Client Reporting Cover Letter

I would like to submit my application for the client reporting opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for advice and investment risk consulting services to users of these reports across investment management marketing groups and clients.

My experience is an excellent fit for the list of requirements in this job:

• Understanding of performance principles and calculations
• Work to and share best practice
• Assist the Team Leader through indirect management, coaching and monitoring of 2/3 Client Reporting Specialists and their workloads and acting as Team Leader role in their absence
• Assist the Team Leader with quality control of client and regulatory reporting
• Ensure a log of all internal and external queries is maintained on Viaduct on a daily basis
• Ensure that procedures are followed, highlight any amendments and provide training for new starters/ to existing staff following any changes
• Contribute to identifying areas for continuous improvement and within Client Reporting/ GDS
• Provide oversight responsibilities to the GDS Client Reporting teams in Hyderabad ensuring all deliverables are met and assistance given

I am excited to be applying for the position of client reporting. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for head office oversight by liaising with internal stakeholders (sales and investment teams) when changes needed or issues with the factsheets.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Outstanding client service and project organization skills, maturity and judgment in dealing directly with clientele and internal teams
• Possesses passion for customer service
• Exposure to banking and brokerage investments and products
• Good knowledge of Microsoft Excel and a working knowledge of Microsoft PowerPoint
• Knowledge of MicroStrategy, B-ONE and Barclay’s Point
• Good understanding of the Fixed Income asset class
• Experience in Asset Management or Financial Industry
• Frequently communicate in English (meeting, email, phone, ) in the current workplace

I would like to submit my application for the client reporting opening. Please accept this letter and the attached resume.

Previously, I was responsible for investment sales support for new client situations in collaboration with the necessary internal partners including profiling the investment opportunity, bringing in the appropriate subject matter experts and ensuring the execution of investment related deliverables in the sales process.

Please consider my qualifications and experience:

• Experience within the financial services industry including proven experience in a relevant client reporting and administration role
• Understanding of individual client requirements and deadlines
• String analytical and problem solving abilities
• Able to discuss complex/technical concepts in a meeting environment
• Point of escalation for reporting within NTAM
• Close working with Performance, Front Office and Portfolio Management teams
• Coordination with various internal and external teams to ensure all data is collated, checked and presented per internal SLAs in order to meet client reporting deadlines
• Status reporting to client teams and senior management on any late reports or deadlines at risk due to issues

In response to your job posting for client reporting, I am including this letter and my resume for your review.

Previously, I was responsible for quality control review of all client, product and investment reports prior to distribution.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Demonstrated people leadership across global virtual teams
• Strong knowledge of the Investor & Treasury Services products and business concepts and design
• Proven record in Change Management
• Experience overseeing daily team functions and staff
• Knowledge of reconciliations, exceptions management and the interdependencies between Exceptions Management and other operational areas
• Good understanding of JHC applications, front office and back office
• Experience of Microsoft Office or similar applications
• Knowledge of Solvency II

Please consider me for the client reporting opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for a proactive support to the Sales team in order to maximise the sale of collectives investment products;.

Please consider my experience and qualifications for this position:

• Proactively take action to solve problems in collaboration with both internal and external parties
• CFA or CMA charter holder preferable
• Previous experience of a client reporting function within an asset management organisation
• A client service oriented manner
• Numerate and comfortable working with large datasets
• Technical aptitude for systems/software applications
• Fast learner that can adapt quickly
• Flexible and open to changing environment and requirements