What are the responsibilities and job description for the Client Reporting Associate position at Arrow Search Partners?
About The Company
Our client is a global investment and advisory firm with over $300 billion in AUM. The Client Reporting Associate is part of the firm’s middle-office team and is responsible for overseeing the production, review, approval, distribution and retention of client reports.
Responsibilities
$85,000-$110,000
Our client is a global investment and advisory firm with over $300 billion in AUM. The Client Reporting Associate is part of the firm’s middle-office team and is responsible for overseeing the production, review, approval, distribution and retention of client reports.
Responsibilities
- Independently produce global standard and custom client reports
- Collaborate on new and existing client reporting requirements and requests
- Maintain quality control, ensuring on-time delivery and report accuracy
- Understand client’s line of business, strategies, and structures in order to assist with questions and advise
- Coordinate information and data flow into and out of the report production process
- Develop a comprehensive knowledge of the firm’s business, investment strategies, data, policies and procedures to enable effective communication with global business owners
- Utilize Excel skills to assist in solving complex problems, as well as, review and enhance current Excel work-flow and functions
- Bachelor’s degree required
- 2-3 years of experience in a similar role
- Experience interacting with multiple teams and levels within a company
- Adept at operating in high-volume and deadline-driven environments
$85,000-$110,000
Salary : $85,000 - $110,000
