Client Operations Reporting Analyst
We are currently seeking candidates for a Client Operations Reporting Analyst opportunity at a highly successful private equity firm located in Boston, MA. The Client Operations Reporting Analyst will be responsible for reviewing and evaluating client guidelines, supporting pre and post trade activities, and collaborating with other internal teams. The ideal candidate will have 1-3+ years of experience in client operations, guideline monitoring or regulatory reporting in the Financial Services industry.
This is a 6-12+ month contract-to-hire position paying between $30-40/hr (depending on experience). This role supports a hybrid work model, onsite 4 days out of their Boston office and remote 1 day.
Responsibilities:
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Reviews and evaluates client guidelines, and updates and maintains Sentinel accordingly
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Supports pre and post trade activities with investors
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Collaborates with other internal teams
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Applies knowledge of investment strategies, regulatory requirements and client guidelines
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Provides additional support as needed
Qualifications:
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Bachelor’s Degree required
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1-3+ years of experience in client operations, guideline monitoring or regulatory reporting in Financial Services industry
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Deep understanding of various investment types including fixed income, equity and derivative products
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Previous experience using Sentinel or similar guideline reporting system
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Proficiency in Word, Excel
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Experience with AI, Python and SQL is a plus but not required
For immediate consideration, interested and qualified candidates should send their resume to Morgan at [email protected].
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