Direct message the job poster from The Equus Group
Kiya Major
Executive Recruiter
Client Reporting & Analytics Associate
Chicago, IL
About Us
We are a leading asset management firm based in Chicago, dedicated to delivering exceptional investment solutions and client services. Our team is composed of talented professionals who are committed to excellence, innovation, and providing top-tier service to our clients. We are currently seeking a skilled and detail-oriented Client Reporting & Analytics Analyst to join our team.
Key Responsibilities
Prepare and deliver comprehensive client reports, including performance metrics, portfolio summaries, and investment analysis. Ensure reports are accurate, timely, and tailored to meet client needs.
Analyze large data sets to extract meaningful insights and trends related to client portfolios and investment strategies. Provide actionable recommendations based on data analysis.
Monitor and measure investment performance, comparing actual results against benchmarks and client objectives. Generate performance attribution reports and conduct variance analysis.
Develop and maintain presentation materials for client meetings, including slide decks and other visual aids that effectively communicate complex data and investment insights.
Serve as a point of contact for clients regarding reporting and analytics inquiries. Address client questions and concerns promptly and professionally.
Identify and implement process improvements to enhance the efficiency and accuracy of client reporting and data analysis functions.
Ensure all client reporting and data analysis activities comply with regulatory requirements and internal policies. Assist in risk management by identifying potential issues and recommending solutions.
Work closely with portfolio managers, analysts, and other team members to gather information and insights necessary for client reporting and analytics. Foster a collaborative environment to support the firm's goals.
Leverage reporting and analytics software, as well as other technology tools, to streamline processes and enhance the quality of deliverables.
Qualifications
Bachelor’s degree in Finance, Economics, Business, or a related field.
Minimum of 2 years of experience in client reporting, data analysis, or a related role within the asset management or financial services industry.
Proficiency in Microsoft Office Suite, particularly Excel, and experience with reporting and analytics software. Familiarity with financial databases and tools (e.g., Bloomberg, Morningstar) is a plus.
Strong analytical and problem-solving skills with the ability to interpret complex data and provide actionable insights.
Excellent written and verbal communication skills, with the ability to present data in a clear and compelling manner.
High level of accuracy and attention to detail in all aspects of work.
Strong organizational and time-management skills, with the ability to manage multiple tasks and meet deadlines.
Ability to work effectively both independently and as part of a team.
Benefits
Competitive salary and performance-based bonuses
Comprehensive health, dental, and vision insurance
401(k) plan with company match
Paid time off and holidays
Professional development opportunities
Collaborative and inclusive work environment
The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.
Seniority level
Associate
Employment type
Full-time
Job function
Analyst
Industries
Financial Services
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