Analyst, Client Reporting (Full Time) - Hybrid

We are seeking professionals with diverse backgrounds who can contribute to our success. If you thrive in a fast-paced, intellectually stimulating environment and desire to work with a strong team of investment professionals and industry experts, we would like to hear from you.

Position Summary

Responsible for the production of timely and accurate Client Reports/presentations for Asset Management clients and consultants. Compiles reports and documents from several different sources, including commentary from the managers, which is proofread and analyzed for accuracy between the various sources. Consults with portfolio managers, portfolio assistants, and accountants to identify the required financial data, to determine the most effective report format and to develop and maintain the Client Reports and analytical data associated with those reports.

This position requires a strong command of Excel and PowerPoint, as well as proven skills in grammar, proofreading and editing, in addition to an excellent eye for detail and accuracy. The ideal candidate will be independent and be able to manage several tasks simultaneously in a deadline-driven environment. In addition, this position requires excellent communication skills to collaborate with peers and senior management.

In addition, the position will require flexibility in job tasking as we move to a different reporting platform while continuing to produce current reporting at the same elevated level of accuracy and quality. This transition will require research, new procedure development, implementation, and extensive quality testing as well as conceptual discussions to ensure a smooth conversion over the next few years.

Requirements

• Must have minimum three (3) years of relevant experience
• Bachelor’s Degree in Economics, Finance or Business Management, or equivalent relevant experience
• Intermediate/Advanced Excel skills strongly desired (VLOOKUP/Formulas/linking/macros)
• I ntermediate PowerPoint skills strongly desired
• Proven ability to proofread and to utilize proper grammar
• Strong analytical skills
• Detail-oriented and accuracy-conscientious
• Independently complete research and work within strict deadlines
• Strong communication skills and ability to work with all levels of the organization
  
  

Preferred

• Experience in Asset management or Insurance industry preferred
  
  

Commitment To Diversity, Equity, And Inclusion

Our company embraces the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodation to those who need them.

If you are unable to complete this application due to a disability, contact us to ask for accommodation or an alternative application process.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.