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
- Cambridge Associates in Boston seeks an Analyst for the Client Reporting Group, responsible for producing performance reports across... ...customer service. Key responsibilities include data reconciliation, client portfolio administration, and collaboration with internal teams...Suggested
- MFS International Australia Pty Ltd is looking for an Analyst to join the Market Insights & Client Strategy team in Boston. This role involves conducting research and delivering insights related to capital markets and macroeconomic themes while supporting client projects...Suggested
- CoStar Group is looking for a Data & Product Analyst to drive the growth of its Benchmarking product... ...analysis, product development, and client engagement to enhance product adoption... ...with clients to enable effective use of insights. Ideal applicants have strong analytical...Suggested
$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 Guideline Reporting Analyst We are seeking candidates for a Client Guideline Analyst position with an... ...to investment teams by ensuring portfolio transactions and holdings comply with... ...accuracy and integrity of guideline data while identifying opportunities to improve...SuggestedContract workInternshipWork at officeRemote work1 day per week$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...Local 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
- ...to support the design and administration of surveys and analyses to enhance client experience. This remote position involves working closely with internal and external stakeholders to ensure data integrity using Salesforce. The ideal candidate will have strong data...Remote job
$90k - $115k
...Responsibilities Works directly with senior portfolio managers, analysts, and traders on a variety of projects... ...of quotes. 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$79k - $113k
MFS Investment Management in Boston is seeking an Analyst within the Market Insights & Client Strategy team to conduct research and deliver analysis related to capital markets and macroeconomic themes. The ideal candidate will have a Bachelor’s degree, strong quantitative...- McKinsey & Company in Boston is looking for an Analyst focused on Market Access to develop insights and innovative solutions for clients. You’ll collaborate within small teams, analyzing data, and presenting findings to enhance client impact. The ideal candidate should...
$83k - $97k
Senior Market Research and Insights Associate Sep 9, 2025 $83K - $97... ...Market Research and Insights Analyst with 3-5 years of professional... ...designed research projects for clients, while also mentoring junior team... ...thoughtful research design, data analysis, and actionable...Live inWork at officeLocal areaRelocationFlexible hours$30 - $40 per hour
Daley And Associates, LLC in Boston, MA is seeking a Client Operations Reporting Analyst to evaluate client guidelines and support pre- and post-trade activities. The ideal candidate will have 1-3+ years in client operations or regulatory reporting, with a Bachelor's Degree...Contract workRemote work$30 - $40 per hour
Client Operations Reporting Analyst We are currently seeking candidates for a Client Operations Reporting Analyst opportunity at a highly successful private equity firm located in Boston, MA. The Client Operations Reporting Analyst will be responsible for reviewing and...Contract workImmediate startRemote work$79k - $113k
The Role As a member of the Market Insights & Client Strategy team within the Strategy and Insights Group (SAIG), the Analyst will work under the direction of team members to conduct... ...Analyst will support the team in sourcing data and assisting in the analysis of capital...Full timeLocal areaRemote workFlexible hours$79k - $113k
...futures. The Role As a member of the Market Insights & Client Strategy team within the Strategy and Insights Group (SAIG), the Analyst will work under the direction of the team... ...Analyst will support the team in sourcing data and assisting in the analysis of capital market...Full timeLocal areaRemote workFlexible hours$79k - $113k
Analyst - Market Insights & Client Strategy | MFS Investment Management This is a full‑time role at MFS Investment Management, located in a hybrid (remote... .... Mission: This person will support the team in sourcing data and assisting in the analysis of capital market and...Full timeRemote workWorldwide- MFS Investment Management is looking for an Analyst in Market Insights & Client Strategy located in a hybrid work environment in Boston, MA. This full-time position supports the Market Insights team in developing crucial insights on capital markets and macroeconomic environments...Full time
$110k - $140k
The Fixed Income Portfolio & Data Analyst supports the firm's Municipal and Taxable... ..., 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$85k - $100k
...outperformance for sophisticated clients via our Systematic,... ...your Personal Data. We have developed policies... ...all new business and portfolios (funds, Separately... ...back‑office teams. The analyst will partner with... ...to provide commercial insights for the business. Skills...Work at officeLocal areaFlexible hoursRotating shift$130k - $180k
Brown Brothers Harriman is seeking an Addepar Product Owner & Reporting Analyst to manage product roadmaps and reporting in a hybrid role.... ...build key stakeholder relationships. This role involves creating client-focused reporting content and working closely with project...- ...ADUSA Distribution in Quincy, MA is seeking an Analyst III for Reporting and Analysis. In this role, you will utilize your analytical skills to turn complex data into actionable insights, influencing strategic decision-making within our Distribution and Transportation...
$170k - $325k
...Senior Quantitative Researcher to join their Research group. The role involves developing systematic investment strategies, evaluating data sources, and managing research projects. Candidates should have over 7 years of relevant experience, strong quantitative skills, and...- Eastern Bank is looking to hire a Private Banking Portfolio Administrator in Boston, MA. This role focuses on providing exceptional client service, managing documentation, and supporting business development teams. The ideal candidate will have at least 3 years of experience...
- A leading grocery retailer is seeking a Data Analyst to join their Client Strategy & Analytics team in Quincy, MA. This role involves delivering impactful insights from retail data and collaborating with client teams to optimize campaign results. The ideal candidate will...Remote workFlexible hours
- 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
- ...Limited is seeking a Commercial Performance & Insights Analyst in Boston. This key role involves analyzing market and competitor data to enhance visibility and decision-making... ..., contributing to performance analysis and reporting. Candidates should possess strong...
$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... ...travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and...$74.1k - $110k
...company with a diversified portfolio of 5‑star rated lifestyle solutions... ...an exceptional Sr Consumer Insights Analyst. You’ll play a critical role... ...sessions, analyzing data, and delivering clear, actionable... ...Ability to move beyond data reporting, connecting findings across...Temporary workWork at officeLocal areaFlexible hoursShift work3 days per week$76.8k - $96k
Dormont Manufacturing Co is looking for an Analyst II in Marketing Analytics to join their Boston team. In this role, you will utilize data-driven insights to enhance marketing performance across various digital channels, including Paid Social and Programmatic. The ideal...Full time
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