Institutional Client Analytics & Reporting Associate
Neuberger
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, Client Service, Marketing, RFP, Technology and Legal to deliver client-ready materials and respond to inquiries with accurate data and timely delivery. The position is hybrid, requiring three days in the office weekly. #J-18808-Ljbffr Neuberger
- ...distribution of recurring quality reporting while maintaining the... ...this position requires strong analytical skills, attention to detail,... ...one of the oldest financial institutions, offers innovative financial... ...and government clients under the J.P. Morgan and Chase...SuggestedWork at office
- ...striving to be best in class. As an Associate in the Credit Risk Controller & Analytics team, you provide comprehensive,... ..., Investor Relations, and SEC Reporting. In this role, you help us... ...portfolios such as non‑bank financial institutions, private credit, and commercial...SuggestedWork at office
$90k - $115k
Job Overview We are seeking someone to join our Segment Reporting & Analytics Team as an Associate in Investment Management Finance (IM Finance) to be... ...services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around...SuggestedTemporary workWork experience placementWork at office$63k - $84k
...country. Our Engineering and Analytics Team Members utilize the... ...purpose of the Analyst, Analytics Reporting position is to actively... ...other technical knowledge (Associate) Basic working knowledge of... ...degrees must have been earned at institutions of Higher Education which...SuggestedCasual workH1bWork at officeRemote workWork from home$115k - $125k
...: Liquidity Management & Reporting Specialist Associate Job Code: 13832 Country:... ...the needs of individuals, institutions, corporates and... ...people worldwide, we put our clients at the center of everything... ...management, or a related analytical role Strong analytical skills...SuggestedLocal areaWorldwide- The Credit Underwriting Associate within Citi’s Institutional Credit Management ("ICM") Credit... ...sessions and document client/industry performance, financial... .... Review servicer reports for collateral eligibility... ...interpersonal, organizational and analytic skills. Education...
- ...Apogem partners with institutional investors to deliver... ...Capital is seeking an Associate / Senior Associate to... ...historical portfolio analytics, enhancing portfolio... ...insights, and supporting reporting, monitoring, and... ...with the Investment, Client Service, and Operations...Local area
$140k - $185k
Institutional Partnerships Associate Location: New York, NY Employment Type: Full-Time... ...fintech), and institutional client base. For more... ...institutional growth Prepare reports and updates for senior leadership... ...but not required) Analytical skills with strong attention...Full time- ...FloorBusiness - Global Client GroupBrookfield is one... .... GCG also manages institutional relationships, strategic... ...DescriptionKEY RESPONSIBILITIESThe Associate or Senior Associate of... ...a suite of management reports to track and monitor... ...visualization and analytical tools (e.g. PowerBI,...Temporary workLocal area
$135k - $150k
...in-class. As a Senior Associate on the Wholesale Commercial... ...(CRE) Portfolio Analytics team, you will be responsible... ...concentrations, client and property financials... ...and comprehensive reports. This capability will... ...the oldest financial institutions, offers innovative financial...Work experience placement- Charles River Associates seeks an Associate in the Risk, Investigations & Analytics (RIA) practice to conduct investigations using open-source... ...materials and compile findings into client reports for law firms, financial institutions, and corporations. You will perform...
$95k - $120k
...people with the life-changing treatments they need. We are looking for an experienced analyst to join our Client Analytics Services team. As a Senior Associate, you will be the bridge between our industry‑specific product and our customer’s strategic goals. You’ll act...Work at officeLocal areaWork from homeFlexible hours$90k - $125k
...services to a wide range of clients including some of the... ...join its team as an Associate in New York. The... ..., investment bank, institutional real estate fund, or... ...credit profiles, KYC reports, property valuations,... ...not required. Strong analytical, quantitative, and communication...Temporary workLocal area- InforCapital, partnership is looking for an Associate in Portfolio Analytics to join their Secondaries team based in New York. This role involves investment... ...monitoring and prepare detailed quarterly investor reports. Strong financial analysis and proficiency in Microsoft...
