About this opportunity
Atlantic Group lists this Client Reporting Associate opportunity in boston, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Overview
We are seeking a Client Reporting Associate to join our Boston office. This individual will take a leadership role within the Client Reporting team, act as a key liaison to the Client Service Team, and help design and implement efficient operational workflows and procedures. This role reports to a Principal within the Client Reporting Operations group and is part of a broader global Operations team.
The ideal candidate is proactive, detail-oriented, and capable of managing multiple priorities in a deadline-driven environment. They should bring prior experience managing or overseeing operational functions and be ready to take a hands-on approach to daily tasks. Strong interpersonal skills and professionalism in engaging with both internal stakeholders and external vendors are essential.
Our firm operates with a collaborative, entrepreneurial spirit—ideal candidates should be comfortable wearing multiple hats, embracing change, and taking ownership to support the company's ongoing growth.
Base pay range
$60,000.00/yr - $70,000.00/yr
Responsibilities
Monitor and reconcile daily cash activity across client portfolios by coordinating with internal teams and third-party service providers
Ensure timely completion of reconciliations for cash and positions for assigned accounts and custodians
Investigate and resolve any discrepancies between internal books and external records, including custodians and administrators
Monthly & Quarterly Client Reporting
Assist in gathering and inputting fund manager performance data into proprietary systems
Lead the production and review of monthly "flash" reports and quarterly client statements
Verify and reconcile client transactions and fund performance data against benchmarks; document exceptions for the Client Service Team
Troubleshoot issues related to report generation and ensure timely resolution
Support delivery of consolidated or legacy client reports by confirming data completeness and collaborating with internal teams
Assist in formatting and distributing custom client reporting materials
Ad hoc & Cross-Functional Support
Develop an in-depth understanding of reporting processes and portfolio management systems
Serve as a responsive, solutions-oriented contact for internal client teams on reporting questions
Evaluate and enhance existing reconciliation and data validation procedures
Identify and escalate any potential control gaps or operational risks
Note: Responsibilities may evolve over time based on business needs. Flexibility to work overtime may be required.
Qualifications
The successful candidate will be meticulous, self-motivated, and thrive in a high-performance environment.
Preferred Background
1–2 years of experience in investment operations or a similar function
Bachelor’s degree in any discipline, with a strong academic record (GPA and standardized test scores considered)
Ability to manage multiple priorities with a focus on accuracy and efficiency
High level of attention to detail; experienced in handling and reviewing large datasets
Excellent organizational skills and ability to operate effectively in a dynamic environment
Strong verbal and written communication skills; professional and clear communicator
Self-starter who takes initiative and works independently, but also thrives in team settings
Open to feedback and capable of giving and receiving constructive input
Proficiency in Microsoft Office, particularly Excel, PowerPoint, and Outlook
Benefits
Medical insurance
Vision insurance
401(k)
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Worksite address
boston, MA, 02298, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.