Client Reporting & Analytics Associate
Location
New York, NY
Job Type
Full-time
Category
other-general
Posted
June 06, 2026
The Client Reporting & Analytics Associate will play an integral role in the Global Client Platform Group and will be directly aligned with the Institutional Equity Portfolio Management teams. This position provides direct support to the assigned Portfolio Management and Institutional Client Coverage teams and is responsible for compiling portfolio and market specific materials, including institutional client reports, market related exhibits and commentary, portfolio and product analytics for pitch books, factsheets and portfolio review materials. The Associate will collaborate with Portfolio Management, Client Service, Marketing, RFP, Technology and Legal Teams to deliver client ready materials.
**Responsibilities:**
+ Understand the equity strategies with requisite depth to be able to complete client reporting and client specific inquiries regarding equity portfolios and strategies
+ Develop and produce thoughtful and accurate client materials, including standard...
**Responsibilities:**
+ Understand the equity strategies with requisite depth to be able to complete client reporting and client specific inquiries regarding equity portfolios and strategies
+ Develop and produce thoughtful and accurate client materials, including standard...