Our client is a leading boutique asset manager with a range of successful active funds. They are seeking to hire a Client Reporting & RFP Associate. Key responsibilities include:
Review and maintain client reporting materials including performance, risk measures, portfolio exposures and fee information, ensuring accuracy, consistency and timeliness. Own and document reporting calculations and methodologies; investigate data issues and provide clear, reproducible solutions. Leverage technical and data expertise to respond to client and internal data requests, including working with large datasets and complex information. Manage projects focused on refining client reporting and information distribution structure and processes to meet client needs. Write RFP’s, RFI’s and DDQ’s, working closely with subject matter experts across the firm. Create and manage key client materials including presentation slides and investment summaries.