SMDAM - Client Services & Reporting Writer - AVP

Who we are

United by a sense of purpose towards our customers – to be a trusted partner for the long-term – and our universal banking platform in EMEA, SMBC Group has an international growth agenda and award-winning products, meaning we provide exciting opportunities to work on a diverse range of projects and initiatives. We deliver a full suite of corporate finance products and solutions to our customers as well as investment banking and advisory services, and a range of innovative solutions in global capital markets. Read on to find out how you could enhance your skills and gain valuable experience, by joining us to support our clients transition to a sustainable future.

Sumitomo Mitsui DS Asset Management (SMDAM) is a global asset manager with a clear purpose: helping our clients invest for the future. We support individuals and institutions as they plan for retirement, grow and preserve wealth, and invest in organisations that make the world smarter, healthier, and more sustainable. We are one of Japan’s largest asset managers, backed by the strength and stability of leading financial institutions including Sumitomo Mitsui Financial Group and Daiwa Securities Group. Our teams manage a wide range of investment strategies across equities, fixed income, alternatives, and real assets, serving clients around the world.

What sets us apart is our strong research culture and long term mindset. Our investment professionals are deeply embedded in the markets we cover, particularly in Japan, Asia, and China, where our scale and experience provide valuable insights for global investors. These strengths underpin a disciplined and consistent approach to investing, focused on delivering long term outcomes for clients.

In EMEA, SMDAM (UK) are continuing to grow and evolve. Over the past year, we have expanded our presence, welcomed new colleagues into growing teams, and enhanced the way we support clients across the region. Our Client Services & Reporting team plays a key role in this growth, to support client relationships, new mandates, and regulatory requirements.

At SMDAM (UK), you will find a collaborative, professional environment where quality, integrity, and continuous improvement matter. We invest in our people, encourage innovation and technology enabled working, and value individuals who are curious, motivated, and committed to making a meaningful contribution. Joining SMDAM (UK) means becoming part of a global organisation with strong foundations, clear purpose, and ambitious plans for the future.

Role Summary

The role sits within the Client Services & Reporting team and is primarily responsible for the production, coordination, and continuous improvement of institutional client reporting across EMEA.

The role supports ongoing client engagement by ensuring the timely delivery of accurate, insightful, and client-ready reporting materials. Working closely with Investment, Client Relationship Management, Product, Operations, Risk, and Compliance teams, the individual will play a key role in communicating investment performance, portfolio developments, market insights, and firm updates to existing clients.

As a secondary responsibility, the role supports the completion and maintenance of Due Diligence Questionnaires (DDQs) and other information requests from existing clients and consultants, leveraging established reporting content and maintaining the quality and consistency of firm information.

The role requires strong written communication skills, attention to detail, and a data-oriented mindset, with responsibility for coordinating, analysing, validating, and presenting investment and business information in a clear and compelling format. The successful candidate will work across multiple teams to ensure reporting remains accurate, consistent, compliant, and delivered within agreed deadlines.

Success in the role is measured primarily through the quality, accuracy, timeliness, and continuous improvement of client reporting, alongside the effective support of client due diligence requirements.

Business Area

The Client Services & Reporting team plays an important role in supporting client engagement and commercial growth across EMEA through the delivery of high-quality institutional client reporting, client communications, RFPs and due diligence materials. The team is responsible for producing accurate, insightful, and client-ready content that communicates SMDAM's investment capabilities, performance, and market insights. Working closely with Investment, Client Relationship Management, Product, Operations, Risk, and Compliance teams, the function supports client retention, service delivery, regulatory requirements, and business growth across the region.

This is a newly created position reflecting the continued growth of SMDAM (UK)'s EMEA business, including the expansion of UCITS funds, investment products, and client mandates. The role has been established to support increasing reporting requirements and is not a replacement hire.

Position Description

The Client Services & Reporting team plays a critical role in supporting the firm’s commercial growth by delivering high‑quality, compelling client communications that directly support fundraising, client retention, and consultant engagement. The team is responsible for responding to questionnaires from existing and prospective clients, consultants, and platforms, and for producing EMEA‑based institutional client reporting that underpins sales, relationship management, and distribution activity.

Essentials of the Role

• Bespoke reporting for segregated mandates: delivering tailored daily, monthly, and quarterly portfolio, performance, and risk reporting specifically aligned to individual segregated client requirements.
• Reporting for UCITS Funds investors: coordinate and produce recurring and ad hoc institutional investor reporting across EMEA.
• Extract, analyse, validate, and present quantitative and qualitative information from systems and data sources.
• Work with teams to incorporate portfolio commentary, market insights, performance information, and investment updates into client reporting.
• Ensure reporting accuracy through robust quality assurance and control processes.
• Support the completion and maintenance of DDQs and client information requests for existing clients, investors, and consultants.
• Maintain reporting templates, content repositories, and process documentation.
• Leverage AI and technology to enhance reporting quality, data analysis, content management, and operational efficiency.

Technology & AI Enablement

• The role actively leverages technology and AI to improve efficiency, accuracy, and scalability, including: Using AI tools to support data analysis, content generation, summarisation, and quality review.
• Applying automation to improve reporting production processes. Supporting data analysis and insight generation for client reporting.
• Identifying opportunities to improve operational effectiveness through technology-enabled solutions.

Stakeholder Engagement:

The role works closely with Client Relationship Management, Sales, Portfolio Management, Product Specialists, Operations, Risk, Legal & Compliance, and subject matter experts to deliver high-quality reporting and client communications.

Success requires strong collaboration skills, attention to detail, accountability, and the ability to manage multiple reporting deadlines within a regulated environment.

Essential

Strong experience producing client reporting, investment reporting, investor reporting, or client communications within the asset management industry.

Strong data handling, analytical, and quality control capabilities. Experience working with investment data, performance information, and reporting processes.

Excellent written communication and document production skills. Demonstrated ability to coordinate recurring reporting cycles, manage reporting deadlines, and maintain robust reporting controls within a regulated environment.

Advanced proficiency in Microsoft Excel, PowerPoint, Word, FactSet and Aladdin. Strong organisational skills and ability to manage multiple priorities and deadlines.

Demonstrated ability to work effectively under pressure and manage competing deadlines across multiple time zones. Strong team-player with excellent organisational and interpersonal skills, a proactive approach, and a positive, solutions-oriented mindset.

Competencies

What we offer

For all the expertise and experience you bring to help us make a difference, it’s only sustainable if we support you to build your career and be your best self so we offer competitive company benefits, centred around promoting positive well-bring and work-life balance. We also believe in fostering a diverse and inclusive work environment, where all team members perspectives and contributions are valued. Initiatives in place which promote a diverse and inclusive culture and healthy work life balance include hybrid working, Sport & Social Clubs and Diversity and Inclusion networks.

As an employee of SMBC you have access to a host of both useful and exciting benefit offerings. See below some of the benefits on offer to you:

• Hybrid and flexible working 
• Competitive paid leave days
• Benefits to support your physical wellbeing, including private medical insurance and life and invalidity insurance 
• Various policies to support your mental wellbeing, including a robust behavioural health network with counselling and coaching services  
• Access a wide range of learning and development opportunities and career progression opportunities 
• Ambitious remuneration package

So, if you like a challenge and want to continuously grow and develop in a role where you will be supported along the way by a dynamic and diverse team, apply today!!