Client Reporting and Performance Manager

Client Reporting and Performance Manager

Horsham, West Sussex, United Kingdom

Who we're looking for

The Investment Performance & Client Reporting Manager will lead the team responsible for the end-to-end delivery of timely, accurate and insightful client and investment performance reports across all asset classes. This role spans performance measurement, attribution analysis and all aspects of client reporting production and review, ensuring regulatory, business and client requirements are met to the highest standards.

The successful candidate will drive operational efficiency, digital innovation and process improvement across both performance and reporting disciplines, ensuring robust controls and a culture of quality. The role requires outstanding stakeholder management, leadership and the ability to coach, develop and motivate teams to deliver excellent client outcomes.

You will work cross-functionally, providing data, responding to queries, resolving exceptions, and ensuring all outputs are subject to effective controls and delivered within agreed KPIs and SLAs. The successful candidate will have proven experience in asset management operations, performance measurement, and client reporting, with a strong technical and regulatory grasp and high attention to detail.

About Schroders

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

The base

At Schroders, we're known for doing things differently. That's why we’re building a home for the ambitious in Horsham, West Sussex. You’ll get all the benefits of being part of a world-leading FTSE 100 company. But you’ll also get the support of being part of a genuine local community. If you’re looking for opportunities that match your ambitions, you’ll find them right here in Horsham.

What you'll do

• Lead and develop multi-skilled teams across the Client Reporting and Investment Performance functions, setting performance and development goals, conducting appraisals and 1:1s, and acting as a mentor.
• Oversee the end-to-end production, review and delivery of client and investment performance reports, ensuring accuracy, timeliness and adherence to evolving client, business and regulatory requirements.
• Ensure the highest standards in the data and processes underpinning performance measurement, attribution and client reporting; manage resolution of queries, discrepancies and exceptions.
• Create, monitor and present Management Information (MI) and Key Performance Indicators (KPIs) to senior management and key stakeholders.
• Maintain and continuously improve strong control and risk management processes, ensuring procedures and documentation are complete, current and effective.
• Build and manage relationships with internal clients (such as fund managers, client directors, product teams and senior management) and external partners, acting as a solutions-oriented contact point.
• Drive operational efficiencies, capacity creation, digital innovation and best practice in all processes and systems (e.g. B-One, Aladdin, Vermillion Reporting Suite).
• Lead and deliver process enhancements and reporting or performance-related projects.
• Remain up-to-date with industry, regulatory and technology trends; attend relevant conferences and contribute to relevant initiatives and projects.
• Act as an escalation point for the team, modelling a culture of quality, effective prioritisation and operational excellence.
• Provide relevant training to clients of the function’s services.
• Support Head of Client Mandate Lifecycle and contribute to other key initiatives and projects as required.
• Owns the Business Continuity Plan (BCP) and the Risk and Control Assessment (RCA) of the team.
• Monitor UST Service deliverables and elevate when service degrades.
• Ensure Training and procedures are up-to-date for UST teams.

What you'll be like

• Extensive…