Job Summary Job Description What is the opportunity? The Alternative Investments Data and Client Reporting... client reporting data elements. Act as subject matter expert on client reporting and data; including the evolution...
processes, data management, client reporting and portfolio management analytics. Responsibilities include trade calculation... including soft dollar and client direction, respond timely to data requests Educational Requirements University (Degree...
product lines (Advisory, Capital Markets, 3rd Party, Retirement, Banking, Alternative Investments). Provide strategic..., as well as direct-to-client marketing in a multi-channel, multi-factor, and data driven environment. Ability to lead...