture including tuition support to help you reach your professional development goals.
• Opportunity to participate in innovation programmes- we recognise and reward new ideas.
• Be part of the fun - sports and social and charitable events organised throughout the year.

Our Services

• Service provider to the funds industry offering services in the following areas of:

UCITS KIID

• End- to end managed solution for KIID production, monitoring, translation, filing & dissemination.

PRIIPS KID

• Fully managed system for the production and distribution of KIDs.

Factsheets & Client Reporting

• Preparation and publishing of client factsheets for delivery to the investment market across a range of languages.

Digital Factsheets & Microservices

• Preparation, maintenance and hosting of online content and widgets for client websites.

MIFID II

• Working closely with clients on costs and charges disclosure to ensure compliance with MIFID II regulations.

Financial Reporting

• Preparation and Typesetting of annual and semi-annual financial reports.

Translation

• Applicable across the range of our services to enable us to provide a global reach for our clients.

Job Location

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