Client Reporting Analyst - Portfolio Data & Insights
$63.7k - $82.8kCambridge Associates LLC
Cambridge Associates LLC, located in Boston, Massachusetts, is seeking a Client Reporting Analyst to manage monthly and quarterly performance reports across various asset classes. This role involves coordination with internal and offshore teams to ensure data integrity and complete reporting tasks. Qualified candidates should hold a bachelor’s degree and have strong organizational skills, effective communication, and knowledge of Microsoft Excel. Salary range is $63,700 - $82,800 plus bonus. #J-18808-Ljbffr Cambridge Associates LLC
$80k - $150k
...objectives of institutional clients in more than 60... ...About The Role Client Reporting Services group within... ...open position for an Analyst based out of the Boston... ...expected to understand the portfolio’s outlook, process,... ...understanding product‑specific data nuances, answering ad‑...SuggestedWork at officeRemote workFlexible hours1 day per week$60k - $90k
Morgan Stanley, part of Investment Management, seeks an Analyst to support the Client Relations Group in Boston. The role involves maintaining client accounts, managing responses to client requests, and providing analyses while collaborating with internal and external teams...Suggested$30 - $40 per hour
Client Reporting Analyst - Fixed Income We are currently seeking candidates for a Client Reporting Analyst - Fixed... ...-hour work week. Responsibilities Collect data and analyze investment performance Audit investment portfolios - Calculate fund level and security level...SuggestedHourly payContract workImmediate start$40k - $85k
...to create value for clients through reputation.... ...intelligence and data solutions, world-class... ...: The Business Insights, Data & Intelligence... ...a group of Senior Analysts to join our best-in... ...media monitoring, and reporting initiatives across a portfolio of global brands....SuggestedWork at officeRelocationRelocation package$210k - $280k
...supporting HarbourVest’s Evergreen fund team on pipeline monitoring, liquidity management, portfolio construction, and stress testing while generating quantitative insights for client engagements and fundraising. This position will be a hybrid work arrangement that offers...SuggestedLocal areaRemote work- ...long-term capabilities with our clients is not easy work. You are the... ..., or on broader R&D and portfolio strategy for pharmaceutical companies... ...work will include generating insights through a range of analytical... ...) from licensed third-party data, proprietary McKinsey data...ApprenticeshipWork at officeEasy work2 days per week3 days per week
$206.25k - $297.92k
Job Title: Senior Director R&D Portfolio Data Strategy & Insights Location: Morristown, NJ, Cambridge, MA About the Role Join the engine of Sanofi’... ...Project Management, Project Resource Management, R&D Finance, Reporting, Portfolio Analytics, R&D Data Office, R&D Digital and...Work at office$90k - $115k
...Responsibilities: - Works directly with senior portfolio managers, analysts, and traders on a variety of projects... .... - Organize and analyze large data sets using various statistical methods... ..., manage and allocate capital for our clients – helping them reach their goals. We...Temporary work$90k - $130k
...Fixed Income Portfolio & Data Analyst The Fixed Income Portfolio & Data Analyst... ..., and risk controls reporting. As a member of the Enterprise... ...broader ED&A team with custom client requests, marketing... ...investment teams, delivering insights and addressing ad hoc requests...Work at officeLocal areaRemote work1 day per week$64.4k - $75.8k
...the organization - we call these teams “Insight Pods”. Your pod will support and train you... ...of custom designed research projects for clients. Responsibilities Qualitative research:... ...sessions at the end of fieldwork (often called “Data Parties”) to contribute to conversations...Work experience placementInternshipLive inWork at officeRelocationFlexible hours$70k - $100k
Brown Brothers Harriman & Co. is seeking a Family Office Analyst (FOA) for its Capital Partners MFO team in Boston. The FOA supports the... ...Relationship Manager as the primary contact for high-net-worth clients, ensuring their needs are met while handling daily activities...$75k - $85k
...personal goals is the best way to help our clients and advance our business. With a 200‑year... ...directly with the front office on client reporting. Become a subject‑matter expert on... ...resolve client issues. Work in complex data sets to identify and resolve data and calculation...Work experience placementWork at officeLocal area3 days per week$80k - $153k
...Manager, Data Analytics And Insights The Manager, Data Analytics and Insights performs critical functions... ...coordination and communication with clients, data vendors, and key business and... ...and manages asset allocation portfolios for more than 4 million customer accounts...Work from home$117.2k - $178.7k
...experiences. The Client Operations Services... ...improvement, technology, data storytelling,... ...of the senior analyst is to drive profitable... ...area to generate insights, including risk... ...support processes for portfolio of firm clients.... ...structure sophisticated reports (e.g. cost...- ...Senior Sales Operations Reporting & Insights Analyst (Remote) Boston, MA ezCater is the #1 food tech platform for workplaces in the US. The... ...CRM administration and Analytics/FP&A teams to ensure our data, dashboards, and compensation-related reporting are reliable...Permanent employmentWork at officeRemote workVisa sponsorshipWork visaFlexible hours
- ...A leading digital healthcare company in Boston is looking for a Payor Data Analyst. The role involves managing client data, ensuring data quality, and driving governance for audit analytics. Ideal candidates should have proficiency in SQL and Microsoft Excel, strong communication...
