Client Reporting & Analytics Associate (Equities)
NY04 - New York - 1290, United States
USD 90K-95K Mid-level Full Time
Tasks
- Automate portfolio analysis data pipelines with IT
- Build client ready presentations
- Conduct attribution analysis and performance summaries
- Create analyses for fund launches and RFPs
- Create portfolio and market exhibits
- Deliver portfolio analytics for pitch books
- Develop standard and custom client reports
- Generate factsheets and portfolio review materials
- Produce client reporting packages
- Respond to ad hoc portfolio inquiries
- Support client onboarding and due diligence responses
Perks/Benefits
Skills/Tech-stack
Aladdin | Asset Management | Attribution Analysis | Data Automation | Excel | FactSet | Financial markets | Macros | Pivot Tables | Portfolio analytics | PowerPoint | RFP | Security Analysis | Statistical Analysis
Education
Bachelor of Arts | Bachelor of Engineering | Bachelor of Science | Master of Science
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