Arrow Search Partners ยท 6 days ago
Client Reporting Associate
New York, NY
Full-time
Onsite
Entry Level
$75K/yr - $90K/yr
1+ years expArrow Search Partners is a specialized asset manager focusing on real assets and income-oriented strategies. They are seeking a Client Reporting Associate to assist with regulatory and contractual reporting for institutional clients and shareholders, while ensuring accuracy and consistency across reporting deliverables.
Human ResourcesRecruitingStaffing Agency
Responsibilities
Assist with the regulatory and contractual reporting for institutional clients and shareholders
Assist in the preparation and distribution of customized client reports
Maintain and update reporting templates and schedules as needed
Ensure accuracy and consistency across all reporting deliverables including fund factsheets
Collaborate across teams to update data, disclosures, and messaging into recurring materials
Assist in the creation, verification, and distribution of standardized and customized reporting packages and marketing materials
Support the onboarding of new accounts and funds
Support the execution of ad-hoc reporting requests
Qualification
Required
Bachelor's degree in finance or business
1-3 years of experience in financial reporting, operations, or client service within asset management or financial services
Proficiency in Microsoft Excel
Familiarity with reporting tools or data visualization platforms
Understanding of global institutional client reporting and marketing materials
Preferred
Experience with Vermilion Reporting Suite a plus
Company
Arrow Search Partners
Arrow Search Partners is a recruitment firm specialized in Accounting, Finance, Operations, and Tax Verticals.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Billy Merva
Managing Partner
Blaine Braunstein
Managing Partner
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