Reporting Analyst - Client Services - Hedge Fund Firm
Edelman & Associates - Greenwich, CT

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Reporting Analyst – Client Services – Hedge Fund Firm
Leading Investment Management and Hedge Fund Firm
Greenwich CT area

Excellent salary, benefits, and generous bonus ( relocation assistance available)

Our client is a leading investment management and hedge fund firm with a corporate culture that encourages curiosity and learning from the newest hire to the CEO. Their Client Services Department works to ensure that their institutional client investors thoroughly understand their innovative approach to portfolio development and implementation strategies. As Reporting Analyst, you will oversee the delivery of world-class performance reporting to clients from start to finish.


Use financial analysis to create and audit periodic return attribution and portfolio position reports

Partner with Client Advisors to respond to custom client requests related to portfolio performance

Understand investment and systems methodology to create client-specific reports

Engineer improvements to data diagnostic and report generation tools, as well as create new tools to automate and streamline the process


Bachelor’s degree and excellent academic and extracurricular track record ( Math/Finance coursework preferred; Master’s degree preferred)

Experience in a leading financial institution or technology / strategy consultancy

Outstanding analytical and creative problem-solving skills displayed while under pressure and dealing with tight deadlines

Ability to prioritize and organize time effectively in a fast-paced and ever-changing environment

Ability to maintain accuracy and thoroughness with details while remaining focused on the bigger picture

Strong work ethic and demonstrated ability to achieve results and drive projects to completion |

Innate curiosity and aptitude for learning, both professionally and personally

Comfort with highly demanding expectations of excellence

Strong skills in Excel and previous experience with VBA and SQL are a plus

To apply, please send your resume to
( Your resume will not be distributed it outside the firm without first speaking with you and obtaining your consent)

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~ To see a complete listing of current positions please visit us
~ Please feel free to forward this information to qualified individuals

Edelman & Associates
Paul Edelman | Managing Director

About this company
Edelman & Associates is a boutique executive search firm known for our deep connections in the most desirable talent pools. While, we...