Client Reporting & Engagement Analyst
Olmstead Associates
Olmstead Associates seeks a Client Reporting Business Analyst to support our Client Experience & Engagement practice. You will work on sales and servicing projects for the investment management industry, bridging business needs with IT delivery. You will author requirements, design specs, and test plans, document as-is and to-be processes, and collaborate with agile teams to implement solutions across client reports, CRM, and digital channels. #J-18808-Ljbffr Olmstead Associates
- Client Reporting Business Analyst Olmstead is seeking a Client Reporting Business Analyst to support our fast-growing Client Experience & Engagement practice, working on sales and servicing projects in the investment management industry. Responsibilities Valued team...Suggested
$180k - $240k
...& AI consultant ready to drive growth and innovation in a newly consolidated North American business unit? EPAM is seeking a Client Engagement Director to lead strategic account development and drive our data and AI business in the Northeast region. Join a global leader...SuggestedTemporary workH1bFlexible hours- CoStar Group is looking for a Data & Product Analyst to drive the growth of its Benchmarking product in Boston. This candidate will combine data analysis, product development, and client engagement to enhance product adoption and sales. This role includes analyzing benchmark...Suggested
$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...SuggestedContract 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...SuggestedContract workImmediate startRemote work$62.5k - $80k
Client Services Business Analyst Unfortunately, the Client Services Business Analyst is not able to provide sponsorship now or anytime in the future... ..., serving as a lead or co‑lead analyst on client engagements. The role oversees projects from concept through launch,...Work at office1 day per week- 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
- Cambridge Associates in Boston seeks an Analyst for the Client Reporting Group, responsible for producing performance reports across various asset classes. Candidates should have a Bachelor's degree and relevant experience, with a strong emphasis on detail and customer...
$65k - $113.75k
Why this job is important to usThe client solutions team works on a variety of projects related to active deals and strategic initiatives... ...keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.We are...Temporary workFlexible hours$150k - $220k
...220,000 per year A bit about us: This is one of Jobot's best clients, and a company that has been growing by over 100% year over year... ...skills, you must be able to sit in front of a client, and be engaging, and speak with non-technical stakeholders. This company will...Local areaVisa sponsorship- ...experience to deliver solutions that fulfill our clients' digital visions. Duration: 6+ Months... ...to join the Consumer Insights team, reporting directly to the Director of Consumer... ...influences. While this team member will engage on a contract basis to start, the...Full timeContract workWork experience placementLocal area
- ...leading career destination for tech experts at every stage of their careers. Our client, SANS, is seeking the following. Apply via Dice today! Position Description Position Title: Data Analyst Location: Boston, MA 4 days a week in office Position Overview: The Data...Full timeWork at office
- ...delivering high-quality tax services for US and international clients. The role emphasizes leadership, project management, and cross-... ...with a hybrid work model and ample professional growth. You will engage in complex tax projects, develop solutions, and mentor staff,...
- ...business data flows and processes; isolating issues, assessing implications, and formulating solutions. As a member of the Global Client Services Team, your goal is to provide positive support outcomes for our global production clients in accordance with established service...
- Segal is seeking a Health Benefits Analyst to provide analytical support in health benefits consulting services. This role involves analyzing... ...health plan data, developing financial models, and preparing client deliverables. Ideal candidates will have a Bachelor's degree in...
- ...Marketing Intelligence Analyst Software Guidance & Assistance, Inc. (SGA) is searching... ...one of our premier insurance services clients. This is a hybrid role requiring 2–3 days... ...tying marketing efforts to outcomes such as engagement, response, and lift Participate in...Contract work
$40 - $43 per hour
...Client Services Analyst - Boston, MA We are seeking candidates for a Client Services Analyst position with a leading financial services firm... ...timely and accurate client onboarding. Prepare onboarding reports, maintain accurate records, and provide post-onboarding support...Contract workWork at office$65k - $95k
...Acquisition Specialist at Masis Staffing (Fanning Personnel) Client Service Analyst Location: Newton, MA About the Opportunity A well-... ...environment. Key Responsibilities Prepare comprehensive client reports, including net worth statements, investment analyses, and portfolio...Full time- Fujitsu is seeking an Engagement Manager to lead complex AI and data engagements for enterprise clients. You will own delivery, manage multi-disciplinary teams, and ensure measurable business impact from framing through value realization. You'll partner with business, data...
$170k - $252.5k
...seeking an experienced Data Integration Lead to manage integration strategies for one of its largest clients in Quincy, Massachusetts. The successful candidate will engage with senior stakeholders to define effective data models, workflows, and integration methodologies....- ...Job Title: Business Analyst - Clinical Platform Location: Remote Type: Contract -4-6 months About BigRio: BigRio... ...both domain expertise and technical excellence to every client engagement. About the Role: BigRio is seeking a Business Analyst...Contract workRemote work
$115k - $145k
...all major asset classes and markets. Our clients have access to a broad array of... ...Job Description The Data, Analytics & Reporting Analyst sits within the Data Engineering team and... ...data solutions, models, and reporting. Engage in research discussions and project planning...Full timePart timeH1bWork at officeWork from homeVisa sponsorship1 day per week- ...Clinical Data Analyst CliniWorks is seeking a Clinical Data Analyst to join... ...platform Perform analytics and generate reports/presentations to advise business... ...and clinical research studies Engage current and prospective healthcare clients regarding data search requirements...Work experience placement
- We are seeking a Client Services Analyst - Fund Accounting to join our client's growing team. This position is hybrid in Boston, MA. Responsibilities... ...) for investment funds, ensuring accuracy and adherence to reporting deadlines. Prepared month-end and year-end financial...Work at officeLocal area
- An established industry player is seeking a dedicated professional to join their Global Client Services Team. This role focuses on providing exceptional support to global production clients while fostering strong client relationships. The ideal candidate will have at least...
$24 per hour
A financial services company in Boston seeks an entry-level Client Service Representative. In this role, you'll manage client inquiries, collaborate with internal teams for solutions, and build strong client relationships. The ideal candidate should have effective communication...- ...Our client is in need of an experienced database conversion candidate. ETL SQL Data Mapping Must be experienced in data mining and ETL... ...like testing, build, cutover planning, and go‑live by engaging subject matter experts, vendors, and interface engine developers...Work experience placement
- ...self-driven, go-getters for B2B Account Management of US-based Clients. We have multiple openings in NYC, Atlanta, Chicago, Miami,... ...goals/target-driven high performance. Job Description Position: Reporting Analyst Location: 55 Summer Street, 8th Floor, Boston, MA 02110...Contract workSummer work
$98.35k - $115.7k
...largest providers of corporate trust services in the world. Our clients look to us for trustee, agency, escrow, document custody and... ...ABS, MBS, CMBS and Mezzanine debt. These services include Trust Reporting, which requires review of the deal documents, set up of cashflow...Temporary workWork experience placementWork at officeLocal area3 days per week- ...The Analyst, Senior Analyst and Associate roles at Parametric, a part of Morgan Stanley Investment Management, support the maintenance of client accounts and collaborate with Client Relations Representatives to deliver exceptional service for advisor and client activities...
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