Jordan Mitchell
Summary
Experienced Client Service and KYC Professional with over four years experience working within Financial Services. Supporting both institutional and corporate clients, with a special focus in client services, client onboarding and client reporting. Currently now seeking to further my career within a Middle Office role by using my skills and experience gained from previous work to bring to a new company. Furthermore, I am currently studying for the Investment Management Certificate.
Overview
8
8
years of professional experience
Work history
Commentary Production Associate - 6 month FTC
Janus Henderson Investors
06.2025 - 12.2025
- Supported and maintained the global commentary production schedule across retail and institutional channels
- Managed all investment commentary deliverables for investment desks, client reporting and performance teams
- Developed expertise in commentary production systems and handling daily troubleshooting
- Liaised with and enabled AI efficiencies for investment desks, investment writers and commentary contractors
Business Support Administrator - 5 month FTC
Rathbones Group
10.2024 - 02.2025
- Responsible for the administration and management of data-feeds into XPlan and the client portal
- Responsible for the onboarding of discretionary clients and transferring assets into those accounts
- Providing administrative support to financial advisers and paraplanners across the organisation
- Lead in creating and developing processes and procedures related to back-office systems
Client Reporting Analyst
Federated Hermes Limited
09.2023 - 12.2023
- Responsible for accurate and timely delivery of investment reporting for equity and credit funds in line with client agreements using Microsoft Office and Power BI
- Responsible for reviewing investment commentary and performance attribution for UCIT, PRIIP, and KIID Fund Reports
- Ensured that all BAU pre period end preparation work was completed correctly and on time
- Responsible for maintaining audit trail records, assisting with compliance monitoring requests
Client Reporting Analyst - Contract role
Columbia Threadneedle Investments
06.2022 - 09.2023
- Responsible for investment reporting of equity, credit, multi-asset, OEIC, LDI, UCIT for pooled and segregated funds on monthly, quarterly and annual periods
- Responsible for production of UCIT, PRIIP, KIID and SFDR disclosures for regulatory purposes
- Worked on valuations, statements and performance attribution for the purposes of IBOR/ABOR datasets
- Responsible for creating client pitchbooks and marketing material using PDF and Microsoft PowerPoint
- Proactively sought new opportunities for improvement within the reporting process and client servicing
- Responsible for new mandates, ensuring that reporting requirements were agreed and scheduled
Account Management Assistant - Contract role
ITI Capital
09.2020 - 05.2022
- Responsible for the opening/closing of investment accounts for corporate and retail clients using the Phoenix platform
- Responsible for the KYC/AML/CDD onboarding process for all clients using Lexis Nexis
- Conducted deep research on PEP profiles for medium and high risk clients for compliance purposes using WorldCheck
Client Services Associate - 3 month FTC
Vanguard Asset Management
06.2019 - 08.2019
- Managed fund queries on (ETFs, Mutual funds, Index and Passive) using the EMX secure messaging system
- Conducted a project on data analysis for client reporting purposes using Microsoft Excel
Client Services Administrator
Beaufort Securities Limited
09.2017 - 02.2019
- Liaised with internal stakeholders to achieve completion on all client projects using Microsoft Office
- Managed all client complaints in conjunction with the Financial Ombudsman
Education
7 GCSE's -
Turin Grove School
Skills
- Client Reporting
- Client Onboarding
- Problem Solving
- Communication
- Analytical
- Detail Orientated
- Stakeholder Engagement
- Microsoft Office
Timeline
Commentary Production Associate - 6 month FTC
Janus Henderson Investors
06.2025 - 12.2025
Business Support Administrator - 5 month FTC
Rathbones Group
10.2024 - 02.2025
Client Reporting Analyst
Federated Hermes Limited
09.2023 - 12.2023
Client Reporting Analyst - Contract role
Columbia Threadneedle Investments
06.2022 - 09.2023
Account Management Assistant - Contract role
ITI Capital
09.2020 - 05.2022
Client Services Associate - 3 month FTC
Vanguard Asset Management
06.2019 - 08.2019
Client Services Administrator
Beaufort Securities Limited
09.2017 - 02.2019
7 GCSE's -
Turin Grove School