Client Reporting Associate

Employer
Acadian Asset Management
Location
Boston, USA
Salary
60000
Posted
01 Oct 2021
Closes
26 Oct 2021
Ref
12243371
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
What You'll Do:
  • 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 Acadian 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


We're Looking for Teammates With:
  • 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

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