Client Reporting Manager

Client Reporting Manager Role

The role holder will build strong relationships across a variety of both internal and external counterparties. Good interpersonal skills are key given the broad range of stakeholders. Leadership will also be required when leading initiatives across a number of areas and representing client reporting in forums.

To be successful as a Client Reporting Manager, you should have experience with:

• Industry experience in either Private Banking, Asset Management, or Wealth Management.
• A good understanding of Private Bank product lines, particularly investment products and how their reporting elements might be calculated, portfolio management, private markets, and execution only.
• Familiarity with agile working practices.

Some other highly valued skills may include:

• Prior Client Reporting experience (desirable).
• Proficiency in MS Office, with experience in developing strategy documents in PowerPoint.
• Professional qualifications in investments, e.g., CFA, CISI, or IMC (desirable).

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking, and digital and technology, as well as job-specific technical skills.

Purpose of the Role

To collect, analyse, and interpret data and insights through qualitative and quantitative market research projects to drive informed decision-making.

Accountabilities

• Execution of qualitative and quantitative market research projects to gather data and insights to aid business decision making, presentation of findings to stakeholders, providing actionable recommendations.
• Development and maintenance of strong relationships with stakeholders to ensure market research projects are clearly delivering against business objectives and findings are impacting activity.
• Adherence to governance standards for data privacy and knowledge management.
• Budget management for insight-related activities, ensuring cost-effectiveness and a positive return on investment.

Assistant Vice President Expectations

To advise and influence decision making, contribute to policy development, and take responsibility for operational effectiveness.

• Collaborate closely with other functions/business divisions.
• Lead a team performing complex tasks, using well-developed professional knowledge and skills to deliver on work that impacts the whole business function.
• Set objectives and coach employees in pursuit of those objectives, appraise performance relative to objectives, and determine reward outcomes.
• People Leaders: Demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard.
• Individual Contributor: Lead collaborative assignments and guide team members through structured assignments.
• Consult on complex issues, providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and develop new policies/procedures in support of the control and governance agenda.
• Engage in complex analysis of data from multiple sources to solve problems creatively and effectively.
• Communicate complex information, which could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
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