Associate, Investment Performance & Reporting
Core
Supporting the development, compilation, and distribution of client and product data insights across diverse portfolio strategies including fixed income, equity, multi-asset class, and ESG.
Role type
Associate, Investment Performance & Reporting
Builds
Client reports (factsheets, investment reports, accounting and performance reports) and data integrity checks
Domain
Asset Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Financial services experience, data accuracy, process improvement, business analysis, investment reporting knowledge, Microsoft Excel proficiency
Preferred skills
Investment management applications (Aladdin, Eagle), Advanced Excel/VBA, SQL
Responsibilities
Develop and distribute client reports, ensure accuracy of client/fund/strategy data, implement data quality checks, interface with portfolio and relationship managers, drive process improvement initiatives
Seniority
Junior, hands-on IC
