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$65k - $85k
About the Position Callan is seeking a new team member to join our Client Report Services (CRS) team in the following Callan locations: Portland, or San Francisco headquarters. As a Performance Analyst in the Client Report Services (CRS) group at Callan, a leading independent...SuggestedWork experience placementWork at officeWork visa2 days per week- ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... ...drive Responsible Growth. This role is responsible for developing reports to support management decision making. Key responsibilities include...SuggestedShift workDay shift
Bank of America
Plano, TX1 day ago $25 - $37 per hour
...Description This job is responsible for developing reports to support management decision making.... ...development process, participating in client meetings to understand needs and develop... ...looking for a seasoned Client Reporting Analyst. Responsibilities Designs, develops, and...SuggestedShift workDay shiftDormont Manufacturing Company
New York, NY1 day ago$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$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$75k - $85k
...your professional and personal goals is the best way to help our clients and advance our business. With a 200‑year legacy and a passion... ...Work directly with the front office on client reporting. Become a subject‑matter expert on eMoney and serve as the primary...SuggestedWork experience placementWork at officeLocal area3 days per week- ...globally. As a half a billion dollar IT company, Collabera's client-centric business model, commitment to service excellence... ...Disability Insurance. Job Description Job Title : Client Reporting Services Analyst Work Location : 400, Howard Street, San Francisco, CA - 94...SuggestedWork at office
- Assisting in the development and providing custom consolidated reporting to high-net-worth clients and family offices Working directly with Relationship Managers and 3rd party advisors Handling all client inquiries and resolving issues related to reporting Running monthly...SuggestedWork experience placementWork at office
- Corient Private Wealth LLC. in Columbus, OH is seeking a Client Reporting Specialist responsible for managing client reporting templates and executing reporting processes. Ideal candidates will have 3-5 years of experience in client or investment reporting and proficiency...Suggested
$30 - $40 per hour
Client Guideline Reporting Analyst We are seeking candidates for a Client Guideline Analyst position with an elite investment management firm located in Boston, MA. The Client Guideline Reporting Analyst will provide support to investment teams by ensuring portfolio transactions...SuggestedContract workInternshipWork at officeRemote work1 day per week- ...professional to join its EDGE team. You will assist with tax information reporting, withholding validation, and reconciling data across... ...teamwork, accuracy, and timely deliverables. You will interface with client liaisons and internal teams, supporting billing and ensuring...Suggested
- EY, through EY EDGE, seeks a tax information reporting professional to support client engagements and deliver high-quality information reporting (1099/1042‑S/8804) and FATCA/CRS reporting. You will validate withholding certificates (W‑8/W‑9) and reconciliations for engagements...Suggested
- EY EDGE invites you to join a collaborative Tax Operations team delivering accurate information reporting and value‑added advisory to clients. You’ll learn, grow and contribute while supporting engagements across tax information reporting for 1099/1042‑S, FATCA/CRS and...Suggested
- Dormont Manufacturing Co. seeks a seasoned Client Reporting Analyst to design, automate, and maintain reports and dashboards for management decision making. The role involves ETL development, data modeling, and collaboration with stakeholders to translate requirements...Suggested
- 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...Suggested
- Responsibilities Providing reporting support including leading the development work for automated reporting solutions Developing and maintaining... ...solutions Working with business partners to understand client needs Creating solutions to meet those needs Leading aspects...
- 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
- ...SOLUTIONS in Towson, Maryland offers an exciting career opportunity for a Reporting Analyst. This position involves supporting the Utilization Management Team through SQL queries, custom client reporting, and data architecture management. The ideal candidate will have...Work at office
- EY EDGE offers a role in tax information reporting, joining a global professional services leader. You’ll assist with 1099/1042-S/8804 reporting... .... The position emphasizes accuracy, data analysis, vendor/client system knowledge, and teamwork across multiple engagements. A...
- ...Responsibilities Analyze client requirements and translate them into technical specifications. Ensure the accuracy and integrity of data by conducting thorough quality checks and validations. Own client jobs making sure they are running smoothly and on‑time per established...
Jobtailor
Indianapolis, IN2 days ago $62.5k - $87.5k
...Unfortunately, the Client Services Business Analyst is not able to provide sponsorship now or anytime in the future. This role requires you to be located in the Indianapolis area because this is a hybrid role and requires one day a week in the office. Position Summary...Work at officeRemote work1 day per weekDormont Manufacturing Company
Indianapolis, IN14 hours ago- ...Designs, develops, and maintains innovative automated reports Creates and maintains required standard documentation Works collaboratively in a cross-functional team Contributes to the development of new AI-enabled approaches Requirements 3+ years of relevant experience...
Jobtailor
Springfield, IL2 days ago $73.2k - $120k
...Job Overview Responsible for developing reports to support management decision‑making within the Global Data & Reporting Operations (GDRO) team. The role requires designing, building, and maintaining automated reporting solutions using BI tools and AI‑assisted workflows...Shift workDay shiftBank of America
Whitehall, NY3 days ago- A decision analytics company is seeking a Senior Analyst to support clients in making data-driven decisions. Responsibilities include developing an understanding of client needs, collecting and organizing data, and implementing methodologies to solve problems. Candidates...
- Choice Logistics, Inc. is seeking a Client Operations Analyst to manage the processing of client requests related to warehouse activities. This role requires attention to detail and exceptional communication skills to ensure client satisfaction. The Analyst will act as...Work at office
- ...of the position is to act as a support person in the Regulatory Reporting, Delivery and Change Management departments. The day-to-day... ...processing Operations and Customer Services Functions Work with clients, Account Executives, business managers and operation teams to manage...Full timeInternshipWork at officeLocal areaImmediate startWorldwide
$130k - $150k
...energy, detail-oriented individual to join us as a Senior Business Analyst in the Client Data Strategy team. This team plays a critical role in providing strategic oversight of client data and reporting for our global client coverage organizations. It leads the development...Work at officeLocal areaWorldwideShift workNeuberger
New York, NY3 days ago$65k - $80k
Ares Management Corporation is hiring a Client Services Operations and Data Analyst in Denver, Colorado. This role supports investor servicing and data operations, focusing on data integrity and workflow coordination. Ideal candidates will have a Bachelor's degree and 1...- Abracadabra+ is looking for an Analyst in US Client Services to support operations and data analysis. This role involves managing complex processing... ...ensuring data integrity and supports the year-end tax reporting processes. The ideal candidate has 1-3 years of relevant...
$75k - $105k
Unfortunately, the Client Services Business Analyst - Healthcare Data role is not able to provide sponsorship now or anytime in the future. This role... ...and quality assurance protocols for both recurring reports and new implementations. Collaborate regularly with marketing...Work at office1 day per week
