Responsibilities
- Responsible for the production and distribution of recurring client and consultant reports for assigned accounts.
- Demonstrated quantitative and analytical skills including knowledge of the investment industry as it relates to investment performance, characteristics and attribution.
- Communicate proactively with internal partners to manage deliverables, determine efficiencies and uncover opportunities to provide a high level of client service.
- Ensure the consistency of report aesthetics relative to firm standards, and ensure accuracy and completeness of reports prior to distribution.
- Manage legal and compliance procedures; ensure proper disclosures, archival and filing of reports to meet firm and client requirements.
- Ability to analyze and articulate financial concepts from quantitative data.
Qualifications
- Bachelor's degree; pursuit of a graduate degree and / or CFA a plus.
- 2-4 years of experience in the investment management industry; reporting experience a plus.
- Strong attention to detail.
- Excellent written and verbal communication skills.
- A strong service orientation and interest in client service.
- Proven ability to multi-task and work well under pressure in a fast-paced environment.
- Proficient in MS Excel.
- Working knowledge of SQL, portfolio analytics software, and client reporting software, a plus.
Required Years of Experience
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