Senior Associate, Client Reporting/Performance

We're seeking a Senior Associate, Client Reporting/Performance to join our Client Reporting and Performance team. This role is responsible for monitoring and reporting on client portfolio performance, owning online tools and reporting platform, and providing guidance to clients on risk management and portfolio allocation.

Requirements

• Bachelor's degree or the equivalent combination of education and experience
• 5-7 years of total work experience preferred
• Experience in trading or brokerage preferred
• Strong knowledge of client portfolio performance, risk management, and asset allocation
• People leadership experience (if applicable)

Benefits

• Competitive compensation
• Benefits and wellbeing programs
• Flexible global resources and tools
• Generous paid leaves
• Paid volunteer time