Client Reporting Analyst - Asset Management (Entry Level)

Arrow Search Partners; New York (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

A financial services company in New York is seeking an Entry-Level Financial Reporting Associate. The role involves assisting with regulatory and contractual reporting for institutional clients, maintaining reporting templates, and ensuring accuracy across deliverables. Ideal candidates will have a Bachelor's degree in finance or business and familiarity with reporting tools. The salary range is $75,000-$90,000 with full-time employment.

Qualifications

• 1-3 years of experience in financial reporting, operations, or client service.
• Understanding of global institutional client reporting and marketing materials.

Responsibilities

• Assist with the regulatory and contractual reporting for clients.
• Maintain and update reporting templates and schedules.
• Support the onboarding of new accounts and funds.

Skills

Financial reporting

Client service

Proficiency in Microsoft Excel

Familiarity with reporting tools

Education

Bachelor’s degree in finance or business

Tools

Vermilion Reporting Suite

Job description

A financial services company in New York is seeking an Entry-Level Financial Reporting Associate. The role involves assisting with regulatory and contractual reporting for institutional clients, maintaining reporting templates, and ensuring accuracy across deliverables. Ideal candidates will have a Bachelor's degree in finance or business and familiarity with reporting tools. The salary range is $75,000-$90,000 with full-time employment.