Client Report jobs in Florida

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CLIENT REPORTING PROGRAM MANAGER - ARLINGTON, UNITED STATES - FISHER INVESTMENTS

Identify and execute Client Reporting strategies to create Client Reports on a quarterly and ad hoc basis. Proactively assist with our Portfolio Management technology platform migration. Work within the SS&C Global Wealth Platform...

CompanyFisher Investments
AddressUnited States
CategoryAccounting/Finance
Date Posted 3 weeks ago See detail

Client Reporting Program Manager - Arlington, United States - Fisher Investments

Fisher Investments

United States

Identify and execute Client Reporting strategies to create Client Reports on a quarterly and ad hoc basis. Proactively assist with our Portfolio Management technology platform migration. Work within the SS&C Global Wealth Platform...

Supervisor, Client Reporting + Analytics

Assistrx

Florida, United States

$72.6K - $91.9K a year

Supervise and support a team of Data Insight Analysts, providing guidance, mentorship, and performance feedback to ensure high-quality deliverables and professional growth. Collaborate closely with the Manager, Client Reporting +...