This site uses cookies. To find out more, see our Cookies Policy

Client Reporting Analyst in Boston, MA at Eliassen Group

Date Posted: 5/2/2019

Job Snapshot

  • Employee Type:
  • Location:
    Boston, MA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

We have an exciting opportunity for a Client Reporting Analyst with our industry-leading client in Boston.

We will accept corp to corp or w2 contractors. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.

Responsibilities of the Client Reporting Analyst:

  • The Client Reporting Analyst Contractor is responsible for providing client reporting support for MIFID II regulations
  • Create and implement new processes to support client reporting requirements to meet MIFID II regulatory requirements of MAM and it’s clients 
  • Draft and maintain policies and procedures for supporting MIFID II reporting requirements 
  • Perform analysis and drive execution of strategic solution for MIFID II reporting requirements 
  • Coordinate and verify the information required for the preparation of client reports, management reports, audit requests, other financial reports. 
  • Prepare, validate, and deliver reports in a timely manner. 
  • Validate and approve reports prepared by analyst; provide support to analyst. 
  • Prioritize and manage multiple reporting deadlines, maintain checklists. 
  • Perform reasonability analyses and explain variances. 
  • Prepare statistical data for management use. 
  • Document and keep existing documentation up to date for the procedures and processes under responsibility. 
  • Identify and propose process improvements. 
  • Identify and report weaknesses, and apply financial and operational controls to mitigate risks. Ensure compliance with regulatory requirements and internal policies. 
  • Organize and file records as per departmental policy, manage shared mailboxes and archive directories. 
  • Participate in testing investment systems upgrades and releases as well as process changes, as required. 
  • Maintain professional and technical knowledge, in particular on investment related business. 
  • Participate in projects, as required. 
  • Back up and cross-train with team members, as required. 

Requirements of the Client Reporting Analyst:

  • University degree in accounting or finance. 
  • 2+ years of client servicing experience. 
  • Good interpersonal, verbal and written skills. 
  • Experience working with derivatives products, futures, repos, an asset. 
  • Strong numerate accuracy and analytical skills. 
  • Attention to detail, good organizational skills. 
  • Ability to multitask and meet strict deadlines. 
  • Aptitude to work independently and also collaboratively as team player. 
  • Thorough knowledge and experience in information systems and in particular of Microsoft Office (Excel, Word). 
  • Understanding of various investments instruments such as bonds, stocks, short terms, derivatives etc., an asset. 
  • Understanding of the financial services industry, in particular investment funds.

Keywords: Client Reporting Analyst, Reporting Analyst, Customer Support, MIFID

Job ID: 318808

About Eliassen Group:

Eliassen Group provides strategic talent solutions to drive our clients’ innovation and business results. Leveraging over 30 years of success, our expertise in IT staffing, Agile consulting, creative services, managed services, and life sciences enables us to partner with our clients to execute their business strategy and scale effectively. Headquartered in Reading, MA and with offices from coast to coast, Eliassen Group offers local community presence, deep networks, as well as national reach. For more information, visit

Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Don’t miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!