Conning is a leading global investment management firm with a long history of serving the insurance industry.
We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.
Position Summary
Responsible for the production of timely and accurate reports/presentations for Conning’s asset management clients and their consultants. Compiles reports and documents from several different sources, including commentary from Portfolio Managers, which is then proofread and analyzed for accuracy. Consult with Portfolio Managers, client service analysts, performance analysts and accountants, in order deliver accurate and timely reports on a monthly and quarterly time period.
This position requires a strong command of Microsoft Excel and PowerPoint, as well as proven skills in grammar, proofreading and editing, in addition to an sharp eye for detail and accuracy. The ideal candidate must be independent and be able to manage several tasks simultaneously in a deadline-driven environment. In addition, this position requires excellent communication skills in order to collaborate with peers and senior management.
Responsibilities
- Production of timely and accurate client reports/presentations on a monthly and quarterly time period
- Compile reports and documents from several different sources, including commentary from managers, which is proofread and analyzed for accuracy between the various sources.
- Consult with Portfolio Managers, client service analysts, performance analysts and accountants, in order deliver accurate and timely reports on a monthly and quarterly time period.
- Work to help streamline the reporting process inside the portfolio management department, as well as with IT team members.
Requirements
- New college graduates up to 5 years of relevant experience
- Bachelor’s degree in Economics, Finance or Business Management, or equivalent relevant reporting experience
- Intermediate/Advanced Excel skills strongly desired (VLOOKUP/Formulas/linking/macros)
- Intermediate PowerPoint skills strongly desired
- Proven ability to proofread, edit and to utilize proper grammar
- Strong analytical skills. Detail-oriented and accuracy-conscientious
- Ability to independently complete research and work with peers within strict time deadlines
- Excellent communication skills and ability to collaborate with peers and senior management.
Conning is an equal opportunity employer. Our company embraces the principles of inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them.
If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.
