About Skerryvore

Skerryvore Asset Management (Skerryvore) is an independent boutique investment partnership established in Edinburgh in 2019. Our investment philosophy is to invest responsibly in emerging markets and to generate absolute long term returns for our clients, through an unwavering focus on the quality of the businesses in which we invest. We believe in managing clients’ money as we would our own, aligning our interests with our clients and never losing sight of the trust that is put in us to be responsible stewards of capital.
We are partnered with BennBridge, which is a multi-boutique investment firm based in London. Skerryvore is an Appointed Representative of BennBridge.

Position Summary

We have an excellent opportunity for an experienced Client Service & Reporting Analyst to join our team in Edinburgh on a 12-month fixed term contract basis. This is an ideal opportunity for candidates with a minimum of 5 years’ experience in client reporting and performance reporting or data reporting within the investment management sector. Working closely alongside Skerryvore’s Client Portfolio Manager and Investment Director, the Client Service & Reporting Analyst will be responsible for the co-ordination and management of all client reporting for our global segregated client base and pooled vehicles and be the main point of contact for client enquiries and internal and external client data providers.

If you are someone who believes in providing exceptional client service and would like to join a far sighted and fair-minded boutique business, then please apply via email with your résumé and accompanying introduction letter to Karen.Lumsden@skerryvoream.com.

Candidates must be resident and eligible to work in the UK.

Key Responsibilities :

• Own and manage the processes supporting client servicing. This will include being the main point of contact for client enquiries, liaising with multiple internal and external stakeholders globally, and ensuring that all requests are resolved in a timely manner.
• Assist the Client Portfolio Manager, and at times the distribution team at BennBridge, in arranging client, consultant and prospect meetings, and co-ordinate all supporting presentation documentation.
• Interact directly with external client data providers to ensure timely delivery of information into the reporting team.
• Produce and disseminate high quality, accurate, compliant, and timely monthly and quarterly Fund, client, and consultant reporting, making sure internal and external deadlines are met.
• Update and fact check monthly and quarterly generic reporting materials.
• Pro-actively monitor and assist with the implementation of new data requirements arising from new client reporting requests and firmwide driven initiatives.
• Work with the Investment Director and the marketing team at BennBridge on the production and updating of all marketing collateral.

Competencies

• Committed to providing exceptional client service.
• Operates with professionalism, honesty, and integrity at all times.
• A team player with a flexible and proactive approach, able to identify and solve problems.
• Effective interpersonal skills.
• Effective organisational and time management skills.
• Excellent written and verbal communication skills, with ability to tailor communications to different audiences.
• Strong attention to detail and able to demonstrate high levels of accuracy and thoroughness.
• Good working knowledge and understanding of the application of the Global Investment Performance Standards (GIPS).
• Proficient PC skills including Excel, Word, and PowerPoint.
• Working knowledge of Salesforce and experience of using a workflow management tool preferred but not compulsory.
• Holds the Investment Management Certificate (IMC) or is working towards the IMC (or equivalent) preferred but not compulsory.

Our Commitment to Diversity, Equity, and Inclusion

We are committed to providing an inclusive and equitable environment for our people. From day one you will be encouraged to be yourself and supported to perform at your best. With the right technology, support and resources, our people can work in a range of flexible ways.