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Location
New York, NY, United States
Posted
June 17, 2026

Job Description

**Team Overview:**

ยท 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

ยท Maintain the internal client fee database and execute ongoing fee monitoring and controls, escalating issues and trends as needed

ยท Prepare coverage materials for internal forums (business reviews, town halls, leadership updates) and provide client platform statistics for broader firm reporting

ยท 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

ยท Conduct financial and strategic analysis in order to develop fact-based insights and recommendations for the Global Institutional distribution strategy ...