Understand the equity strategies with requisite depth to be able to complete client reporting and client specific inquiries regarding equity portfolios and strategies
Develop and produce thoughtful and accurate client materials, including standard and custom client reports, client portfolio review presentations and commentaries
Assist the team in delivering on all client reporting requirements in accordance with established investment management agreements
Function as point of contact and engage with investment professionals on investment performance, portfolio exposures, attribution analysis and summary statistics to assure accurate and timely production of investment analytics packages
Participate in the onboarding of new clients and the creation of analyses and presentations for key initiatives, including but not limited to fund launches, RFPs and client due diligence questionnaires
Liaise with portfolio management teams on managing and executing on ad-hoc inquiries and small projects
Collaborate with project management teams and IT on data automation projects to enhance portfolio analysis and client reporting
Requirements
Bachelor's Degree required
3+ years post-graduate experience in asset management or financial industry preferred
Advanced Excel and PowerPoint skills required
Highly motivated and self-driven individual with ability to work in a team environment while taking individual responsibility for quality and accuracy
Accountable with excellent attention to detail, strong organizational skills and ability to effectively communicate and prioritize work within a dynamic, deadline-driven environment
Knowledge of financial markets, interest in investment strategies and security analysis
Experience in the development and construction of formula-driven spreadsheets, pivot tables, and macros
Analytical and comfortable working with and interpreting statistics and financial markets data
Experience with building custom client portfolio review presentations
Experience with FactSet and/or BlackRock Aladdin a plus
Additional qualifications, currently studying for or a desire to obtain CFA (or equivalent) is preferred
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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
The Client Reporting & Analytics Associate will play an integral role in the Global Client Platform Group and will be directly aligned with the Institutional Equity Portfolio Management teams. This position provides direct support to the assigned Portfolio Management and Institutional Client Coverage teams and is responsible for compiling portfolio and market specific materials, including institutional client reports, market related exhibits and commentary, portfolio and product analytics for pitch books, factsheets and portfolio review materials. The Associate will collaborate with Portfolio Management, Client Service, Marketing, RFP, Technology and Legal Teams to deliver client ready materials.
Nb · New York, NY