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  • 10 September 2008
  • Reference: JR200403
  • Associate, Investment Reporting - Surrey

  • Surrey Competitive Permanent
  • Benefits: Competitive

An experience Investment Reporting associate is required for one of the UK's largest mutual fund managers, serving the investment needs of individuals, institutions and advisers, providing mutual funds, defined contribution pensions, segregated portfolios and multi-manager products across the globe. The role is based in Surrey.


The successful candidate would be responsible for generating investment reporting through the firm's automated document production system. The whole process includes taking a document from the initial stages of agreeing the content (where necessary), through gathering data from other teams, to arranging final signoff, hardcopy production and issue. The ability to pull together a document accurately within deadlines is essential.


Experience with Quark would be beneficial.


The role would suit a candidate with some investment industry experience who is keen to learn new skills. The position offers an excellent opportunity to learn more about the Institutional Investment Management process and build relationships with many other teams at various levels of the business.

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