Overview

Producing high quality, accurate, and timely reporting is one of the key aspects of providing superior service to our clients, prospects, and consultants. To that end, the Investment Reporting Team within Client Reporting Services (CRS) is responsible for maintaining and producing standard product related marketing and client materials as well as customized client reporting for an assigned suite of products. The Investment Reporting Team broadly is expected to develop expertise in the approaches they cover and are expected to understand the portfolio’s outlook, process, positioning, strategy, and the current market environment. The team will be closely aligned with Investment Products & Strategies and serve as internal subject matter expert to CSG and GRG broadly. 

RESPONSIBILITIES: - 

Responsibilities for this role include, but are not limited to: 

• Partner with environmental, social and governance factors (ESG) and our Global Relationship Group (GRG) to understand the fundamentals of our approaches. The general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting 

• Develop an expertise in an assigned suite of approaches to effectively develop and deliver product-level content in client reporting: this includes but may not be limited to writing attribution and performance commentary, tailoring portfolio positioning and outlook text for different client guidelines, understanding product specific data nuances, answering ad-hoc questions related to the product, etc. 

• Produce or maintain all standard product materials and reoccurring deliverables including generic marketing presentations, institutional fact sheets, and product summaries. 

• Peer reviewing client deliverables completed by the team as needed to ensure accuracy, data reasonability, etc. 

• Take the lead on production of customized client reporting. 

QUALIFICATION: - 

The ideal candidate will possess the following qualifications: 

• Strong academic credentials in investment banking, client reporting or marketing communications. 

• Candidates should demonstrate a high level of capital markets/investment/product knowledge particularly in the equity asset class. 

• Excellent quantitative and communication skills as well as strong attention to detail.