Client Reporting Manager - eFinancialCareers

To be responsible for all materials created for clients and prospects and build a scalable function to support a growing investment management firm. Key duties and responsibilities will include: Oversee and deliver the end-to-end creation and distribution of all client reports on a monthly, quarterly and ad-hoc basis. This includes dividend information, attribution, Deliver prospects with required information of the firm’s products this includes including database, RFP, DDQ and pitchbook popula…