$150k
.... Job Description The Associate Sales & Trading is responsible... ...Provide high touch client service for a portfolio of institutional clients including hedge... ...onboarding, client reporting and audits, lifecycle,... ...strong communication, analytical and problem solving skills...Work experience placementWork at officeLocal areaWork from homeFlexible hours$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 involves... ...portfolio monitoring, performing analysis of investment reports, and preparing investor reports. Qualified candidates...- ...alternative investment manager in New York, is seeking an Investment Reporting Associate to support its private credit platform. The role involves... ...experience in investment reporting and portfolio analytics, demonstrating attention to detail and proficiency in Excel....
$105k - $120k
...array of mission‑driven institutions. Our goal is to... .... Senior Analyst or Associate, Business Development... ...relationships with prospective clients. Operating at the... ...tracking, and reporting within Salesforce and... ...services roles. Strong analytical and research skills....Work at office$80k - $135k
...Integrated Firm Client Coverage - COO Team Analyst/Associate Role New York, New York, United... ...management and institutional divisions. The IFCC COO... ...Firm goals Management Reporting & Leadership Presentations... ...project management, and analytical skills Excellent verbal...Temporary workWorldwide$80k - $100k
...The Associate Client Advisor role is an exciting opportunity to join a... ...financial paperwork from other institutions for clients. File... ...Officers Committee account reports. Perform cash management... ...Regulation-9 and KYC preferred. Analytical & independent problem...Temporary workWork at officeRemote work- Associate Banker Apply (opens in new window) Job Req... ...Commercial Bank offers its clients the convenience, a... ...of policies and institutional processes. Understand... ...escalating, managing and reporting control issues with... ...class service quality. Analytical and credit skills...Full timeLocal areaOverseas
$125k - $150k
...assets on behalf of over 2,000+ institutional clients and private investors... ...Investor Relations Analyst / Associate (Institutional & Private... ...preparing and customizing investor reporting, tracking pipeline activity... ...materials. Reporting, Analytics & Customization Customize...Permanent employmentFull timeLocal areaWorldwide$100k - $143k
...from home). Role Overview Senior Associate – Derivative Accounting & Reporting performs a variety of duties including... ...of certain entries as well as the analytics that is performed in the area.... ...is constantly evolving to meet our clients' and employees’ needs. Job Requisition...Work at officeLocal areaWork from homeMonday to Friday3 days per week$95k - $160k
...driven perspectives that help our clients achieve their most critical... ...across financial, tax, data analytics, cybersecurity, and technical... ..., Accounting and Financial Reporting (TAS/AFR) practice is excitingly... .... We are looking for a new associate. Our AFR advisory team works...Worldwide$120k - $150k
Cerberus Capital Management seeks an Associate/Senior Associate in Sales Operations to support fundraising and investor reporting. You will prepare materials for prospective investors... ...closely with teams to provide analytical support. Candidates should have a Bachelor...$56k - $84k
...Associate, Client Success As an Associate, Client Success, you will play a key role in supporting... ...data sets to produce clear, concise reporting that supports Account Executive... ...written and verbal communication skills ~ Analytical mindset with the ability to work with...Temporary workWork experience placementFreelanceLocal areaFlexible hoursShift work- ...York. This role focuses on developing and executing innovative commodity-linked solutions for corporate and institutional clients. Candidates will leverage analytical skills and market knowledge to drive impactful transactions. The ideal applicant has experience in the...
$135k - $150k
JPMorgan Chase is looking for an Associate to join their Institutional Hedge Fund Solutions Team in New York... ...team members in executing trades and client onboarding. The ideal candidate... ...relevant experience, with outstanding analytical and communication skills. The...$64k - $69.5k
Associate, Foundation and Institutional Relations Full Time New York, NY, US 4 days ago Requisition ID: 109... ...Superior Performance. Position Overview Reporting to the Senior Director, Foundation... ..., mission-driven environment. Analytical Skills Effective and Engaging...Full timeWork at officeWorldwide$110k - $135k
...and stress testing, data consolidation and reporting, and management presentations. Helping in developing the tools for data analytics. Additionally, data quality monitoring and... ...the Portfolio Management team. Monitor clients’ performance, utilization of limits, portfolio...Work at office
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