Associate / Senior Associate – AUM Reporting

New Yorkonsitesenior$110K – $130K

Posted 1w ago · via Workday

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About this role

The AUM Reporting Associate will play a key role within the Finance organization, contributing to the firm’s end‑to‑end AUM, flows, and run‑rate revenue reporting. This role supports a broad set of internal stakeholders—including Senior Management, Investment, Client Coverage, Marketing, RFP, and Legal & Compliance teams—by delivering accurate, timely, and consistent data that underpins critical business decisions. The Senior Associate is expected to bring a tech‑enabled and AI‑aware mindset, actively seeking opportunities to enhance reporting processes, improve data quality, and streamline workflows through automation and modern analytical tools.…

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What we'd score you on

reqspace match rubric

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Skills match

For this role: less, tableau, teams

Level fit

This role is senior-level. We check your trajectory against it.

Domain experience

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Recency

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Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

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Skills in this role

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