Own recurring and ad hoc reporting for the Global Institutional client coverage platform, delivering accurate, on-time reports/dashboards and insights for senior leadership and the coverage organization
Job Summary
Own recurring and ad hoc reporting for the Global Institutional client coverage platform, delivering accurate, on-time reports/dashboards and insights for senior leadership and the coverage organization.
Maintain the internal client fee database and execute ongoing fee monitoring and controls, escalating issues and trends as needed.
Conduct financial and strategic analysis in order to develop fact-based insights and recommendations for the Global Institutional distribution strategy based on both internal and external industry data.
Matching Summary
Own recurring and ad hoc reporting for the Global Institutional client coverage platform, delivering accurate, on-time reports/dashboards and insights for senior leadership and the coverage organization.
Salary
Base: $75,000-$120,000; Bonus/Equity: Discretionary bonus; Benefits: Comprehensive package including paid time off, medical/dental/vision insurance, retirement, life insurance