Client Reporting & Rfp Associate Job at Stephen Bell Associates (London)

Client Reporting Associate

Our client is a leading boutique asset manager with a range of successful active...

Location

United Kingdom , London

Salary:

Not provided

Stephen Bell Associates

Expiration Date

Until further notice

Requirements

proven client reporting experience gained in institutional asset management
working knowledge of RFP, RFI and DDQ processes
strong analytical, written and verbal communication skills
excellent attention to detail
an interest in developing proficiency in a wide range of internal and external systems and data tools
ability to prioritise and meet deadlines
a self-starter and client centric

Job Responsibility

Review and maintain client reporting materials including performance, risk measures, portfolio exposures and fee information, ensuring accuracy, consistency and timeliness
Own and document reporting calculations and methodologies
investigate data issues and provide clear, reproducible solutions
Leverage technical and data expertise to respond to client and internal data requests, including working with large datasets and complex information
Manage projects focused on refining client reporting and information distribution structure and processes to meet client needs
Support RFP, RFI and DDQ submissions by preparing and validating quantitative information requested, working closely with subject matter experts across the firm
Create and manage key client materials including presentation slides, DDQ’s and investment summaries
Build relationships with key internal stakeholders
Manage information provided to consultants and consultant databases

Marketing Reporting Associate

Job Summary: Title: Marketing Reporting Associate. Location: Boston, MA. Onsite ...

Location

United States , Boston

Salary:

80000.00 - 95000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

3-5+ years of experience supporting RFPs, DDQs, or client reporting within investment management, investment consulting, or financial services
Experience working in an investment-focused environment with complex financial and investment content
Hands-on experience with an RFP or content management system (Loopio preferred
Qvidian, Responsive, Seismic, RocketDocs acceptable)
Strong writing and analytical skills with the ability to distill dense investment language into clear, accurate responses
Proficiency in Microsoft Office (Excel, Word, PowerPoint)
Highly organized, detail-oriented, and able to prioritize multiple deadlines in a fast-paced, collaborative environment
Strong communication skills and comfort working with a wide range of stakeholders

Job Responsibility

Produce client, consultant, and prospect RFPs and due diligence questionnaires across the firm's investment strategies
Partner closely with Global Consultant Relations, Relationship Managers, Portfolio Managers, and Product teams to gather and validate investment content
Maintain and update firm and strategy-level marketing content to ensure accuracy, consistency, and compliance
Manage marketing data, analytics, and reporting shared with internal stakeholders and clients
Support a high-volume workflow while meeting tight deadlines and quality standards
Respond to ad hoc client, prospect, and consultant requests for information

Fulltime

Client Engagement Coordinator

The Client Engagement Account Coordinator will work on all aspects of product an...

Location

United States

Salary:

26.00 - 28.00 USD / Hour

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business or Healthcare related field and/or 2+ years of relevant Pharmacy Benefit consulting or PBM Account Management experience
Ability to travel as required (up to 10% of time)

Job Responsibility

Assists with the onboarding of new clients ensuring accurate set up within Remedy system
Assist and coordinate RFP/procurement and market-check process for assigned accounts which includes creating project timelines and project plans, coordinating PBM data requests, creating RFP via an on-line procurement tool, evaluation and assessment of PBM RFP responses, and creation of summary reports and disruption analysis, financial analysis
Assist and coordinate the audit process for assigned accounts which includes creating a statement of work, attending kick-off calls with client and PBMs, assisting the audit department with the data request coordination, notes and documentation, and preparation of the audit findings
Assist with Pharmalogic reporting including the set up coordination and creation of analytic reports and peer review of data elements
Support and manage any client transitions to a new PBM
Manage the day to day client relationship thus ensuring retention of clients and associated revenue
Creation and distribution of client audit initiation communications
Assist with issue escalation and resolution of any pharmacy related issues
Assist with the documentation of all key agreements, deliverables and client correspondence

What we offer

Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts and more

Fulltime

New

Account Advisor

The Account Advisor is responsible for partnering with sales and account associa...

Location

United States , Las Vegas

Salary:

70224.00 - 105336.00 USD / Year

Elevance Health

Expiration Date

May 30, 2026

Requirements

Requires a BA/BS and a minimum of 4 years of related experience
or any combination of education and experience which would provide an equivalent background
Sales license required where necessary or the ability to obtain within 60 days of hire.

