Client Reporting Associate Client Reporting Associate …

Acadian Asset Management
in Boston, MA, United States
Permanent, Full time
Last application, 18 Oct 21
60000
Acadian Asset Management
in Boston, MA, United States
Permanent, Full time
Last application, 18 Oct 21
60000
Posted by:
Tracy Smith • Recruiter
Posted by:
Tracy Smith
Recruiter
Position Overview: This role will be responsible for ensuring the prompt and accurate dissemination of client reporting. The position requires a high level of interaction and collaboration with various business units, so good communication and organizational skills are essential. The ideal candidate will have a solid understanding of client reporting, performance and analytics, a strong deadline orientation, and high attention to quality.

What You’ll Do:

  • 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 Acadian 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

 

We’re Looking for Teammates With: 

  • 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

     

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