Portfolio Analytics & Client Reporting Associate
LGBT Great
Neuberger seeks a Client Reporting & Analytics Associate to join the Global Client Platform Group in New York City. You will support Portfolio Management, Client Coverage, Marketing, RFP, IT and Legal to deliver polished client-ready materials, reports and analytics. Hybrid role with three days in the office, you will develop reports, publish commentary, and collaborate to automate data. 3+ years in asset management and advanced Excel/PowerPoint skills are required along with attention to detail #J-18808-Ljbffr LGBT Great
- Neuberger is seeking a Client Reporting & Analytics Associate in New York City. The role supports Institutional Equity Portfolio Management with client reports, market exhibits, and analytics for pitch books and factsheets. You will collaborate with Portfolio Management...SuggestedWork at office
$90k - $95k
The Client Reporting & Analytics Associate will play an integral role in the Global Client Platform Group and will be directly aligned with our Institutional Equity Portfolio Management teams. This position provides direct support to the assigned Portfolio Management and...SuggestedWork at officeLocal areaShift work3 days per week- TwinThread is seeking an associate to join its Information Management... ...role involves managing client portfolios for private equity funds,... ...activity, prepare financial reports, and develop workflows for... ...or equivalent, and strong analytical and communication skills. #J...Suggested
- ...Job Description Job Description Job title: Client Reporting Associate Duration: 6 Months Contract To Perm Location: Onsite, Can be... ...Functions, Conditional Formatting) Strong problem-solving and analytical skills including a demonstrated ability to analyze and...SuggestedPermanent employmentContract workWork experience placementWork at office
- Pinnacle Group is seeking a Client Portfolio Associate based in NYC. This role involves supporting the client portfolio management team in providing... ...'s degree from a prestigious university, with strong analytical and communication skills. Prior experience in investment banking...Suggested
$100k - $120k
...Senior Client Associate At BBH, partnership is more than a form of ownershipit's our approach... ...issues such as asset transfers, portfolio reporting/activity, client data requests, and resolving... ...a team environment ~ Demonstrates analytical and research skills ~ Independent...Work at officeLocal area- The Client Associate will play a pivotal role in supporting the Client Advisors... ...’ financial statements and portfolio composition. Collaborate... ...and quarterly performance reports. Manage cash balances and movement... ...management, organizational, analytical, and problem-solving skills...Flexible hours
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational support, and... ...planning support. You will also help prepare performance reports, engage in risk management practices, and ensure compliance...
$2,000 per month
...We’re hiring a Large Group Client Associate to join our Client Success... ...also independently managing a portfolio of smaller fully insured... ...). Contribute to strategy, reporting, renewal preparation, vendor... ...Responsibilities: Handle the tactical and analytical foundation of client...Temporary workRemote workHome officeFlexible hours$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations... ...Associate Account Manager will report to the Director of Client... ...Technical Account Management, Data Analytics, and Marketing. Together, the teams...Contract workLocal areaFlexible hours- Veeva seeks a Senior Associate to join Crossix Client Analytics Services. You’ll bridge product and client goals, acting as a strategic partner to agencies and brands to deliver actionable insights with speed. In this role you will manage customer success flows, lead meetings...
- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier... ...-Owned Life Insurance portfolios. The Client Services department... ...that include customized reporting, premium invoicing, task... .... Reporting and Analytics Use Excel to...Weekend workAfternoon shift
$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations... ...Associate Account Manager will report to the Director of Client... ...Technical Account Management, Data Analytics, and Marketing. Together, the teams...Contract workTemporary workFreelanceLocal areaFlexible hours$115k - $147.5k
About this role Aladdin Client Transformations Associate - Front Office What we do: BlackRock’s business... ...software combines risk analytics with portfolio management, trading, compliance,... ...their investment analytics & risk reporting framework, to modernizing their overall...Full timeApprenticeshipWork at officeLocal areaFlexible hours1 day per week$56k - $84k
Overview The Client Services Associate works across a portfolio of brands to develop growth strategies and recommendations... .... The Associate Account Manager reports to the Director of Client... ...Technical Account Management, Data Analytics, and Marketing to align e-commerce...Contract workLocal areaFlexible hours$90k - $120k
...recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands‑on... ...reviews and customized reporting. Process policy changes, claims... ...Microsoft Office Strong analytical, organizational and...Work at office- ...Group (PEG) is looking for an associate to join its Information... ...This role involves managing client portfolios allocated to private equity... ...reconciliations, and preparing financial reports. The associate will also... ..., spreadsheet, and analytical skills Team-oriented with...
