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.
Conduct financial and strategic analysis in order to develop fact-based insights and recommendations for the Global Institutional distribution strategy.
Improve how the work gets done: simplify workflows, reduce manual steps and automate recurring tasks.
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: paid time off, medical/dental/vision insurance, retirement, life insurance
Skills & Requirements
Must-have
Global Institutional client coverage platform
Recurring and ad hoc reporting
Client fee database maintenance
Financial and strategic analysis
Advanced Microsoft Excel and PowerPoint
Nice-to-have
Team player with positive attitude
Critical thinking and business acumen
Attention to detail
Key Requirements
2-4 years' experience in asset management or management consulting
Bachelor's degree in business, finance or related field
Experience with Tableau, Snowflake, Alteryx, Salesforce or comparable tools preferred