Consultant Database Specialist

Posted 14 Days Ago
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London, Greater London, England, GBR
In-Office
Entry level
Financial Services
The Role
Supports global consultant database submissions, client and product reporting, data quality checks, stakeholder engagement, RFP data enablement, and maintenance of investment product information. Collaborates with sales, investment teams, subject matter experts, and external database providers to deliver accurate, consistent data. Identifies process improvements, reduces manual effort, performs peer reviews, and supports bespoke client reporting for investment holdings.
Summary Generated by Built In

Job title: Consultant Database Specialist
Business Area: Client Group      
Location: London 
Reporting to: Senior Consultant Database Manager
 

Who we’re looking for

We are looking for an enthusiastic and diligent individual to join the Consultant Database Management Team. You will play an important role in supporting business development across the Client Group by helping to deliver accurate, high-quality product and firm-level data to investment consultants, clients and third parties. The role combines Consultant Databases activity, client data, stakeholder engagement, data quality oversight and process improvement, with a focus on ensuring our data is trusted, consistent and fit for purpose.
 

About Us

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
 

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
The base
Our head office is based in 1 London Wall Place in the City of London. We are close to our clients, in the heart of the UK’s financial centre. And we have everything we need to work flexibly.
The team
The Consultant Database Management team is responsible for sourcing, maintaining and distributing primarily quantitative data relating to Schroders and its investment products. The team sits within the Business Development Services function, partnering with colleagues across the Client Group, as well as Public and Private Markets, to grow our client base and service existing investors and consultants.

Support existing clients through bespoke client reporting, delivering quantitative data on clients’ existing fund holdings in client-specific formats and coordinating distribution through the relevant sales representative.
What you’ll do
As a Consultant Database Specialist, you will help ensure Schroders’ product and firm-level data is accurate, accessible and effectively delivered through Consultant Databases and related channels. You will work with client-facing, public and private market investment product teams and subject matter experts from across the business to understand data requirements, resolve queries and deliver high-quality outputs that contribute to business development.
 

Key responsibilities: 

  • Support the delivery of accurate and timely data submissions to support Consultant Databases globally.

  • Build strong relationships with key stakeholders, partnering with sales, public and private markets investment teams and subject matter experts from across the business to ensure our data serves our clients' and consultants’ needs.

  • Support our global RFP function with data accessibility, data enablement and quality checks.

  • Work collaboratively with colleagues to produce accurate, high-quality data, while supporting team members through peer reviews to maintain consistency and quality standards.

  • Liaise with external Consultant Databases providers to add and maintain product information on their platforms.

  • Identify opportunities to improve data processes, reduce manual effort and strengthen the quality, consistency and usability of Consultant Databases content.


The knowledge, experience and qualifications you need

  • Data reporting and/or client reporting experience. 

  • Interest in private and public markets investment products.

  • A strong team player who can use their own initiative and work independently.

  • Ability to interact effectively and professionally with internal stakeholders.

  • Attention to detail and accuracy.

  • Numerate with a problem-solving mindset.

  • Experience using Microsoft applications (Excel, PowerPoint, Word, Teams).


The knowledge, experience and qualifications that will help

  • Consultant Databases or client service reporting experience. 

  • Experience using AI tools to support data analysis, quality checks or process improvement.

  • Experience in providing excellent customer service is beneficial.

  • Experience using eVestment Analytics.


What you’ll be like

  • Reliable and detail-focused, with a commitment to producing accurate, high-quality work.

  • Curious and proactive, with an interest in improving processes, solving problems and finding better ways of working.

  • Comfortable working in a busy environment, with the ability to prioritise effectively and manage multiple deadlines.

  • Confident working with different stakeholders, able to ask clear questions, follow up on actions and build trusted working relationships.


We Recognise Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.~
 

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.

 

About Us
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.

Skills Required

  • Data reporting and/or client reporting experience
  • Interest in private and public markets investment products
  • Ability to work collaboratively, use initiative, and work independently
  • Ability to interact effectively and professionally with internal stakeholders
  • Strong attention to detail and accuracy
  • Numerate with a problem-solving mindset
  • Experience using Microsoft Excel, PowerPoint, Word, and Teams
  • Consultant databases or client service reporting experience
  • Experience using AI tools for data analysis, quality checks, or process improvement
  • Excellent customer service experience
  • Experience using eVestment Analytics

Schroders Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Schroders and has not been reviewed or approved by Schroders.

  • Retirement Support — Retirement plans are described as mature and competitive, with strong employer-supported schemes in the UK and a well-regarded 401(k) offering in the U.S. Pensions and retirement savings stand out as a distinctive strength within the total rewards package.
  • Leave & Time Off Breadth — Time off and flexibility are emphasized, with generous annual leave in some markets and volunteer days highlighted in the UK. Flexible/hybrid working is presented as standard, supporting practical use of time-off benefits.
  • Parental & Family Support — Parental leave is highlighted as a strength, including enhanced policies in the UK and an increased paid leave period in the U.S. Family-supportive provisions are positioned as part of a broader wellbeing focus.

Schroders Insights

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The Company
HQ: London
5,387 Employees

What We Do

As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion (€912.6 billion/$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Source: Schroders, all data as at 30 June 2024. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: [email protected] Schroder Investment Management Limited (Head Office): 1 London Wall Place, London EC2Y 5AU Tel: +44 (0)20 7658 6000 Schroder Fund Advisors LLC, Member FINRA, SIPC (US): 875 Third Avenue, New York, NY, 10022 Tel: +1 (800) 730-2932

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