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Client Reporting Associate
Apply
$62k-80k (estimate)
Full Time 1 Day Ago
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The Rockridge Group is Hiring a Client Reporting Associate Near New York, NY

Job Description

Job Description
Job title: Client Reporting Associate
Duration: 6 Months Contract To Perm
Location: Onsite, Can be in Chicago or NYC (hybrid basis)
Position Summary :
Client X is seeking an exceptional candidate to join its Investment Management Operations function. Reporting to the Director of Client Reporting, the Client Reporting Associate is part of Client X’s Investments middle-office team responsible for overseeing the production, review, approval, distribution and retention of client reports.
The Client Reporting Senior Associate will be responsible for the coordination of client deliverables and client ad-hoc requests. The primary focus will be to ensure all client reporting deliverables and commitments are being met timely and delivered accurately.
We seek a candidate who problem solves, takes initiative and has the capability to interact at all levels within the company. The role requires a detailed individual who thrives in a deadline-driven environment and is team-orientated and collaborative to deliver on work projects .
Essential Job Functions :
  • Independently produce global standard and custom client reports.
  • Collaborate with Client Service teams on new and existing client reporting requirements and requests.
  • Maintain quality control, ensuring on-time delivery and report accuracy.
  • Coordinate information and data flow into and out of the report production process.
  • Utilize Excel skills to assist in solving complex problems, as well as review and enhance current Excel workflow and functions.
Preferred Qualifications :
  • Advanced Excel skills (Macros, Advanced Formulae, Functions, Conditional Formatting)
  • Strong problem-solving and analytical skills including a demonstrated ability to analyze and manage large sets of interconnected data and information.
  • Experience with large data sets and database relationships.
  • Attention to detail resulting in the production of consistent and quality work products.
  • Advanced time management skills resulting in the effective delivery of information for ad-hoc requests while continuing to perform day-to-day operational responsibility at the highest level.
Basic Qualifications :
  • Bachelor’s degree with a minimum of 1 to 2 years of work experience. Experience in investment management or financial services environment preferred.
  • Adept at operating in high-volume, deadline-driven environments and thrive in an entrepreneurial and rapidly evolving atmosphere.
  • Problem-solving skills and demonstrated ability to take initiative.

Job Summary

JOB TYPE

Full Time

SALARY

$62k-80k (estimate)

POST DATE

06/29/2024

EXPIRATION DATE

07/14/2024

WEBSITE

therockridgegroup.com

HEADQUARTERS

FRANKLIN, TN

SIZE

<25

FOUNDED

2016

CEO

GREG DONNER

REVENUE

<$5M

INDUSTRY

Business Services

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About The Rockridge Group

TRG is a privately held Limited Liability Company committed to connecting businesses with job seekers. We deliver high quality contingent personnel to our clients using our 3-step collaborative engagement model: Collaborate. We partner with you to understand the unique needs of your business before we propose a solution. Strategize. Based on your goals and staffing challenges, we develop high impact solutions designed for your industry. Engage. We work with your team before, during, and after every engagement to deliver 100% satisfaction. With over ten (10) years experience in the resource sol...utions sector, principals Greg Donner and Ronald Lom leverage the power of strategic partnership to create a powerful staffing model that improves your quality of hire. Lets fill your staffing needs together. More
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The Rockridge Group
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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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