Job Title:
Client Reporting Associate
Job Code:
6876CK
Job Category:
Investment Operations
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Apr 28 2022
Responsibilities:
Boston asset manager is seeking a Client Reporting Associate to join their growing team! The Client Reporting Associate will be responsible for ensuring the dissemination of client reporting for assigned accounts. The ideal candidate will have knowledge and understanding of client reporting and performance and analytics.

Position Responsibilities:
  • Produce and distribute client and consultant reports for specific accounts
  • Demonstrated quantitative and analytical skills as it related to investment performance, characteristics, and attribution
  • Liaise with internal teams to ensure the timely distribution of deliverables and to provide a high level of client service
  • Ensure timely and accurate reporting
  • Maintain compliance procedures including disclosures, archival, and filing of reporting
  • Analyze and communicate financial concepts
Qualifications:
Position Qualifications:
  • Bachelor's degree with 2-4 years of investment management experience
  • Pursuit of graduate degree and/or CFA a plus
  • Highly organized with a keen attention to detail
  • Excellent written and verbal communication skills
  • Ability to multi-task in a deadline driven environment
  • Exceptional client service skills
  • Knowledge of SQL, portfolio analytics software, and client reporting software a plus
Required Years of Experience:
2
Additional Info:
For more information contact: Chris Kennedy (617)728-4100 | chris@fanning-boston.com
Salary Range:
$55,000 - $65,000
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