Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Reporting & Portfolio Analytics Specialist

$140k - $180k

Bridgewater Associates, LP

A leading asset management firm in New York City is seeking an Analyst for Client Reporting & Portfolio Analytics. This role involves collaborating with client advisors and developing insights for client reporting. Candidates should have a degree with a strong academic background, an interest in markets, and problem-solving skills. The compensation ranges from $140,000 to $180,000. The position requires four days onsite work per week, fostering a culture of openness and continuous improvement. #J-18808-Ljbffr Bridgewater Associates, LP

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Reporting & Portfolio Analytics Specialist in New York, NY vacancy
  • $140k - $180k

     ...Analyst, Client Reporting & Portfolio Analytics Westport, CT or New York City Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment... 
    Suggested
    Contract work

    Bridgewater Associates

    New York, NY
    3 days ago
  • $140k - $180k

    About the Client Service Department Bridgewater believes that the key to our success...  ...and to provide advisory research on portfolio performance, risk management, and...  ...About Your Role Analysts in Client Reporting & Portfolio Analytics play a vital role in servicing... 
    Suggested
    Contract work
    Visa sponsorship

    Bridgewater Associates

    New York, NY
    2 days ago
  • $100k - $135k

    # Senior Associate, Portfolio Analytics & ReportingNew York, New York, United StatesHybrid---##...  ...serving institutional, retail and insurance clients. NYLIM brings together the firm’s...  ...integrity of data used in collateral reporting, borrowing base calculations, and regulatory... 
    Suggested
    Local area

    New York Life

    New York, NY
    1 day ago
  • $90k - $105k

    LGBT Great is looking for a Client Reporting & Analytics Associate in New York City. The role involves collaborating with Portfolio Management and Client Coverage teams to create and compile client reporting materials. Applicants should have a Bachelor's Degree in Finance... 
    Suggested

    LGBT Great

    New York, NY
    2 days ago
  • $90k - $105k

    Neuberger Berman is seeking a Client Reporting & Analytics Associate in New York to support Portfolio Management teams. The role involves compiling materials such as institutional client reports and analytics for pitch books. Ideal candidates will have a Bachelor's degree... 
    Suggested

    Neuberger Berman

    New York, NY
    2 days ago
  • InforCapital, partnership is looking for an Associate in Portfolio Analytics to join their Secondaries team based in New York. This role involves...  ...monitoring and prepare detailed quarterly investor reports. Strong financial analysis and proficiency in Microsoft Excel... 

    InforCapital, partnership

    New York, NY
    1 day ago
  • $100k - $120k

    Ares Management Corporation is seeking an Associate for Portfolio Analytics to join our Finance team in New York or West Hartford, CT. The role...  ...in portfolio monitoring, performing analysis of investment reports, and preparing investor reports. Qualified candidates will... 

    Ares Management Corporation

    New York, NY
    2 days ago
  •  ...manager in New York, is seeking an Investment Reporting Associate to support its private credit...  ...investment data integrity, performing portfolio analysis, and contributing to reporting...  ...in investment reporting and portfolio analytics, demonstrating attention to detail and proficiency... 

    Bruin

    New York, NY
    2 days ago
  • $137.5k - $170k

    About this role About the Portfolio Analytics Group (PAG): Join the Portfolio Analytics Group (PAG), a highly collaborative and multidisciplinary...  ...outcomes such as improved portfolio positioning and winning client mandates. The team works across the full breadth of asset... 
    Full time
    Apprenticeship
    Work at office
    Local area
    Work from home
    Flexible hours
    1 day per week

    BlackRock

    New York, NY
    1 day ago
  • $50 - $60 per hour

    The Pharmacovigilance Analytics & Reporting Specialist is a key contributor within a Global Analytics Center of Excellence. This role is responsible...  ...Requirements Due to the regulated nature of our client's industry and the requirement for on-site presence in the... 
    Hourly pay
    For contractors
    Remote work

    Summit Strategic Search

    New York, NY
    3 days ago
  • $74.75k - $150.19k

     ...contribute to the company’s success. Role Overview The Portfolio Analytics & Strategy Specialist works with business, credit, data, and model...  ...plus. Responsibilities Provides financial and regulatory reporting and analyses to maintain adequate controls over the financial... 
    Full time
    Temporary work
    Work experience placement

    PNC Financial Services Group, Inc.

    New York, NY
    1 day ago
  •  ...financial services company seeks a Portfolio Performance Specialist to support investment teams by analyzing...  ...attribution, and preparing detailed reports. Ideal candidates will have a...  ...s degree in a related field, strong analytical skills, and proficiency in Excel. Opportunities... 

    TEEMA Solutions Group

    New York, NY
    4 days ago
  • $75k - $95k

     ...is dedicated to analyzing the portfolio risk with each lending...  ...and stress testing models, and reporting results to management. - Evaluate...  ...- Collaborate with risk analytics and technology groups on model...  ...and allocate capital for our clients – helping them reach their goals... 
    Temporary work

    Morgan Stanley

    New York, NY
    2 days ago
  •  ...a Sr. Associate for Farmland Portfolio Management in New York City....  ...and developing insights for clients and senior leadership. Responsibilities...  ...data sets, preparing reports, and providing strategic recommendations...  ...experience, a strong analytical mindset, and a relevant... 

