Client Reporting Co-op

Arrowstreet Capital•Boston, MA

28d•$21 - $29

About The Position

Co-op Program Overview The Arrowstreet Co-op Program provides an exciting opportunity to learn about the institutional asset management industry and Arrowstreet as a company while gaining deep experience within a specific function. The co-ops are highly valued members of the team and participate in team meetings, perform business-critical work and receive real-time, balanced feedback. They enjoy all the perks of being an employee at Arrowstreet, including a warm and friendly work environment and a relaxed, business-casual dress code. The co-ops across the organization come together on a regular basis to meet members of the firm’s leadership and to learn about all aspects of the investment management process. Job Overview The Marketing and Reporting Department (consisting of four teams: Client Reporting, Performance, Marketing Services & Product Marketing) is responsible for producing and overseeing all marketing and client reporting materials. This includes the design, production, storage, organization and distribution of high quality (accurate, timely, compliant) materials. Working closely to support the business development and relationship management teams, the Marketing and Reporting Department works cross functionally, collaborating with teams such as Investment Analytics, Funds, Finance, Investment Services and Compliance. The Client Reporting co-op role is primarily focused on supporting the overall client experience in terms of client and investor month end reporting. The co-op role provides the opportunity to participate and learn across the team, in addition to providing the opportunity to participate in some complementary tasks within the Client Services Team. The co-op will gain experience with a wide range of responsibilities on a daily basis, contributing to both ongoing processes as well as strategic initiatives. This role provides an excellent opportunity to become a valuable contributor in a fast-paced client focused environment and gain broad exposure and insight into the inner workings of an investment manager

Requirements

Strong academic record in the undergraduate program preferably with a focus on finance, accounting or data science
A positive attitude with enthusiasm and maturity
Excellent organizational, analytical, written and problem solving skills
Strong interpersonal, verbal and written communication skills
Proficiency with Microsoft Excel
Ability to multi-task and work on a variety of assignments across multiple teams
Committed to delivering a high quality work product and seeing assignments through to completion
Detail-oriented with a strong curiosity in how things work
Works well in a team environment and can also excel as an independent contributor
A strong interest in the investment management industry

Responsibilities

Contribute to initiatives and processes relating to the Client Reporting team that will add value to the end client
Contribute to the monthly portfolio reconciliation review and reporting process through conducting month-end analyses on portfolio records via Custodial bank portals
Work on and assist with various client reporting operational deliverables and requests
Maintaining internal client data system and ensuring client information in internal systems is complete and accurate
Prepare presentation books and marketing collateral for client, prospect and consultant meetings
Support the audit confirmation processes
Maintain and own checklists, procedures and process documentation
Provide support for strategic project initiatives
Process improvement on existing tasks and look for ways to gain efficiency
Work with manager to identify a Co-Op project that will improve functionality within the team encompassing skills and knowledge learned during the program and present findings of project at the completion of project/end of co-op