Client Reporting Specialist (Asset Management)

Our client is a successful and reputable Boutique Asset Management Company who has a critical need for a Client Content & Reporting Specialist. This role forms and integral part of their business as it supports the Business Development and Client Engagement endeavours of the firm.

Role Overview

As a key member of the business development and client servicing team, you will be responsible for producing, maintaining, and enhancing high-quality client-facing collateral and fund-related reporting. This includes presentation materials, written content, and performance data tailored to institutional and retail audiences. Your work will support client report backs, business pitches, due diligence questionnaires (DDQs), and requests for proposals (RFPs).

The ideal candidate will bring a combination of analytical rigour, attention to detail, strong communication skills, and proficiency in Microsoft Office tools. You will play a central role in ensuring the accuracy, consistency, and professionalism of the content used across the firm’s client touchpoints.

Core Responsibilities

Client Content & Collateral Production

• Prepare and update presentation slides, written reports, and documentation for use in:
  • Client report backs and engagements
  • Business development pitches
  • DDQs and RFPs
• Synthesise complex investment and business information into clear, well-structured outputs suitable for various audiences.
• Operate within the team’s content management systems and processes to ensure efficient content versioning, storage, and access.

Fund Data Management & Reporting

• Generate, collate, and verify fund-related data from internal systems and external platforms (e.g., Morningstar).
• Support the creation and regular updating of:
  • Fund performance reports and factsheets
  • Monthly and quarterly investment commentary
  • General fund updates and data sheets
• Ensure all fund data presented externally is accurate, timely, and aligned with internal performance measurement standards.

Expanded Responsibilities

Client & Market Research

• Conduct research and compile market intelligence on:
  • Institutional and retail investment trends
  • Investor behaviour and client segments
  • Regulatory developments and competitor positioning
• Build and maintain detailed client profiles to support more personalised and effective client engagement.

Performance & Investment Reporting Support

• Assist in the preparation of performance reporting and analysis, including:
  • Performance attribution and benchmarking
  • Portfolio-specific commentary for client-facing materials
• Review and ensure consistency and integrity of investment data, escalating discrepancies to senior team members.

Client Reporting Innovation & Experience

• Lead or contribute to internal initiatives aimed at enhancing the client reporting experience.
• Support automation and visualisation efforts (e.g., dashboards and digital delivery solutions).
• Champion improvements in client satisfaction, outcome transparency, and reporting clarity.

Key Skills and Tools

• Advanced proficiency in PowerPoint, Excel, and Word
• Ability to transform data into engaging visual narratives
• Experience working within content and data management systems
• Exceptional attention to detail and accuracy
• Strong written communication and document editing capabilities
• Familiarity with Morningstar and other performance data platforms (advantageous)

This role is ideal for an individual with a strong balance of technical proficiency, communication excellence, and an understanding of institutional asset management client expectations.

To Apply for this role please send your CV and supporting documentation to operations@asearch.co.za