    Nuveen

    New York, NY
    4 days ago
  • $120k - $130k

     ...global network, we help amplify portfolio company success from early...  ...a Senior Analyst, Portfolio Analytics, you will play a key role in...  ...across multiple research and reporting initiatives. Partner with...  ...transforming industries, manage our clients' lives and legacies, and... 
    Casual work
    Work at office

    ICONIQ

    New York, NY
    2 days ago
  • $140k - $180k

     ...an Associate Vice President - Manager, Portfolio Analytics in our NY location to join our dynamic...  ...with an understanding of fund reporting, basic partnership accounting, and performance...  ...skills with internal business clients Advanced computer skills including... 
    Temporary work
    Work experience placement
    Currently hiring
    Work at office
    Flexible hours

    Ares Management

    New York, NY
    1 day ago
  • A leading cybersecurity firm is seeking a Channel Operations Analyst to standardize reporting and analytics across its Channel organization. This position requires 3-6+ years of experience in Sales Operations Analytics, with strong skills in Salesforce and Power BI. The... 
    Remote job

    Barracuda Networks Inc.

    New York, NY
    2 days ago
  •  ...Job Title Specialist Job Description We're seeking...  ...team within Global Client Management. As a...  ...facing team covering a portfolio of leading global alternative...  ...Create reports for senior coverage bankers...  ...and Excel ~ Strong analytical, presentation and communication... 
    Full time
    Work experience placement
    Shift work

    BNY

    New York, NY
    3 days ago
  • $125k - $150k

     ...delivering forward-looking and historical portfolio analytics, enhancing portfolio construction insights, and supporting reporting, monitoring, and operational excellence across...  ...data, working closely with the Investment, Client Service, and Operations teams, as well as... 
    Full time
    Local area

    New York Life Insurance Co

    New York, NY
    17 hours ago
  •  ...Description We’re seeking a Specialist to join our...  ...coverage team within Global Client Management. As a...  ...facing team covering a portfolio of leading global alternative...  .... Create reports for senior coverage bankers...  ...PowerPoint and Excel. Strong analytical, presentation, and... 
    Work experience placement
    Flexible hours

    BNY

    New York, NY
    2 days ago
  • $130k - $140k

    Portfolio Reporting Team Lead page is loaded## Portfolio Reporting Team Leadremote type: Remotelocations...  ...and Orion systems which is used for client performance reporting. This includes:*...  ...across the firm.* An appetite for analytical problem-solving and desire to maintain... 
    Temporary work
    Local area
    Remote work
    Flexible hours

    Cerity Partners LLC

    New York, NY
    4 days ago
  • $140k - $185k

     ...description represents a sample Portfolio Optimization Specialist position commonly found...  ...Develop and maintain analytical tools, dashboards, and models...  ...metrics, providing timely reports to investment teams...  ...presentations for senior management, clients, or internal stakeholders... 
    Full time

    TEEMA Solutions Group

    New York, NY
    1 day ago
  •  ...New York is seeking an Associate for the Credit Risk Controller & Analytics team. This position entails analyzing wholesale credit risk and supporting senior management with comprehensive data reporting. The ideal candidate will have a Bachelor's degree, at least 4 years... 

    J.P. Morgan

    New York, NY
    5 days ago
  •  ...role: Within the Internal Audit Department, the Audit Reporting and Analytics Senior Specialist is responsible for leading the execution and...  ...covering, but not limited to, committee reporting, audit portfolio support, and data integrity. The Senior Associate will... 
    Remote work
    Flexible hours

    Dtcc

    Jersey City, NJ
    1 day ago
  • $125k - $135k

    Pantheon, located in New York, is searching for an Associate to join its DnA Portfolio Analytics team. This role emphasizes strategic analytics to enhance portfolio construction, liquidity pacing, and performance storytelling. The ideal candidate will possess 5+ years of... 

    Pantheon

    New York, NY
    3 days ago
  •  ...Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while...  .... Responsibilities Goldman Sachs Model Specialists are responsible for driving growth in our Model Portfolio business. The scope of the role includes: Providing... 

    The Goldman Sachs Group

    New York, NY
    4 days ago
  • $140k - $200k

     ...investment management solutions to a diverse client base, which includes governments,...  ...individuals worldwide. Vice President – Portfolio Specialist & Client Strategy Calvert Research...  ...asset management. The individual will report to the Head of Responsible Investing... 
    Full time
    Temporary work
    Worldwide

    Morgan Stanley

    New York, NY
    1 day ago
  • $145k - $160k

     ...hiring for following role in NY, NY: Senior Associate, Global Portfolio Analysis & Reporting to generate recurring reports & create custom analysis...  ...'l, &/or econ data for review by executives, managers, clients, & other stakeholders (salary range $145,000 - $160,000).... 
    Full time

    Morgan Stanley Investment Management Inc.

    New York, NY
    4 days ago
  • $100k

     ...Jobs - Corporate & Investment Banking Job title Client Coverage US Analyst - Automotive Portfolio Contract type Fixed-Term Contract Term (in...  ...write-ups, quarterly and annual reviews and other reports in a timely fashion Position location Geographical... 
    Full time
    Contract work
    Fixed term contract
    Internship
    Work at office
    Worldwide

    Crédit Agricole S.A.

    New York, NY
    4 days ago
  • # Associate, Portfolio AnalyticsAres ManagementAssociateSecondariesFinancial ServicesOn-siteLocationNew...  ...looking to hire an Associate, Portfolio Analytics in New York, NY or West Hartford, CT,...  ..., with a solid understanding of fund reporting, partnership accounting, and performance... 

    InforCapital, partnership

    New York, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Reporting & Portfolio Analytics Specialist. Be the first to apply!