Associate, Client Reporting/Performance II

We're seeking a future team member for the role of Client Reporting, Performance - IC1 to join our team. This role is based in Pittsburgh PA. In this role, you'll make an impact in the following ways: assist in monitoring and collecting data on the performance of client portfolios, field questions about reporting systems and reports used and generated by clients, conduct research on industry trends to understand key issues affecting client portfolios, collect and analyze data from client portfolios to monitor performance and provide clients with information for risk management, portfolio allocation, and peer comparison, develop technical expertise regarding product offerings to act as a resource to clients, support the maintenance of the online platform used by clients to generate portfolio and performance reports, provide senior professionals with data gathered from client trades and client concerns to improve client experience.

Requirements

• Bachelor's degree or equivalent combination of education and experience
• 0-3 years of total work experience preferred
• Experience in trading or brokerage preferred
• Strong analytical and research skills
• No direct people leadership required

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Flexible global resources and tools
• Paid volunteer time