Client Reporting & Analytics Associate
NY04 - New York - 1290, United States
USD 90K-105K Mid-level Full Time
Tasks
- Analyze portfolio exposures and performance
- Answer client due diligence questionnaires
- Automate portfolio analysis data workflows
- Build ad hoc portfolio analysis for inquiries
- Compile client reporting materials
- Conduct attribution analysis
- Create investment performance summary statistics
- Create portfolio and market exhibits
- Develop client portfolio analytics
- Prepare analyses for fund launches and RFPs
- Prepare pitch books and factsheets
- Produce portfolio review presentations
- Support onboarding of new clients
Perks/Benefits
- Dental insurance
- Discretionary bonus
- Health insurance
- Life insurance
- Paid time off
- Retirement benefits
- Vision insurance
Skills/Tech-stack
Aladdin | Attribution Analysis | Data Automation | Excel | FactSet | Financial markets | Pivot Tables | Portfolio analytics | PowerPoint | Security Analysis
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