Client Operations Reporting Analyst

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 evaluating client guidelines, supporting pre- and post-trade activities, and collaborating with other internal teams. The ideal candidate will have 1-3+ years of experience in client operations, guideline monitoring, or regulatory reporting in the Financial Services industry.

This is a 6-12+ month contract-to-hire position paying between $30-40/hr (depending on experience). This role supports a hybrid work model, onsite 4 days and remote 1 day.

• Reviews and evaluates client guidelines, and updates and maintains Sentinel accordingly
• Supports pre- and post-trade activities with investors
• Collaborates with other internal teams
• Applies knowledge of investment strategies, regulatory requirements, and client guidelines
• Provides additional support as needed

• Bachelor’s Degree required
• 1-3+ years of experience in client operations, guideline monitoring, or regulatory reporting in the Financial Services industry
• Deep understanding of various investment types, including fixed income, equity, and derivative products
• Previous experience using Sentinel or a similar guideline reporting system
• Proficiency in Word, Excel
• Experience with AI, Python, and SQL is a plus, but not required

For immediate consideration, interested and qualified candidates should send their resume to Morgan at