Client Operations Reporting Analyst

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. We are currently seeking candidates for a Client Operations Reporting Analyst opportunity at a highly successful private equity firm located in Boston, MA.

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 and remote 1 day. 

Responsibilities:

• Reviews and evaluates client guidelines, and updates and maintains Sentinel accordingly

• Supports pre- and post-trade activities with investors 

• Collaborates with other internal teams

• Applies knowledge of investment strategies, regulatory requirements, and client guidelines

• Provides additional support as needed

Qualifications:

• Bachelor’s Degree required

• 1-3+ years of experience in client operations, guideline monitoring, or regulatory reporting in the Financial Services industry

• Deep understanding of various investment types, including fixed income, equity, and derivative products

• Previous experience using Sentinel or a similar guideline reporting system

• Proficiency in Word, Excel

• 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 marakelian@daleyaa.com. 

 

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