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Client Reporting Associate (2 openings)

Boston, MA 02110

Posted: 01/14/2023 Employment Type: Direct Hire/Perm Job Category: Accounting & Finance Job Number: 533636 Is job remote?: No Country: United States

Job Description

Client Reporting Associate
Direct Hire
Hybrid, 2 days onsite in Boston.

Must have:
1 year+ experience in investment management/financial service industry
Strength with verbal and written communication skills to interact with many internal teams/departments
Excel - lookups, pivot tables, formulas
Bachelor's degree

Nice to have:
Graduate degree or pursuit of one
CFA or pursuit of one
Working knowledge of SQL
Portfolio Analytics Software
Client Reporting Software

The core responsibilities for this position will be accurate client reporting within the defined timelines.  The role will interact and collaborate actively with numerous other teams within the organization, so there is a need for a strength with communication and organizational skills.  

-Responsible for distribution and creation of client and consultants reports for a defined set of accounts
-Communicate directly with internal constituents to handle deliverables, efficiencies and actively look for opportunities to increase high level of service
-Demonstrate analytical and quantitative skills in relation to investment performance
-Maintain consistency in reporting based on company standards and ensure accuracy prior to distribution
-Work with legal and compliance procedures
-Analyze and articulate financial concepts from data
 
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