Client Reporting Associate
- Employer
- Acadian Asset Management, Inc. - Boston, MA
- Location
- Boston, Massachusetts (US)
- Salary
- Competitive + bonus
- Closing date
- Dec 31, 2021
View more
- Job Function
- Operations, Other
- Industry Sector
- Asset Management
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
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.
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.
- Casual office environment. Casual dress code everyday. The kitchens are stocked with free snacks and drinks.
- Better Benefits. Get quality medical, dental and vision insurance; Paid leave bank of 20 days; Profit Sharing; Tuition & Health Club Reimbursement.
- Opportunities to Develop Personally & Professionally. We promote local volunteerism and organize hands-on opportunities throughout the year. Work side-by-side with some of the industry’s most admired professionals.
To apply for this position or view Acadian’s open roles, please visit the Careers section of our website at: http://www.acadian-asset.com/careers/Job-opportunities. 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 recruiting@acadian-asset.com.
Company
Acadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, and Sydney. As of June 30, 2022, the firm managed approximately US$90 billion on behalf of major pension funds, endowments, foundations, governments and other investors based in the U.S. and abroad.
- Website
- http://www.acadian-asset.com/
- Telephone
- 6178503350
- Location
-
260 FRANKLIN ST
BOSTON
MA
02110
US
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