Client Business Associate

The Client Business Associate position is a permanent City of London-based role within the Client Reporting team, supporting global distribution and servicing efforts. The position combines analytical client reporting responsibilities with the preparation of key client materials to strengthen relationships and drive business growth.

Client Details

The client is a global investment management firm with a collaborative and intellectually curious culture, committed to building long-term partnerships through exceptional client service. They operate across multiple regions with a focus on institutional clients, consultants, and high standards of professionalism and integrity.

Description

The Client Business Associate's responsibilities include:

• Producing and maintaining accurate client reporting materials, including performance, risk, and portfolio data.
• Supporting requests for proposals (RFPs), due diligence questionnaires (DDQs), and consultant databases.
• Creating and managing client-facing materials such as presentations and investment summaries.
• Working with technology teams to refine reporting processes and streamline business workflows.
• Partnering with Client Managers to respond to product, firm, and investment-related queries.

Profile

The ideal candidate will be client-focused, analytical, and detail-oriented, with strong written and verbal communication skills. They should be a self-starter who enjoys problem-solving, demonstrates sound judgement, and has experience working on DDQs and RFPs in the financial services sector.

Job Offer

The successful Client Business Associate candidate will benefit from professional autonomy, continuous learning opportunities, and exposure to a global client base. They will also be part of a culture that values growth, collaboration, and the chance to contribute meaningfully to philanthropic initiatives.