Our client is a leading investment management company with a long history of serving the finance industry. They are seeking a skilled Client Reporting Analyst to join their team and participate in the production of timely and accurate Client Reports and Presentations for Asset Management clients and consultants. The ideal candidate will be independent and be able to manage several tasks simultaneously in a deadline-driven environment. This is a wonderful contract opportunity that offers a hybrid schedule, and we are looking to fill the position as quickly as possible.
Responsibilities:
Compiling reports and documents from several different sources, including commentary from the managers, which is proofread and analyzed for accuracy between the various sources.
Consulting 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.
Conducting research, new procedure development, implementation, and extensive quality testing as well as conceptual discussions.
Utilizing Microsoft Excel and PowerPoint, as well as skills in grammar, proofreading, and editing.
Managing several tasks simultaneously in a deadline-driven environment.
Requirements:
Must have minimum three (3) years of relevant experience.
Bachelor’s Degree in Economics, Finance or Business Management, or equivalent relevant experience.