Client Reporting Analyst

3 days ago


Hartford, United States Atlas Search Full time

We are working with an investment management firm seeking professionals with diverse backgrounds to contribute to their success. The Analyst will produce timely and accurate Client Reports and presentations for Asset Management clients and consultants by compiling, proofreading, and analyzing documents from various sources.


This role involves consulting with portfolio managers, assistants, and accountants to gather financial data, determine effective report formats, and maintain analytical data. If you thrive in a fast-paced, intellectually stimulating environment and desire to work with a strong team of investment professionals, we want to hear from you.


This position requires a strong command of Excel and PowerPoint, as well as proven skills in grammar, proofreading, and editing, with an excellent eye for detail and accuracy. The ideal candidate will be independent, able to manage multiple tasks simultaneously in a deadline-driven environment, and possess excellent communication skills to collaborate with peers and senior management.


Additionally, the role demands flexibility as they transition to a new reporting platform while continuing to produce current reports at a high level of accuracy and quality. This transition will involve research, new procedure development, implementation, extensive quality testing, and conceptual discussions to ensure a smooth conversion over the next few years.


Requirements:

Minimum of three (3) years of relevant experience

Bachelor’s Degree in Economics, Finance, or Business Management, or equivalent relevant experience

Intermediate/Advanced Excel skills strongly desired (VLOOKUP, formulas, linking, macros)

Intermediate PowerPoint skills are strongly desired

Proven ability to proofread and utilize proper grammar

Strong analytical skills

Detail-oriented and accuracy-focused

Ability to independently complete research and work within strict deadlines

Strong communication skills and ability to work with all levels of the organization



  • Hartford, United States Atlas Search Full time

    We are working with an investment management firm seeking professionals with diverse backgrounds to contribute to their success. The Analyst will produce timely and accurate Client Reports and presentations for Asset Management clients and consultants by compiling, proofreading, and analyzing documents from various sources. This role involves consulting with...


  • Hartford, Connecticut, United States Creative Financial Staffing Full time

    External Reporting, Senior AnalystABOUT THE COMPANY:External Reporting, Senior Analyst Our client is a premier organization in the Hartford area with multiple entities. This company is investing in new technology to be on the cutting edge They are rapidly growing and looking for talented and motivated individuals to join their growing team. Position is open...


  • Hartford, United States Conning & Company Full time

    We are seeking professionals with diverse backgrounds who can contribute to our success. If you thrive in a fast-paced, intellectually stimulating environment and desire to work with a strong team of investment professionals and industry experts, we would like to hear from you. **Position summary**: Responsible for the production of timely and accurate...


  • Hartford, United States Conning & Company Full time

    We are seeking professionals with diverse backgrounds who can contribute to our success. If you thrive in a fast-paced, intellectually stimulating environment and desire to work with a strong team of investment professionals and industry experts, we would like to hear from you. Position summary: Responsible for the production of timely and accurate Client...


  • Hartford, United States CVS Health Full time

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we...

  • Reporting Analyst

    3 weeks ago


    Hartford, United States Experis Full time

    Postion Details Contract-to-hire Location: Hartford, CT (Hybrid: T-Th onsite) $20-30/hr. depending on experience Position Summary:  Responsible for the production of timely and accurate Client Reports/presentations for Asset Management clients and consultants.   Compiles reports and documents from several different sources, including commentary from...

  • Reporting Analyst

    1 week ago


    Hartford, Connecticut, United States Experis Full time

    Postion DetailsContract-to-hire Location: Hartford, CT (Hybrid: T-Th onsite) $20-30/hr. depending on experiencePosition Summary: Responsible for the production of timely and accurate Client Reports/presentations for Asset Management clients and consultants. Compiles reports and documents from several different sources, including commentary from the managers,...

  • Senior Analyst

    2 weeks ago


    Hartford, United States AXA Group Full time

    Senior Analyst - Financial Reporting and Accounting  Stamford, CT I Hartford, CT I New York, NY I Exton, PA I USA The successful candidate will be responsible for the financial accounting and financial reporting of the AXA XL ILS Capital Management, Ceded reinsurance and Alternative Capital vehicles. Providing analysis to the investors and...

