Job Description
Prepares monthly client reports and assists consultants in preparation of quarterly client reporting. Works with relevant partners to ensure the accuracy and timeliness of all information provided to clients. Interface with consultants and product to determine service requirements and developments. Prepares investment return analysis reports and communicates with clients on a regular basis. Technical expert on all major systems and understand performance and attribution methodology.

Knowledge/Skills
Technical expert on all major systems and understand performance and attribution methodology. Analytic skills and an understanding of finance and investment vehicles generally acquired through an undergraduate degree program are required in order to resolve inquiries of rate of return calculations and determine accuracy of reported data. Computer skills are required to analyze data and generate client reports.