Client Operations Reporting Analyst

Daley And Associates, LLC; Boston (MA); Hybrid; USD 41,000 - 55,000; Full time

Job summary

Daley And Associates, LLC in Boston, MA is seeking a Client Operations Reporting Analyst for a 6-12+ month contract-to-hire arrangement. The role focuses on reviewing client guidelines, supporting pre- and post-trade activities, and collaborating with internal teams in a private equity setting.

The ideal candidate has 1-3+ years in client operations or regulatory reporting within Financial Services, and is proficient with Word and Excel; knowledge of Sentinel is a plus.

Qualifications

• 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 investment types including fixed income, equity, and derivative products.
• Previous experience using Sentinel or similar guideline reporting system.
• Proficiency in Word and Excel.
• Experience with AI, Python, and SQL is a plus but not required.

Responsibilities

• 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.

Skills

Python

SQL

AI

Word

Excel

Education

Bachelor's Degree

Tools

Sentinel

Word

Excel

Job description

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 out of their Boston officeand remote 1 day.

Responsibilities:

• 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

Qualifications:

• 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 similar guideline reporting system
• Proficiency in Word and Excel
• Experience with AI, Python, and SQL is a plus but not required