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This job is about producing client reporting for investment products and strategies. You might like this job because it involves developing expertise in various approaches and serving as a subject matter expert within the team.
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Job Description
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 for this role include, but are not limited to:
Partner with Investment Products & Strategies (IPS) 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.
Serve as an internal subject matter expert.
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.
Job Requirements
The ideal candidate will possess the following qualifications:
Strong academic credentials and professional experience in investment management, 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.
Proficiency in MS applications
Strong proficiency in both English and Japanese
#LI-GM
Company Benefits
Optical coverage
Employees have access to claim for prescription glasses and contact lenses.
Employee assistance program
Employees have access to employee assistance on challenges related to work, family, relationships and finances.
Health screening program
Employees can enjoy the benefits of comprehensive health screening at any clinic of their choice.
Bonuses
Our bonus programs reward our people for their achievements and their contributions to our business.
Recognition awards
Our recognition program involves both monetary and non-monetary awards which can be endorsed by fellow colleagues.
Performance equity
Our leadership equity grants are awarded to recognize exceptional performance or a significant career milestone.
Additional Info
Company Activity
Last active - few hours ago
Experience Level
0 - 10 Years of Experience
Company Profile
