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Client Reporting Associate at Putnam

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Updated: August 26, 2017
Location: Boston, MA
Job Function: Shared Services

Posting Description

The Client Reporting Team is responsible for producing client and sales materials in support of all business channels including U.S. Retail, Defined Contributions, Offshore and Global Institutional.  Putnam strives to have the most competitive client and sales materials in our industry and we believe the materials we produce are key component of our clients’ experience.

The Client Reporting Associate will provide statistical reporting, analysis, and materials across all asset classes in Putnam (i.e. Domestic Equity, International Equity, and Fixed Income) and business channels (Retail, Institutional, International).  The Client Reporting Associate will consult with multiple internal teams to determine relevant data for the analysis and reporting.   They will also work closely with the Product Team, Investment teams and Information Services to provide critical information, performance characteristics, and analysis to support the Putnam sales, marketing and client service efforts. 

A background in performance, attribution, portfolio accounting or client service is preferred.  Demonstrated quantitative and analytical skills including knowledge of the investment industry as it relates to investment performance, characteristics and attribution required. A Bachelor's degree and at least one to two years of relevant experience is required. Pursuit of CFA certification desirable.

At Putnam we are committed to a diverse workforce and take positive steps to ensure equal opportunity in our recruitment process. We also undertake to hire, develop and retain the most talented individuals by valuing the varied skills that you bring.