  • Financial Analyst

    2 months ago


    Hartford, United States Creative Financial Staffing Full time

    Financial Analyst/Entry level Financial Analyst What we like about this opportunity: Financial Analyst Hybrid schedule! Newly created role Career advancement - this client LOVES to promote from within The CFO started as a Financial Analyst Top performing team! Report to a dynamic CPA Senior leadership is open to implementing new ideas/process...


  • Hartford, United States Creative Financial Staffing Full time

    Job DescriptionSenior Accounts Payable AnalystOur client, a prestigious Greater Hartford Area organization, is currently seeking a Senior Accounts Payable Analyst.What we like about this Senior Accounts Payable Analyst opportunity;Growth oriented company, has grown and continues to grow through strategic acquisitions. Free parking!Hybrid! 3 days onsite (you...


  • Hartford, United States Creative Financial Staffing Full time

    Senior Accounts Payable Analyst Our client, a prestigious Greater Hartford Area organization, is currently seeking a Senior Accounts Payable Analyst. What we like about this Senior Accounts Payable Analyst opportunity; Growth oriented company, has grown and continues to grow through strategic acquisitions. Free parking! Hybrid! 3 days onsite (you choose...


  • Hartford, United States The Hartford Full time

    Asst Portfolio Analyst - VHH8A4 We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. Based in Hartford, CT, the assistant...

  • Business Analyst

    1 week ago


    Hartford, Connecticut, United States Centstone Full time

    Job DescriptionJob DescriptionTitle: Business AnalystClient: State of Connecticut(Department of Children and Families) LocalLocation: 505 Hudson Street Hartford, CTDuration: 12+ Month Job Description: SCOPE OF WORK The agency needs to engage the service of a Business Analyst. This consultant will work for the DCF IS CSM and under the supervision of the IT QA...


  • Hartford, United States Covr Financial Technologies Full time

    Sales Commission Analyst REPORTS TO: CFO DEPARTMENT: Finance FLSA STATUS: Exempt WORK SCHEDULE: 3 days in office, 2 days remote, or remote for the right candidate LOCATION: Hartford COMPANY OVERVIEW: Covr makes it simple to protect the people and things that matter most in life. As an agent of change in a rapidly evolving industry, Covr is a...


  • Hartford, United States Covr Financial Technologies Full time

    Job DescriptionJob DescriptionSales Commission AnalystREPORTS TO:                      CFODEPARTMENT:                   FinanceFLSA STATUS:                    ExemptWORK SCHEDULE:             3 days in office, 2 days remote, or remote for the right candidateLOCATION:...


  • Hartford, Connecticut, United States Covr Financial Technologies Full time

    Sales Commission Analyst at CovrAbout the Company:Covr is dedicated to safeguarding what's most important in life. In a rapidly changing industry, Covr offers a tech-driven approach to simplify and speed up the process of protecting what truly matters. Through collaborations with financial institutions and advisors, Covr's cutting-edge digital platform...


  • Hartford, United States The Hartford Full time

    Analyst IT Bus Analysis - BS08CE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. A new role can expand your knowledge and...


  • Hartford, United States The Hartford Full time

    Analyst IT Bus Analysis - BS08CE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Business Analyst position is an exciting...

  • Business Analyst

    1 week ago


    Hartford, Connecticut, United States GSK Solutions Full time

    Job DescriptionJob DescriptionJob Title: Business Analyst (Hybrid Onsite - Locals Only)Location: Hartford, CTDuration: 12 MonthsPay Rate: $60/hr Note:Candidate must be a U.S. Citizen or Permanent ResidentCandidate must be within a two hour drive of Hartford CT. Job Description: The Department of Children and Families depends on the core, mission-critical...


  • Hartford, Connecticut, United States The Hartford Full time

    Analyst IT Bus Analysis - BS08CE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. A new role can expand your knowledge and your...