Client Insights and Analytics Associate - Page Personnel Finance : Job Details

The Client Insights and Analytics Associate role involves supporting global client distribution efforts by analysing data and producing insightful reports on investment portfolios and performance. It requires managing client content, relationships, and investment-related communication materials.

Client Details

The client is a globally-focused organisation that prioritises collaboration, autonomy, and continuous learning. They are dedicated to balancing the needs of their teams, clients, and broader societal contributions through philanthropic programmes. They are looking to bolster their client operations team with the addition of a new Client Insights and Analytics Associate.

Description

The Client Insights and Analytics Associate role involves analysing and maintaining client reporting materials, responding to client queries, and developing content on investment portfolios and performance. Additional tasks include managing global projects to streamline processes, developing client relationships, and producing internal communication materials on the client's strategies.

Profile

The ideal candidate will have a client-centric approach, strong analytical skills, and a keen attention to detail. They should demonstrate a growth mindset, be eager to learn, and possess excellent communication skills with an interest in working with various systems and data tools in financial services.

Job Offer

The client is based in the City of London and provide a dynamic, agile working environment that supports professional development and continuous learning. The role offers autonomy, growth opportunities, and involvement in meaningful philanthropic initiatives.