Job Responsibility

Builds relationships internally and externally to meet client needs and understand priorities
Manages high profile sales, claims, and benefit issues by researching, resolving and responding to accounts, members, and brokers
Conducts and facilitates meetings with clients to educate, promote, persuade, and drive opportunities for additional growth and product sales
communicates with internal partners to assist with upsells
Responds to request for proposal ("RFP") in coordination with sales support
Collaborates with internal stakeholders to meet and exceed client expectations
Utilizes internal and external client reporting
Respond directly to client on the behalf of strategic account associates as needed
Mentors and coaches team members while acting as subject matter expert on processes
Completes projects outside the department on matters of significance with the authority to represent the department

What we offer

comprehensive benefits package
incentive and recognition programs
equity stock purchase and 401k contribution
merit increases
paid holidays
Paid Time Off
incentive bonus programs
medical, dental, vision, short and long term disability benefits
401(k) +match
stock purchase plan

Fulltime

Senior Analyst Investment Policy

Provide support to the Investment Policy team by primarily monitoring investment...

Location

United Kingdom , London

Salary:

Not provided

Brewin Dolphin

Expiration Date

May 22, 2026

Requirements

Good knowledge of regional and local financial markets, economic disciplines and regulation
Understanding of the variety of financial instruments such as fixed income and equities
In depth knowledge of investment industry products and services
Competent computer skills and proficiency with Microsoft Office products
Ability to quickly adopt to the group’s investment policies, philosophy and strategies
Familiarity with modern portfolio theory and with portfolio optimisation techniques is a plus
Relevant experience in finance, preferably in an Investment Management environment

Job Responsibility

Develop and maintain investment policy statements for RBC GAM’s investment funds including the creation of new mandates for Institutional clients
Daily monitoring of investment policy statement breaches and appropriate escalation
Daily documentation of any investment breaches
Attend meetings related to new account launches/on boarding and represent the interests of Investment Policy
Assist with the creation of new client Investment Management Agreements and the associated on boarding of new clients
Set up and maintain internal and regulatory investment mandate constraints in RBC GAM’s trade order management system
Understand regulatory requirements in key jurisdictions where GAM operates
Liaise with RBC GAM’s Legal team and sell side partners to monitor regulatory changes and inform the investment management teams of any updates
Create daily and weekly reports of mandate/rules breaches to be distributed to Senior Management
Assist in monitoring trading activity within RBC GAM, including best execution monitoring, trade cost analysis, commission management and exception reporting analysis

What we offer

Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high performing team
Opportunities to building close relationships with clients

Fulltime

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Account Supervisor - Public Relations

Inizio Evoke Comms is a global, award-winning health communications agency that ...

Location

United States , Philadelphia

Salary:

85000.00 - 95000.00 USD / Year

Inizio Evoke

Expiration Date

Until further notice

Requirements

Bachelor's degree in communications, marketing, business or health / science related field or equivalent experience
5+ years' communications experience or related agency, private sector or not-for-profit health experience
specific expertise in healthcare communication dealing with public and private sector entities in global and/or domestic health is preferred
Recognized project management experience
Experienced manager with an ability and passion for helping to drive professional growth of team members
Understanding of Inizio Evoke Communications' missions and values and a commitment to the growth and success of the company
Experience driving current or new business growth
Passion for improving lives through innovations in health
A good understanding of current issues in domestic and global health
Social and traditional media experience

Job Responsibility

Build solid client relationships through open communications and regular interaction
Demonstrate an understanding of client goals and overall strategy
showcasing ability to marry communications/PR tactics up to client's broader strategy
Participate in client meetings/calls and lead client updates associated with projects owned
Anticipate and address the needs of clients
Play a major part in drafting client communications materials, such as emails, project proposals, newsletters, research and results reports, press releases/materials, video scripts, social media content, etc.
Manage all aspects of project timelines, budgets and deliverables and independently oversee assigned project workstreams
Develop budgets and SOWs, managing financials on a monthly basis and flagging updates to internal finance team and clients when needed
Support development of strategic recommendations for clients and demonstrates ability to implement all necessary tactics to support client programs
Support preparation for new business opportunities, including assistance with research analysis, presentation development, RFP responses, etc.

