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Reporting Operations Associate

The Execu | Search Group

This is a Full-time position in New York, NY posted June 8, 2021.

An investment management firm located in Manhattan is actively seeking a hardworking and analytical professional to join their growing staff as their new Reporting Operations Associate.

In this role, the Reporting Operations Associate will assist with preparation and delivery of client reports.


The Reporting Operations Associate will:
Gather required data to produce client reports Review reports completed by other team members Prepare and distribute client reports per schedule Review reports completed by other team members Work with Data Management Team to automate required reporting data Assist with the transition of the current portal to a new vendor Review ad-hoc reporting requirements to gather proper data and produce report Work with Data Management team to populate portal with relevant client information Provide quality control on data loaded to the portal Assist with launching new product types on the portal as required Qualifications Bachelor’s degree in Finance or Business 2+ years of experience in investment management or financial services industry Experience with end client reporting deliverables Experience with client portal setup and maintenance Strong proficiency level with Excel and Word Ability to work with all levels of employees Ability to manage multiple projects, organize, and prioritize work to meet deadlines in a fast-paced environment Strong organizational and time management skills Ability to learn and excel at day-to-day responsibilities and contribute to driving process improvement, standardization, and automation Excellent communications skills