Client Performance Reporting Managment

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...

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...

**Main Responsibilities**: **Subject Matter Expert / Design & Solutions** - Conduct detailed performance analysis of HVAC systems to identify inefficiencies and areas for improvement. - Develop and implement energy simulation techniques to evaluate system performance. - Perform energy audits and assess compliance with energy standards and regulations. -...

Our client, a **financial services firm**, is on the lookout for a **Performance Analyst**who loves numbers, thrives on accuracy, and is excited to make an impact. This isn’t just about crunching performance data - it’s about **owning the story behind the numbers**. You’ll be the go-to person for Portfolio Managers, Client Groups, and Senior...

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...

Our client, a financial services client, is on the lookout for a Performance Analyst who loves numbers, thrives on accuracy, and is excited to make an impact.This isn't just about crunching performance data – it's about owning the story behind the numbers. You'll be the go-to person for Portfolio Managers, Client Groups, and Senior Management, making sure...

**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...

**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...

Firm Overview: Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range...