Client Reporting Analyst - Financial Services

Client Reporting Analyst - Financial Services
in Orange County, California 92859 - US

Job Description

Client Reporting Analyst - Financial Services

We are an established and industry leader in wealth management located in Orange County, CA. We provide unparalleled service to our customers and clients worldwide and measure our success in the service we provide. The ideal candidate will be able to handle challenges with a proven history of increased productivity. As a Client Reporting Specialist you will be working directly with our Investment Products and Strategies Group to produce high quality investment communications. The selected candidate will be working with clients, prospects and consultants across an array of platforms and expected to build a genuine rapport through sound business client judgment. If you are eager to learn and grow with our reputable wealth management company please submit a copy of your resume for consideration.

- Developing working knowledge of an asset class or group of products
- Ensuring the delivery of high quality materials to internal and external clients
- Preparing multiple versions of client letters on a quarterly and/or monthly basis
- Quality control on monthly/quarterly client letters
- Devising presentation materials for use in client meetings
- Drafting product roadmap guides to facilitate customization efforts


- Bachelor's Degree
- Industrious work ethic and high degree of interest in investments and capital markets
- Strong analytical and writing skills
- Experience with Excel, Bloomberg, and FactSet is preferred

Please submit a resume for consideration

For questions, please call 617-250-1000. There are no costs for candidates utilizing our services as our clients pay for all related hiring fees. All PSG job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you'll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too.

Professional Staffing Group is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.

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