What are the responsibilities and job description for the AVP/VP, Client Reporting position at Conning?
Conning is a leading global investment management firm with a long history of serving the insurance industry.
We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.
Position Summary
RResponsible for the development and production of timely and accurate complex Finance Committee reports/publications for all Asset Management clients. Compiles complicated reports and documents from several different sources into one PowerPoint document, which is proofread and analyzed for accuracy between the various sources. Consults with portfolio managers, portfolio assistants and accountants to identify the required financial data, to determine the most appropriate report format and to develop and maintain the client presentations and analytical data associated with those presentations.
This position requires a strong command of Excel and PowerPoint, as well as proven skills in grammar, proofreading and editing, in addition to an excellent eye for detail and accuracy. The candidate must be independent and be able to handle several tasks simultaneously in a deadline-driven environment. In addition, this position requires excellent communication skills to collaborate with peers and senior management.
In addition, the position will require flexibility in job tasking as we move to a different reporting platform while continuing to produce current reporting at the same elevated level of accuracy and quality. This transition will require research, new procedure development, implementation, and extensive quality testing as well as conceptual discussions to ensure a smooth conversion over the next few years.
Responsibilities
If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.
We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.
Position Summary
RResponsible for the development and production of timely and accurate complex Finance Committee reports/publications for all Asset Management clients. Compiles complicated reports and documents from several different sources into one PowerPoint document, which is proofread and analyzed for accuracy between the various sources. Consults with portfolio managers, portfolio assistants and accountants to identify the required financial data, to determine the most appropriate report format and to develop and maintain the client presentations and analytical data associated with those presentations.
This position requires a strong command of Excel and PowerPoint, as well as proven skills in grammar, proofreading and editing, in addition to an excellent eye for detail and accuracy. The candidate must be independent and be able to handle several tasks simultaneously in a deadline-driven environment. In addition, this position requires excellent communication skills to collaborate with peers and senior management.
In addition, the position will require flexibility in job tasking as we move to a different reporting platform while continuing to produce current reporting at the same elevated level of accuracy and quality. This transition will require research, new procedure development, implementation, and extensive quality testing as well as conceptual discussions to ensure a smooth conversion over the next few years.
Responsibilities
- Develop and produce timely and accurate monthly/quarterly complex Finance Committee Client Reports via batch reporting, web reporting, SimCorp and other miscellaneous sources.
- Research, investigate, and test apparent discrepancies between source documents, determine source of problems and resolve.
- Develop method(s) of streamlining/automating/extracting data for data presentations to ensure highly relevant and timely data; collaborate with Portfolio Managers to continually enhance reporting process. Develop and maintain Trade Recap Report compilation and compliance procedures.
- Cross-train other team members as needed.
- Bachelor’s Degree in Economics, Finance or Business Management, or equivalent relevant experience
- 5-7 years of work experience in Finance or Insurance industry
- Intermediate/Advanced PowerPoint and Excel skills strongly desired
- Proven ability to proofread, edit and correct grammar
- Strong analytical skills
- Detail-oriented and accuracy-conscientious
- Ability to independently complete research and work within strict deadlines
- Excellent communication skills and ability to collaborate with peers and senior management.
If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.