Job Description
**Team Overview:**
· Own recurring and ad hoc reporting for the Global Institutional client coverage platform (pipeline, activity, territory coverage), delivering accurate, on-time reports/dashboards and insights for senior leadership and the coverage organization
· Maintain the internal client fee database and execute ongoing fee monitoring and controls, escalating issues and trends as needed
· Prepare coverage materials for internal forums (business reviews, town halls, leadership updates) and provide client platform statistics for broader firm reporting
· Partner with key internal partners such as Client Advisors/Associates, Finance and sales data management to ensure client, activity, and sales attribution data is accurate and consistent across official reporting and firmwide materials
· Conduct financial and strategic analysis in order to develop fact-based insights and recommendations for the Global Institutional distribution strategy ...
· Own recurring and ad hoc reporting for the Global Institutional client coverage platform (pipeline, activity, territory coverage), delivering accurate, on-time reports/dashboards and insights for senior leadership and the coverage organization
· Maintain the internal client fee database and execute ongoing fee monitoring and controls, escalating issues and trends as needed
· Prepare coverage materials for internal forums (business reviews, town halls, leadership updates) and provide client platform statistics for broader firm reporting
· Partner with key internal partners such as Client Advisors/Associates, Finance and sales data management to ensure client, activity, and sales attribution data is accurate and consistent across official reporting and firmwide materials
· Conduct financial and strategic analysis in order to develop fact-based insights and recommendations for the Global Institutional distribution strategy ...