Senior Tailored Investment Reporting Associate

Insight Investment

Senior Associate role managing tailored investment reporting solutions at Insight Investment. Collaborating with stakeholders to ensure accurate reporting deliverables and process enhancements in a dynamic environment.

Posted 7/20/2026full-timeLondon • 🇬🇧 United KingdomSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client reporting and stakeholder engagement, with a strong focus on process improvement and team development. Proficient in advanced Microsoft Excel and PowerPoint, with a solid understanding of investment management and fixed income portfolios.

Highest-signal resume keywords

Client ReportingStakeholder EngagementProcess ImprovementMicrosoft ExcelInvestment Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client ReportingProcess ImprovementDocumentationData AnalysisReporting Solutions

Soft Skills

CommunicationInterpersonal SkillsOrganizational SkillsAttention to DetailProfessionalism

Tools & Technologies

Microsoft ExcelMicrosoft PowerPoint

Industry Keywords

Investment ManagementFinancial ServicesFixed IncomeLDIStakeholder Management

About the role

Key responsibilities & impact

Accurate and timely production and review of tailored monthly, quarterly, and ad-hoc client reporting deliverables.
Act as a key point of contact for stakeholders, ensuring reporting requirements are clearly understood and delivered to a high standard.
Investigate complex queries, identify root causes, and ensure issues are resolved within agreed timeframes.
Attend and actively contribute to meetings with Client Directors, Solution Specialists, Portfolio Managers, and other stakeholders, translating evolving requirements into actionable reporting solutions.
Develop a strong understanding of the underlying LDI and Fixed Income portfolios and strategies to effectively communicate and challenge reporting requirements where appropriate.
Identify, drive, and implement process improvements to enhance reporting quality, scalability, and efficiency.
Support the onboarding, training, and development of junior team members, promoting knowledge sharing and best practices.
Contribute to team projects, change initiatives, and continuous improvement activities.

Requirements

What you’ll need

Proven ability to build and maintain strong relationships with stakeholders across multiple levels of the organisation.
Strong communication and interpersonal skills, with the confidence to engage and influence a range of stakeholders.
Excellent organisational skills, with the ability to manage competing priorities and deadlines while maintaining strong attention to detail.
Demonstrates professionalism, accountability, honesty, and integrity at all times.
Proactive mindset with a track record of identifying and implementing process improvements.
Experience documenting processes and supporting the training and development of colleagues.
Strong systems skills, including advanced proficiency in Microsoft Excel and PowerPoint.
Experience within investment management, client reporting, operations, or a related financial services environment is desirable.
Educated to degree level, or equivalent relevant work experience.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Insight Investment Website LinkedIn All Job Openings 501 - 1000 employees Insight Investment is a leading global asset manager, responsible for assets under management across liability driven investment (LDI), cashflow-driven investing (CDI) and longevity hedging, currency management, fixed income, absolute return, multi-asset and specialist investment strategies. Senior Tailored Investment Reporting Associate 🔥 1 hour ago 🏢🏡 London – Hybrid ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Accurate and timely production and review of tailored monthly, quarterly, and ad-hoc client reporting deliverables.
Act as a key point of contact for stakeholders, ensuring reporting requirements are clearly understood and delivered to a high standard.
Investigate complex queries, identify root causes, and ensure issues are resolved within agreed timeframes.
Attend and actively contribute to meetings with Client Directors, Solution Specialists, Portfolio Managers, and other stakeholders, translating evolving requirements into actionable reporting solutions.
Develop a strong understanding of the underlying LDI and Fixed Income portfolios and strategies to effectively communicate and challenge reporting requirements where appropriate.
Identify, drive, and implement process improvements to enhance reporting quality, scalability, and efficiency.
Support the onboarding, training, and development of junior team members, promoting knowledge sharing and best practices.
Contribute to team projects, change initiatives, and continuous improvement activities. 🎯 Requirements
Proven ability to build and maintain strong relationships with stakeholders across multiple levels of the organisation.
Strong communication and interpersonal skills, with the confidence to engage and influence a range of stakeholders.
Excellent organisational skills, with the ability to manage competing priorities and deadlines while maintaining strong attention to detail.
Demonstrates professionalism, accountability, honesty, and integrity at all times.
Proactive mindset with a track record of identifying and implementing process improvements.
Experience documenting processes and supporting the training and development of colleagues.
Strong systems skills, including advanced proficiency in Microsoft Excel and PowerPoint.
Experience within investment management, client reporting, operations, or a related financial services environment is desirable.
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