Reporting Specialist

  • location: Boston, MA
  • type: Contract
  • salary: $25 - $33 per hour
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job description

Reporting Specialist

job summary:
Randstad Professionals has teamed up with a large established buy side Asset Management company in Boston to search for a Reporting Specialist. This position will be a minimum of 6 months in length with potential to receive a permanent opportunity or extension. This individual should have a background in Banking, Asset Management, or Financial Services with exposure to Client Services, Client Reporting, or Performance.

Responsibilities:

  • Work along side Client services and Relationship Management team to understand reporting needs
  • Review and evaluate client report request (investment managemnet/ service level agreement) and determine appropriateness, availability and sources of data when needed.
  • Assist with implementation of workflow enhancement
  • Assist with Quality Assurance (QA) testing of systems, reports and processes.
  • Experience Benchmarking
Requirements:

  • Minimum of 5 years within industry, Portfolio Administration, Reporting or analysis
  • Benchmark Performance
  • Performance Attribution
  • Proven Commitment to Accuracy/ strong communication skills
  • Portfolio Reporting
  • Software: Eagle, Factset-Spar, Fundstation
For more information regarding this position and others please send your resume to luke.ronchi@randstadusa.com

 
location: Boston, Massachusetts
job type: Contract
salary: $25 - 33 per hour
work hours: 9 to 5
education: Bachelor's degree
experience: 5 Years
 
responsibilities:
Responsibilities:

  • Work along side Client services and Relationship Management team to understand reporting needs
  • Review and evaluate client report request (investment managemnet/ service level agreement) and determine appropriateness, availability and sources of data when needed.
  • Assist with implementation of workflow enhancement
  • Assist with Quality Assurance (QA) testing of systems, reports and processes.
  • Experience Benchmarking
Requirements:

  • Minimum of 5 years within industry, Portfolio Administration, Reporting or analysis
  • Benchmark Performance
  • Performance Attribution
  • Proven Commitment to Accuracy/ strong communication skills
  • Portfolio Reporting
  • Software: Eagle, Factset-Spar, Fundstation
 
qualifications:
For more information regarding this position and others please send your resume to luke.ronchi@randstadusa.com

 
skills: Custody, Client Service, Asset Management, Financial Reporting - External, Analysis - Risk, Bank Investments
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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