Investment Reporting Assistant

£20k - £40k
10 Sep 2019

Unique opportunity to join a multi-channel investment business

Opportunity to join the marketing team at a unique investment business as an Investment Reporting Assistant, maintaining investment reports and communicating investment updates to their clients.

  • Manage client data in the CRM system and draw reports on data according to clients needs
  • Work closely with internal teams to gather investment performance data to report to clients
  • Prepare data and information appropriate for mailing and onine purposes
  • Send investment updates through CMS system

This opportunity is suited to someone who enjoys project management, handling data and bringing content together. Would suit a bright graduate who has an interest in a data heavy role at a fantastic business.

Morgan McKinley is acting as an Employment Agency in relation to this vacancy.

Please note that any references to salary or pay rates in this advertisement and in the salary refinement section are indicative only and should only be used as a guide.

Kay Fleming's picture
Senior Consultant | Marketing & Sales Support
London +44 (0)20 7092 0010 |