A financial services firm in New York City is seeking a Client Reporting Operations Analyst to handle reporting in private equity and private debt sectors. The ideal candidate has at least 7 years of experience in client reporting and strong expertise in private capital structures, along with advanced Excel and BI tool skills. This position is contract-based and requires onsite work five days a week.
Qualifications
7 years of experience in client reporting or investor services.
Strong understanding of performance metrics and regulatory reporting.
Excellent organizational, problem-solving, and communication skills.
Skills
Client reporting experience
Fund operations knowledge
Understanding of private capital structures
Advanced Excel skills
Familiarity with business intelligence tools
Tools
Tableau
Power BI
Alteryx
Job description
A financial services firm in New York City is seeking a Client Reporting Operations Analyst to handle reporting in private equity and private debt sectors. The ideal candidate has at least 7 years of experience in client reporting and strong expertise in private capital structures, along with advanced Excel and BI tool skills. This position is contract-based and requires onsite work five days a week.