168 Client Reporting Associate Jobs in New York, NY
Arrow Search Partners is Hiring a Client Reporting Associate Near New York, NY
Responsibilities
- Produce monthly and quarterly investor letters
- Prepare annual investor presentations
- Prepare materials for marketing and fundraising efforts
- Assist in the creation and/or maintenance of Power BI and Tableau dashboards, RPA bots, or other strategic technology tools
- Prepare reports for senior management business lines
- Prepare regulatory filings such as Form PF, ADV, and CPO
- Provide ad hoc analysis to fulfill various management and deal teams’ requests
- Bachelor’s degree required
- 2-4 years of related experience
- Understand investment products and private equity/hedge funds
- Strong Excel and PowerPoint skills
- Experience analyzing fund and portfolio data is a plus
Job Summary
Full Time
Business Services
$67k-84k (estimate)
06/12/2024
07/10/2024
arrowsearchpartners.com
MANHATTAN, NY
25 - 50
2018
CAROLINE MCDAVID
<$5M
Business Services
Related Companies
The job skills required for Client Reporting Associate include PowerPoint, Presentation, Analysis, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Reporting Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Reporting Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Reporting Associate positions, which can be used as a reference in future career path planning. As a Client Reporting Associate, it can be promoted into senior positions as an Administrative Assistant IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Reporting Associate. You can explore the career advancement for a Client Reporting Associate below and select your interested title to get hiring information.
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