Analyst, Client Reporting - Parametric

Analyst, Client Reporting

The Analyst, Client Reporting is primarily responsible for client reporting, qualitative and quantitative analysis for the Institutional and Wealth Management sales organizations. The position will require teamwork and collaboration with multiple departments. Although interactions with the end client are limited, the role is focused on providing exceptional client service through timely and accurate analysis and reporting.

Primary Responsibilities

• Prepare quarterly, monthly and ad hoc analysis and client reporting for institutional and/or wealth management clients.
• Perform detailed review of client deliverables.
• Design, prepare and review custom institutional client reports utilizing Factset, Excel, and Word.
• Assist with designing tactical reporting solutions for new products.
• Manage the timely and accurate delivery of all requests.
• Investigate portfolio specific inquiries.
• Develop a specialized knowledge of all relevant Parametric products and strategies.
• Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service.
• Develop a full working knowledge of the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment.
• Assume other responsibilities as required.

Job Requirements

• 4-year degree, preferably in related discipline such as economics or finance.
• 2-4 years of industry experience.
• Strong math/quantitative skills and analytical writing ability.
• Proficient in Excel including using V-Lookup and Pivot Tables.
• Ability to excel independently and in ambiguous situations.
• Ability to maintain productivity and strong work ethic under minimal supervision.
• Working knowledge of statistics and familiarity with the principles of portfolio management.
• Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
• Ability to successfully manage and coordinate simultaneous multiple-level projects and tasks with internal departments.
• High attention to detail and strong sense of urgency.
• Must possess a high level of initiative.
• Familiarity with Factset, Bloomberg and other analysis tools is a plus.
• Proficiency in macro and code writing is a plus.
• Completion of Level I or higher of the CFA program a plus.