Entry Level Investment Reporting Analyst

Boston, MA | Contract

Post Date: 07/10/2017 Job ID: 78951 Specialty: Accounting & Finance

A top investment management is seeking an Entry Level Investment Reporting Analyst to join their team. In this contract role, you will be responsible for providing materials and expertise that best help service clients and grow business. Apply today!

Responsibilities for the Entry Level Investment Reporting Analyst:          


  • Prepare and fact check client letters, reports and presentation materials
  • Maintain product-related marketing and client materials such as generic presentations, investment profiles, and fact sheets
  • Collaborate with Product Management to keep product information current as well as on ad hoc projects
  • Assist in ongoing team projects
  • Interact with many other departments within the firm to support the firm and win new business

Requirements for the Entry Level Investment Reporting Analyst:
  • Interest in investments and capital markets
  • Quantitative skills
  • Good business/client judgment
  • Strong analytical skills
  • Experience with Excel, Bloomberg, and Fact Set preferred
  • Technology savvy with a strong knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship                      
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