- Western Alliance Bancorporation in Boston is seeking a Client Service Analyst 3 to manage client relationships and maintain excellent service... ...work on Collateral Loan Obligations (CLOs) and ensure timely reporting to clients. The ideal candidate will have over 5 years of...Remote job
$115k - $145k
...classes and markets. Our clients have access to a broad array... ...Job Description The Data, Analytics & Reporting Analyst sits within the Data... ...investment oversight, research, portfolio construction, and manager... ...' ability to generate insights and support investment...Full timePart timeH1bWork at officeWork from homeVisa sponsorship1 day per week$120k - $180k
.... Summary Klaviyo is looking for a Lead Data Science Analyst to join our GTM Strategic Analytics & Insights team. In this role, you will serve as a senior individual... ...for purposes such as new hire onboarding, client or partner work if applicable, team meetings,...$113.3k - $188.8k
...Senior Quantitative Marketing Analyst role is part of M&T's Customer Insights & Analytics Organization. Apply... ...Banking. This role leverages complex data sources to evaluate campaign performance... ...and enhance dashboards and reporting solutions in partnership with Marketing...Work experience placement$118.9k - $156k
...Risk Insights Analyst Channel and Business Risk Team (ERM) Full-Time Springfield, MA or... ...deeper use of artificial intelligence and data analytics, and generate swift insights... ...inclusive behaviors, orientation towards client and team instead of self) The Minimum...Full time- ...an experienced professional in Boston to leverage advanced analytics and AI tools to drive data-informed decision-making across complex initiatives. The role focuses on portfolio management and operational excellence through cross-functional collaboration. Ideal candidates...
- ...Healthcare Access, Quality & Outcomes (HALO) domain. As a member of the Capabilities & Insights team within HALO, you will deliver distinctive client impact through assets and data analyses by leveraging valuable and complex databases such as VRDC. Your role involves...Apprenticeship
- Profitero+ is seeking an Advisory Analyst in Boston, MA to analyze eCommerce data and improve client performance. This hybrid role involves working directly with clients to scope projects and deliver actionable insights. The ideal candidate has a Bachelor’s degree and 1...Remote work
- A leading digital commerce company in Boston is seeking an Advisory Analyst to analyze eCommerce data and optimize client performance. In this hybrid role, you will deliver insights through presentations and support diverse projects with critical data analytics. The ideal...
$74.1k - $110k
...company, with a diversified portfolio of 5-star rated lifestyle solutions... ...Serve as a consumer insights lead within cross‑functional... ...moderating sessions, analyzing data, and delivering clear, actionable... ...Ability to move beyond data reporting, connecting findings across sources...Temporary workWork at officeLocal areaFlexible hoursShift work3 days per week- ...DraftKings, based in Boston, is seeking an Analyst II for the Digital Marketing Analytics team. You will leverage data-driven insights to optimize marketing strategies across channels. Your role will include collaborating with stakeholders, owning analytics for key initiatives...
- 102 H.I.G. Capital Management, LLC is looking for an Analyst to join their Performance Reporting Group in Boston. This role involves analyzing and summarizing investment performance while maintaining attribution and investor reports. Ideal candidates will have 2-5 years...
- ...RWD Data Analyst Company: Norstella Location: Remote, United States... .... Together, we help our clients: Assess the market need... ...to prioritize in their portfolio Find out where the launch... ...just deliver information and insights. We deliver answers you can...Full timeTemporary workLocal areaRemote workFlexible hours
$120k - $202.5k
...Overview As a Senior Data Management Technical Analyst, you will play a pivotal role... ...across the Wealth R&D portfolio. About the Team The... ...requirements across the application clients Define and document... ...analysis to surface insights and evaluate solution performance...Temporary workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Reporting Analyst - Portfolio Data & Insights. Be the first to apply!
- data solutions analyst Boston, MA
- remote data analyst Boston, MA
- senior financial data analyst Boston, MA
- temporary data analyst Boston, MA
- data analyst excel Boston, MA
- entry level data analyst no experience Boston, MA
- remote data analyst part time Boston, MA
- data center analyst Boston, MA
- senior healthcare data analyst Boston, MA
- senior data governance analyst Boston, MA

