About me
Client Communications Executive
Co-ordinate the production of key fund ranges ie. SICAV, OEIC, Hedge and Investment Trust factsheets on a weekly, monthly and quarterly basis.
Co-ordinate the production of monthly and quarterly SICAV factsheets in multiple languages.
Maintain and manage the relationship with Morningstar - the factsheet service provider.
Use the Morningstar Publishing System (MPS) to produce factsheets.
Host weekly team meetings to discuss funds and any issues arising the week before, and any new issues for the week ahead.
Co-ordinating with the creative team on the production of quarterly client specific reports, marketing review documents and institutional sales aids. Maintain communication logs for the factsheet process. Taking ownership of creating and updating procedures when new process has been administered.
Co-ordinate the monthly fund commentary process using the SharePoint fund commentary system.
Liaise with external translators for monthly commentary translations and ad hoc requests.
Interface with a range of Henderson departments in respect of completion of factsheets/answer any queries arising, arrange meetings with fund managers to discuss new factsheets or additional share classes.
Assisting colleagues on the required second check of all factsheet before releasing online through the MPS system. Assisting the retail client reporting team as and when required, by producing and checking reports.
Other ad-hoc duties, e.g. filing, archiving, sending PDF's to platforms, answering queries from internal clients. Assisting in some branding/floor support queries for presentations/word documents for the immediate teams around me when time allows.
Skills
Desktop Publishing, Graphic Design