Client Performance Reporting Manager

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Being part of the back-office operations in the area of Operations Control for Singapore and Hong Kong Booking Centres...

Private bank, West area Back office operations in Operations Control for Singapore and Hong Kong Booking Centres, mainly supporting Client Performance reporting Responsibilities - Support queries and controls on client performance reporting i.e. daily control reports, customised client statements, preparing reference letters, Monthly management information...

The role works closely internal partners, external providers and relevant departments on client performance enquiry, controls/reports, and customised statements. **Related to the area of Client Performance Reporting & Data Quality Management**: - Providing reliable, high quality business support to client and front unit - Support in the daily position...

Ultimate Performance (U.P.) hosts the world’s leading Personal Trainers where results come first. Having been established for over a decade, we currently have 21 gyms across 4 different continents and have been described as the “Goldman Sachs, Real Madrid, and Apple of Personal Training”. We operate in a niche area within the health and fitness...

The Officer, Performance Data Analyst - Client Reporting unit is responsible for reviewing performance data daily across account, asset class and security level on daily and monthly basis. The incumbent is expected to work with Operations stakeholders to understand their booking process and work with technology stakeholders to resolve system...

**Firm Overview**: Cambridge Associates is a leading global investment firm. We work with endowments & foundations, pension plans, and ultra-high net worth private clients to build, implement and manage bespoke investment portfolios that generate outperformance so that they can maximize their impact on the world. Our goal is to meet clients wherever they are...

Overview Job Reference #BR Job Type Full Time Your role Are you incredibly organized with an eye for detail? Are you passionate about delivering best in class Client Experience? We're looking for a Client Reporting Specialist to: Offer sound advice to client advisors in relation to queries regarding portfolio performance and assets statements Be responsible...

Overview Job Reference #BR Job Type Full Time Your role Are you incredibly organized with an eye for detail? Are you passionate about delivering best in class Client Experience? We’re looking for a Client Reporting Specialist to: Offer sound advice to client advisors in relation to queries regarding portfolio performance and assets statements Be...

**Firm Overview**: **Position Overview**: The Client Reporting group is tasked with supporting the firm’s investment practice through the production of monthly and quarterly performance reports. The group offers three performance report products including total portfolio, hedge funds, and private investments - publishing approximately 17,000 reports...

Your role Are you incredibly organized with an eye for detail? Are you passionate about delivering best in class Client Experience? We're looking for a Client Reporting Specialist to: • Offer sound advice to client advisors in relation to queries regarding portfolio performance and assets statements • Be responsible for onboarding clients to UBS...