Client Reporting Associate

Acadian Asset Management
Boston, USA
$70k - $80k
22 Feb 2023
17 Mar 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Position Overview:

This role will be responsible for ensuring the prompt and accurate dissemination of client reporting. The position requires a high level of interaction and collaboration with various business units, so good communication and organizational skills are essential. The ideal candidate will have a solid understanding of client reporting, performance and analytics, a strong deadline orientation, and high attention to quality.

Acadian supports a hybrid work environment, employees are on-site in the Boston office 2 days a week.

What You'll Do:
  • Responsible for the production and distribution of recurring client and consultant reports for assigned accounts.
  • Demonstrated quantitative and analytical skills including knowledge of the investment industry as it relates to investment performance, characteristics and attribution
  • Communicate proactively with internal partners to manage deliverables, determine efficiencies and uncover opportunities to provide a high level of client service
  • Ensure the consistency of report aesthetics relative to Acadian standards, and ensure accuracy and completeness of reports prior to distribution.
  • Manage legal and compliance procedures; ensure proper disclosures, archival and filing of reports to meet firm and client requirements.
  • Ability to analyze and articulate financial concepts from quantitative data

We're Looking for Teammates With:
  • Bachelor's degree; pursuit of a graduate degree and/or CFA a plus
  • 2-4 years of experience in the investment management industry; reporting experience a plus
  • Strong attention to detail
  • Excellent written and verbal communication skills
  • A strong service orientation and interest in client service
  • Proven ability to multi-task and work well under pressure in a fast-paced environment
  • Proficient in MS Excel
  • Working knowledge of SQL, portfolio analytics software, and client reporting software, a plus

Why Work Here:

Acadian is a quantitative investment firm where ideas are empowered by technology. Our team is made up of a diverse mix of professionals who thrive in a culture that fosters ingenuity through collaboration and transparency. We offer a casual office environment, top-notch benefits, and excellent professional and personal development opportunities.

To apply for this position or view Acadian's open roles, please visit the Careers section of our website at: . We will contact only selected candidates. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at

Acadian Asset Management LLC is committed to providing equal employment opportunity to all employees and applicants. No employee or applicant shall be discriminated against on the basis of gender, race, creed, color, sex, age, national origin, marital status, veteran status, citizenship status, disability, gender identity, or sexual orientation.
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