Looking for a job

leslie LARTEY

@leslielartey

Client Reporting Associate at Insight Investment, producing bespoke investment reports and automating reporting processes.

United Kingdom

Message

What I'm looking for

I’m motivated to learn and grow in my current field, and my future goal is to complete qualifications with the CFA.

At Insight Investment, I produced client reporting across portfolios, with a particular focus on liability driven investments and secured finance. My work included in-depth credit strategy analytics and bespoke reports tailored to client requirements.

I also contributed to a reporting process for Insight LDI pooled fund clients and automated reporting using multiple data sources. As a Vermillion Reporting Suite Tester, I tested the reporting platform.

Experience

Work history, roles, and key accomplishments

Client Reporting Associate

Insight Investment

Jan 2020 - Dec 2025 (5 years 11 months)

Produced and distributed bespoke client reports and quarterly investment reports for institutional clients, focusing on LDI and secured finance strategies. Engaged with senior stakeholders and collaborated with PMs, Marketing, Performance, Product, and Compliance to ensure regulatory compliance and content relevance.

Salesforce Vermillion Thinkfolio Bloomberg Tableau Control M Data Analysis Excel Modeling ESG Reporting Fixed Income LDI Multi Asset Asset Backed Transactions Secured Finance

Vermillion Reporting Suite Tester

Insight Investment

Jan 2019 - Dec 2020 (1 year 11 months)

Tested the Vermillion reporting suite, ensuring accurate and reliable reporting outputs.

Vermillion Testing Reporting

Education

Degrees, certifications, and relevant coursework

University of Kent

BSc (Hons), Financial Mathematics

Activities and societies: Member of the University Athletics team, competed at Kent championships and South of England regional championships in 100m and 200m, and competed at the Canterbury varsity match.

BSc (Hons) in Financial Mathematics from the University of Kent.