Client Reporting Associate

Acadian Asset
Boston, USA
Aug 23, 2019
Sep 14, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Client Reporting Associate

Acadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, Tokyo and Sydney. As of June 30 , 201 9 , the firm managed approximately US$9 8 billio n on behalf of major pension funds, endowments, foundations, governments and other investors based in the U.S. and abroad.

Position Overview:
This role will be responsible for e nsur ing the prompt an d accurate dissemination of client reporting . The positi o n requires a high level of interaction and collaborat ion with various business units, so good communication and organizational skills are essential. The ideal candidate will have a solid understanding of client re porting , performance and analytics , a str o ng deadline orientation , and high attention to quality.

Produce, review and distribute client reporting . Specific responsibilities include:

  • U nderstand the reporting needs of each client
  • Work closely with other internal groups to tr a ck deliverables, gathe r reporting information, assemble , an d distribute reports
  • Handle routine communications with clients and consultants
  • Coordinate gathering data for external ad hoc requests
  • Ensure the consistency of report aesthetics relative to Acadi a n 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
  • Assist with project work as assigned

  • Bachelor's degree; pursuit of a graduate degree and/or CFA a plus
  • At least 2 years of experience in the investment management industry; reporting experience a plus
  • Strong attention to detail
  • Excellent written and verbal communication skil l s
  • 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 a nalytics software, and client reporting softwa r e , a plus

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.

It is the policy of Acadian Asset M anagement LLC to provide equal employment opportunity to all qualified persons without regard to race, creed, color, sex, age, national origin, marital status, veteran status, citizenship status, disability, or sexual orientation.

Similar jobs

Similar jobs