Client Reporting Analyst – Parametric

Ms Ms

. Prepare quarterly, monthly, and ad hoc analysis and client reporting for institutional and/or wealth management clients .

Posted 9/24/2026full-timeUnited StatesJuniorMid-Level💰 $60,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical and quantitative skills, with proficiency in Excel for data analysis and reporting. Capable of managing multiple projects while maintaining high attention to detail and delivering exceptional client service.

Highest-signal resume keywords

Proficiency In ExcelStrong Math/Quantitative SkillsAnalytical Writing AbilityFamiliarity With Portfolio Management PrinciplesCompletion Of Level I CFA Program

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisCustom ReportingVLOOKUPPivotTablesStatisticsMacro WritingCode Writing

Soft Skills

Excellent Communication SkillsOrganizational SkillsStrong Work EthicAttention To DetailInitiative

Tools & Technologies

FactSetBloombergMicrosoft ExcelMicrosoft Word

Certifications & Qualifications

CFA Level I

Industry Keywords

Institutional ClientsWealth ManagementPortfolio ManagementClient ReportingFinancial Analysis

About the role

Key responsibilities & impact

Prepare quarterly, monthly, and ad hoc analysis and client reporting for institutional and/or wealth management clients
Perform detailed reviews of client deliverables
Design, prepare, and review custom institutional client reports using FactSet, Excel, and Word
Assist with designing tactical reporting solutions for new products
Manage timely and accurate delivery of all requests
Investigate portfolio-specific inquiries
Develop specialized knowledge of Parametric products and strategies
Uphold department reputation through professionalism, accuracy, responsiveness, and client service
Develop working knowledge of the firm's structure, key personnel, policies, procedures, and professional services environment
Collaborate with multiple departments and coordinate simultaneous projects and tasks
Assume other responsibilities as required

Requirements

What you’ll need

4-year degree, preferably in a related discipline such as economics or finance
2–4 years of industry experience
Strong math/quantitative skills and analytical writing ability
Proficiency in Excel, including VLOOKUP and PivotTables
Ability to work independently and in ambiguous situations
Ability to maintain productivity and a strong work ethic under minimal supervision
Working knowledge of statistics
Familiarity with principles of portfolio management
Excellent communication and organizational skills
Ability to handle a heavy, deadline-oriented workload
Ability to manage and coordinate multiple simultaneous projects and tasks with internal departments
High attention to detail and strong sense of urgency
High level of initiative
Familiarity with FactSet, Bloomberg, and other analysis tools is a plus
Proficiency in macro and code writing is a plus
Completion of Level I or higher of the CFA program is a plus

Benefits

Comp & perks

Annual discretionary incentive compensation award may be available
Relevant business unit incentive compensation plan, potentially including a discretionary bonus component
Medical insurance
Prescription drug coverage
Dental insurance
Vision insurance
Health Savings Account
Dependent Day Care Savings Account
Life insurance
Disability and other insurance plans
Paid time off, including sick leave consistent with state and local law
Parental leave
20 vacation days annually
10 paid holidays
401(k)
Short- and long-term disability
Other special employee perks
Hybrid working model with remote or in-office work on remaining days after three office days per week
Opportunities for internal mobility and professional growth