Client Reporting & Analytics Associate

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified checked Jun 13, 2026

Salary

$90K-$105K Verified - from the job posting source checked Jun 20, 2026

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)

$111,944 U.S. median for this role

Projected growth (BLS Employment Projections)

+13.7% - Much faster than average

13% below the BLS role benchmark for data and ml aggregate.

Matched to SOC 15-1252 - Data and ML aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Equity

Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Client Reporting & Analytics Associate New York, NY The Client Reporting & Analytics Associate will play an integral role in the Global Client Platform Group and will be directly aligned with the Institutional Equity Portfolio Management teams. This position provides direct support to the assigned Portfolio Management and Institutional Client Coverage teams and is responsible for compiling portfolio and market specific materials, including institutional client reports, market related exhibits and commentary, portfolio and product analytics for pitch books, factsheets and portfolio review materials. The Associate will collaborate with Portfolio Management, Client Service, Marketing, RFP, Technology and Legal Teams to deliver client ready materials. Responsibilities: Understand the equity strategies with requisite depth to be able to complete client reporting and client specific inquiries regarding equity portfolios and strategies Develop and produce thoughtful and accurate client materials, including standard and custom client reports, client portfolio review presentations and commentaries Assist the team in delivering on all client reporting requirements in accordance with established investment management agreements Function as point of contact and engage with investment professionals on investment performance, portfolio exposures, attribution analysis and summary statistics to assure accurate and timely production of investment analytics packages Participate in the onboarding of new clients and the creation of analyses and presentations for key initiatives, including but not limited to fund launches, RFPs and client due diligence questionnaires Liaise with portfolio management teams on managing and executing on ad-hoc inquiries and small projects Collaborate with project management teams and IT on data automation projects

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