$80k - $110k
...dedicated point of contact for all day-to-day client inquiries Maintain CRM system with... ...coordinate all ad‑hoc requests and ongoing reporting to senior management, including annual... ...transactions Coordinate prospect/client portfolio reviews, operational due diligence...Local areaFlexible hours$80k - $100k
...The Client Associate is a client-facing role supporting the Quality Equity Group’s mutual fund... ...Associate will partner closely with Portfolio Management, Operations, Compliance, and... ...Provide support for the client online reporting portal (eClient), including initial setup...Local areaShift work$68k - $80k
...Job Summary The Client Development Associate works in partnership with the Regional Vice President and... ...reviewing financial data, and preparing reports Fostering positive relationships with... ...financial services industry Strong analytical, organizational and presentation skills...Temporary workLocal areaFlexible hours$130k - $260k
...Bridgewater Bridgewater Associates is a premier asset... ...inclusion. About Your Role Client Investment Research... ...Alpha Engine, Total Portfolio Strategies, and Client... ...client engagements. Apply analytical skills, market... ...position and performance reports. Work creatively with...Contract workVisa sponsorship$130k - $260k
...Bridgewater Bridgewater Associates is a premier asset... ...investors. About Your Role Client Investment Research... ...Alpha Engine, Total Portfolio Strategies, and Client... ...client engagements. Apply analytical skills, market... ...and create client‑ready reports. Use existing tools and...$130k - $260k
Bridgewater Associates is a premier asset management firm... .... About Your Role Client Investment Research Analysts... ...Alpha Engine, Total Portfolio Strategies, and Client... ...engagements Apply analytical skills, market knowledge... ...and performance reports to allow our Client Advisors...Contract work$80k - $110k
Man Group in New York is seeking a motivated professional to handle client inquiries and manage the CRM system. This role involves supporting the sales team on various projects and ensuring effective onboarding for clients. Ideal candidates will have a Bachelor's degree...Flexible hours$100k - $130k
...The Role As part of the Global Client Marketing function, the... ...biographies, and registration reports. Work with the content team... ...partners, vendors, and industry associations. Identify and secure high‑caliber... ...professionals, and portfolio strategists. Manage speaker...Permanent employmentTemporary workWork at officeWorldwideMonday to FridayFlexible hours- ...and engaging confidently with clients? If so, the Commercial Term... ...lender as a Client Associate on our multifamily lending sales... ...and grow their real estate portfolio Analyze commercial multifamily... ...PowerPoint and Outlook) with strong analytical skills Excellent time...Work at office
$100k - $105k
...Investments seeks a self‑motivated individual to join its Client Invoicing team. Reporting to the Head of Client Invoicing, the role supports the... ...(especially lookup functions and pivot tables) Strong analytical, problem‑solving, and technical aptitude Strong attention...Work at office$85k - $100k
About The Company Our client is a boutique advisory firm that provides comprehensive wealth... ...with monthly capital activity reports Prepare wires for investor redemptions... ...Experience with UHNW clients and their portfolios a plus Knowledge of alternative fund structures...Full time$65k - $90k
...identify growth opportunities for clients, and have a passion for... ...lender as a Client Associate on our multifamily lending sales... ...them grow their real estate portfolio. You will also analyze commercial... ..., Outlook) with strong analytical skills Excellent time management...Work at office$62k - $70k
...happens. Summary Of Position As a Client Solutions Senior Associate, your role is focused on end‑to‑end... ...delivery with executive read‑outs and reporting throughout the lifecycle of a... ...detail; strong organizational and analytical skills Experience within the healthcare...Full timeContract workWork experience placementVisa sponsorshipWork visa
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