Job Title:
Client Reporting Associate
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Jan 30 2023
Expires On:
Mar 31 2023
  • 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

  • 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:
Additional Info:
For more information contact Chris at
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