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Team Overview: - Own recurring and ad hoc reporting for the Global Institutional client coverage platform (pipeline, activity, territory coverage), delivering accurate, on-time reports/dashboards and insights for senior leadership and the coverage organization - Maintain the internal client fee database and execute ongoing fee monitoring and controls, escalating issues and trends as needed - Prepare coverage materials for internal forums (business reviews, town halls, leadership updates) and provide client platform statistics for broader firm reporting - Partner with key internal partners such as Client Advisors/Associates, Finance and sales data management to ensure client, activity, and sales attribution data is accurate and consistent across official reporting and firmwide materials - Conduct financial and strategic analysis in order to develop fact-based insights and recommendations for the Global Institutional distribution strategy based on both internal and external industry data Primary Responsibilities: - Ideate and produce accurate, on-time high-quality reporting and dynamic dashboards for the Global Institutional client coverage team - Deliver recurring sales/coverage reporting and ad hoc analysis focused on the client coverage platform (pipeline, activity, territory coverage, etc.) - Partner with Client Advisors, Client Associates, and other key stakeholders to stay abreast of developments in the client coverage organization (new business opportunities, fundings, business at risk) - Maintain internal client fee database and execute related fee monitoring processes - Prepare materials for internal meetings (business reviews, town halls, leadership updates) - Provide client platform statistics for firmwide reports and presentations - Work with Finance to ensure sales attribution is captured correctly in official reporting - Improve how the work gets done: leverage AI and other methods to simplify workflows, reduce manual steps and automate recurring tasks
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