What we offer

medical
dental
401(k)
tuition reimbursement
flexible time off

Fulltime

Account Supervisor - Public Relations

Inizio Evoke Comms is a global, award-winning health communications agency that ...

Location

United States , New York

Salary:

85000.00 - 95000.00 USD / Year

Inizio Evoke

Expiration Date

Until further notice

Requirements

Bachelor's degree in communications, marketing, business or health / science related field or equivalent experience
5+ years' communications experience or related agency, private sector or not-for-profit health experience
specific expertise in healthcare communication dealing with public and private sector entities in global and/or domestic health is preferred
Recognized project management experience
Experienced manager with an ability and passion for helping to drive professional growth of team members
Understanding of Inizio Evoke Communications' missions and values and a commitment to the growth and success of the company
Experience driving current or new business growth
Passion for improving lives through innovations in health
A good understanding of current issues in domestic and global health
Social and traditional media experience

Job Responsibility

Build solid client relationships through open communications and regular interaction
Demonstrate an understanding of client goals and overall strategy
showcasing ability to marry communications/PR tactics up to client's broader strategy
Participate in client meetings/calls and lead client updates associated with projects owned
Anticipate and address the needs of clients
Play a major part in drafting client communications materials, such as emails, project proposals, newsletters, research and results reports, press releases/materials, video scripts, social media content, etc.
Manage all aspects of project timelines, budgets and deliverables and independently oversee assigned project workstreams
Develop budgets and SOWs, managing financials on a monthly basis and flagging updates to internal finance team and clients when needed
Support development of strategic recommendations for clients and demonstrates ability to implement all necessary tactics to support client programs
Support preparation for new business opportunities, including assistance with research analysis, presentation development, RFP responses, etc.

What we offer

medical
dental
401(k)
tuition reimbursement
flexible time off
exciting and flexible work environment
great compensation packages
outstanding company paid benefits

Fulltime

Community Association Manager

A Community Manager I is responsible for providing the overall supervision of a ...

Location

United States , Plainfield

Salary:

65000.00 - 76000.00 USD / Year

Associa

Expiration Date

Until further notice

Requirements

Proficiency in Microsoft Office products (Word, Excel, Outlook, etc.)
Knowledge of communities/property/real estate and homeowners associations
Knowledge of the role of the association board, the Community Association Manager, and how those roles interface with the requests of homeowners
Proficiency in typical business correspondence (grammar, structure, punctuation, spelling, etc.)
Proficiency in conflict resolution techniques
Professional customer service skills
Ability to maintain confidentiality and discretion in the performance of all duties and responsibilities
Self-motivated, proactive, detail oriented and a team player
Time management and time critical prioritization skills
Ability to keep workspaces organized and maintained

Job Responsibility

Travel to client associations in order to attend board meetings, perform inspections, conduct walk-throughs and attend community events as needed and per the management agreement
Prepare agendas, update management reports, and compile documents and copies for Board meeting packages
Prepare annual disclosure packages, annual meeting notifications, and annual financial statement packages for all homeowners and arrange bulk mailing of same within the time frames set by state statute or governing documents
Update homeowner and association information in C3 and shared files
Coordinate and/or oversee inspection of building facilities and/or common area, and arrange appropriate follow up actions as required
Supervise the operation and administration of the Association in accordance with management agreement and the Association's policies and procedures
Act as or oversee the primary liaison with the Association Board of Directors and homeowners as needed
Perform/direct administrative and management duties as requested by the Board of Directors and in accordance with the management agreement
Ensure Associa community management tools are being effectively developed and utilized such as annual calendar, action item list, resolution worksheets, timed agendas, RFP matrixes, committee charters, procurement procedures, FY operating budget, etc
Review monthly financial reports and ensure management summary is submitted to the association Board of Directors

Fulltime

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Client Reporting & Rfp Associate

Stephen Bell Associates

Location:
United Kingdom , London

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 05, 2026

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Client Reporting & Rfp Associate

Stephen Bell Associates

Location:United Kingdom , London

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:April 05, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Client Reporting Associate

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Community Association Manager

Location:
United Kingdom , London

Category:
Finance

Contract Type:
Not provided

Job Posted:
April 05, 2026