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| Tax Paraprofessional |
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One smart move is ... |
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Investment Client Reporting Analyst
| Details |
Country: USA
Location: MA Quincy
Total applied: 0
Job Status: Full Time
Salary: From 44,000.00 to 47,000.00 USD per year
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Investment Client Reporting Analyst
The individual will develop client investment reviews, deliver quarterly investment client reporting, respond to investment section of RFPs and answer consultant, broker, client and internal plan investment related requests. The analyst will be assigned a client base to provide investment information and support company cross-sell initiatives. Additional responsibilities include providing qualitative, analytical, and client support for investment client service. The Candidate will interface and work closely with clients, consultants and brokers, as well as internal sales, marketing and recordkeeping groups.
Candidates must have good working knowledge of 401k plan investment products - mutual funds and institutional funds, portfolio data and analytics, portfolio and performance attribution, and be familiar with ZephyrStyle Advisor, Morningstar PrincipiaPro and other investment analytical tools. This position also requires attention to detail, strong interpersonal and oral and written communication skills, and the ability to work independently as well as support a team environment. A BS and 3-5 years of defined contribution/plan investments or similar experience is required.
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Accounting & Auditing 
