Analyst / Senior Analyst, Client Reporting - Parametric
Core
Prepare quarterly, monthly, and ad hoc analysis and client reporting for institutional and wealth management clients, performing detailed reviews of deliverables and investigating portfolio-specific inquiries.
Role type
Senior Analyst, Client Reporting
Builds
Custom institutional client reports and tactical reporting solutions for new products
Domain
Asset Management / Wealth Management
Deliverable
dashboards & analysis
Required skills
Quantitative analysis, Financial modeling, Data analysis, Project management, Client service, Portfolio management principles, Statistics, Excel (V-Lookup, PivotTables), Factset, Bloomberg
Preferred skills
Macro and code writing, CFA Level I or higher, Advanced Excel, Factset/Bloomberg proficiency
Technologies
Factset, Excel, PowerPoint, Word, Bloomberg
Responsibilities
Design and prepare custom institutional client reports, Manage timely and accurate delivery of all requests, Train and coach new staff members on processes and systems, Lead projects/initiatives with limited direction, Develop specialized knowledge of Parametric products and strategies, Act as a back-up for the Supervisor
Seniority
Senior, hands-on IC
