- 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 firm 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
- 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
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Financial Reporting Associate
3 weeks ago
SDL Search Partners Boston, United StatesAbout the job Financial Reporting Associate - Private Equity · Financial Reporting Associate - Private Equity · High-growth Private Equity firm is looking for a Financial Reporting Associate to add to the team Candidates will have prior experience in Public Accounting with Fina ...
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Fidelity TalentSource LLC Boston, United States· Job Description: · The Role · As an Associate within the Regulatory Reporting External Support team, you will be responsible for providing frontline support to the firm s external shareholders for all matters related to regulatory reporting.\u00A0 This role carries a dual func ...
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Associate Director of Financial Reporting
1 week ago
Scott & Crosby Staffing, Inc. Boston, United StatesJob Description · Position: Associate Director of Financial Reporting · Department: Accounting · Schedule: Full Time · Salary: $125,000 - $155,000 · The Associate Director of Financial Reporting will assist in effectively meeting company objectives by working with the Compan ...
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Associate Director of Financial Reporting
1 week ago
JN Salinas Boston, United States** · No visa sponsorships supported · ** Must Have ; BS degree in Accounting, Finance, or related field from four-year college or university required - AND - CPA - AND - Minimum 7 years related experience · . · POSITION SUMMARY: · The Associate Director of Financial Reportin ...
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Associate, Regulatory Reporting Operations
18 hours ago
Fidelity TalentSource LLC Boston, United StatesJob Description: · The Role · As an Associate within the Regulatory Reporting External Support team, you will be responsible for providing frontline support to the firm s external shareholders for all matters related to regulatory reporting.\u00A0 This role carries a dual funct ...
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Associate, Actuarial Financial Reporting
1 week ago
Global Atlantic Financial Group Opportunities Boston, United StatesPOSITION OVERVIEW · This position will support the valuation and financial reporting of the Fixed Annuities blocks. The candidate will work with the valuation team in both the reporting and analysis/review of the business. Senior Analyst or Associate level position based on prio ...
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Fund Financial Reporting Associate
3 weeks ago
MFS Investments Boston, United StatesAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. ...
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Fidelity TalentSource LLC Boston, United States· Job Description: · The Role · As a Senior Associate within the Regulatory Reporting External Support team, you will be responsible for providing frontline support to the firm s external shareholders for all matters related to regulatory reporting. This role carries a dual func ...
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Wentworth Institute of Technology Boston, United StatesJob Description · Position Overview: · Under the direction of the Registrar, the AR is the primary professional staff position within the Office of the University who is responsible for the administration and maintenance of the Student Information System as it applies to the Regi ...
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Fidelity Investments Boston, United StatesJob Description: · The Role · As an Associate within the Regulatory Reporting External Support team, you will be responsible for providing frontline support to the firm's external shareholders for all matters related to regulatory reporting. This role carries a dual function in ...
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Fidelity TalentSource LLC Boston, United States· Job Description: · The Role · As an Associate within the Regulatory Reporting External Support team, you will be responsible for providing frontline support to the firm s external shareholders for all matters related to regulatory reporting.\u00A0 This role carries a dual func ...
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Fidelity TalentSource LLC Boston, United StatesJob Description: · The Role · As an Associate within the Regulatory Reporting External Support team, you will be responsible for providing frontline support to the firm s external shareholders for all matters related to regulatory reporting.\u00A0 This role carries a dual funct ...
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Fidelity Investments Boston, United StatesJob Description: · The Role · As an Associate of Data Analytics, you will support the regulatory reporting process for Fidelity's broker dealers and various customer channels as part of the broader Regulatory Reporting group within Fidelity Capital Markets. This group is respon ...
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Financial Industry Regulatory Authority, Inc. Boston, United StatesThe Associate Principal Investigator conducts comprehensive and timely investigations, including matters of various sizes and levels of complexity, where there is cause to believe violations exist of applicable rules and securities laws, under FINRA or Regulatory Service Agreemen ...
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Fidelity TalentSource LLC Boston, United States· Job Description: · The Role · As a Senior Associate within the Regulatory Reporting External Support team, you will be responsible for providing frontline support to the firm s external shareholders for all matters related to regulatory reporting.\u00A0 This role carries a dua ...
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Boston Medical Center Boston, United StatesThe Associate Director of Financial Reporting will assist in effectively meeting company objectives by working with the Company's external audit and tax advisors on external filings, submissions and other external financial reporting matters. Additionally, the Associate Director ...
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Boston Medical Center Boston, United StatesThe Associate Director of Financial Reporting will assist in effectively meeting company objectives by working with the Company's external audit and tax advisors on external filings, submissions and other external financial reporting matters. Additionally, the Associate Director ...
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Fidelity TalentSource LLC Boston, United StatesJob Description: · The Role · As a Senior Associate within the Regulatory Reporting External Support team, you will be responsible for providing frontline support to the firm s external shareholders for all matters related to regulatory reporting. This role carries a dual funct ...
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The Hutton Group Boston, United StatesASSOCIATE DIRECTOR FINANCIAL REPORTING-CPA, 7 YRS EXP REQ · LOCATION: Boston, MA · FACILITY: 400+ BED ACUTE CARE HOSPITAL · SALARY: $125K - $155K · DESCRIPTION: · Responsible for managing all aspects of the hospital financial reporting, external audit and tax services.Lead the da ...
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The Hutton Group Boston, United StatesASSOCIATE DIRECTOR FINANCIAL REPORTING-CPA, 7 YRS EXP REQ · LOCATION: Boston, MA · FACILITY: 400+ BED ACUTE CARE HOSPITAL · SALARY: $125K - $155K · DESCRIPTION: · Responsible for managing all aspects of the hospital financial reporting, external audit and tax services. · Lead ...
Client Reporting Associate - Boston, United States - Fanning Personnel
Description
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Additional Info :
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