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Arrow Search Partners
Client Reporting AssociateArrow Search Partners • New York, New York
Client Reporting Associate

Client Reporting Associate

Arrow Search Partners • New York, New York
30+ days ago
Job type
  • Full-time
Job description

About the Company:

Our client is a specialized asset manager focusing on real assets and income-oriented strategies, delivering solutions across public and private markets. The firm is known for its research-driven approach serving a global client base of institutional and individual investors.

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

Requirements:

  • 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
  • Experience with Vermilion Reporting Suite a plus
  • Understanding of global institutional client reporting and marketing materials

Salary Range:

$75,000-$90,000

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Client Reporting Associate • New York, New York

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