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Kennison & Associates, Inc.
Boston, MA, United States
Our client is a growing private equity firm that is seeking a Client Associate to join their quant investment team. This is a hybrid role that works closely with other departments (investor relations, client service, marketing, operations, etc.) to develop investment content for the firm's clients. Daily responsibilities include assisting in all
Job Source: Kennison & Associates, Inc.Gallagher
Norwell, MA, United States
Introduction : Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unl
Job Source: GallagherCambridge Computer Services, Inc
Waltham, MA, United States
Job Overview : The Cambridge Client Associate role is an entry level sales & support position assisting teams in building advanced IT solutions for our clients. The associate will play a crucial role in driving new business growth and expanding our market presence. You will be responsible for identifying and acquiring new customers by leveraging y
Job Source: Cambridge Computer Services, IncScott & Crosby Staffing, Inc.
Boston, MA, United States
Job Description Position: Associate Director of Financial Reporting Department: Accounting Schedule: Full Time Salary: $125,000 - $155,000 The Associate Director of Financial Reporting will assist in effectively meeting company objectives by working with the Company's external audit and tax advisors on external filings, submissions and other exter
Job Source: Scott & Crosby Staffing, Inc.PSG Global Solutions
Woburn, MA, United States
Description We're looking for a Senior Financial Reporting Associate , working in Real Estate industry in Woburn, Massachusetts, United States . Maintains the general ledger for the fund, REIT and other related entities. Prepares monthly account reconciliations and work papers to assist in managing the business. Responsible for cash at the
Job Source: PSG Global SolutionsPSG Global Solutions Careers
Woburn, MA, United States
Apply now and our proprietary system will quickly have you in front of a live recruiter. The Opportunity Description We're looking for a Senior Financial Reporting Associate , working in Real Estate industry in Woburn, Massachusetts, United States . Maintains the general ledger for the fund, REIT and other related entities. Prepares monthly a
Job Source: PSG Global Solutions CareersState Street Corporation
Boston, MA, United States
Job Description Who we are looking for The main function of the role is: the ideal candidate will provide shareholder reporting services to investment company client in a very face pace environment; be responsible to deliver financial reports and statements to all parties in a timely manner. The candidate should demonstrate strong communication a
Job Source: State Street CorporationHSS
South Boston, MA, United States
Crafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure the
Job Source: HSSBoston, MA, United States
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 firm 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
Qualifications : 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
Required Years of Experience : 3
Additional Info :
For more information contact Chris at [email protected]
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Email Alert for Client Reporting Associate jobs in Boston, MA, United States
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