Associate, Reporting

This role is responsible for preparing critical client meeting materials, building customized presentations, and sourcing data for in-house research and analysis. The Associate will partner with advisors and planners to understand the needs of the client and build presentations to articulate investment and planning solutions. The role provides opportunity for growth within the firm over time.

What you'll be doing:

• Maintain, update and design all client reporting materials for the firm.
• Develop customized portfolio analysis for clients and prospects utilizing software including Morningstar Direct, Bloomberg, Hidden Levers, and other internal portfolio accounting and trading systems.
• Take proactive ownership of deliverables. Ensure integrity of Bartlett brand, message, and client data in all presentation materials and client review pages. 
• Support the development of economic and market analysis for the Strategic...

PLUS Communications is a full-service communications firm based in Arlington, Virginia. PLUS Communications leads award-winning campaigns integrating public affairs, corporate communications, digital, advertising and media buying. PLUS means more! We are seeking a creative and hard-working Associate to join our fast-growing digital practice to help top-tier advocacy campaigns and organizations win, every day.

Your day in this position may include: 

• Creating reporting systems to track spend pacing and campaign performance across all digital advertising platforms. Leveraging reporting dashboards and other visualizations to monitor performance throughout the day and provide routine updates to the broader digital advertising team for optimization.
• Developing client-facing reporting dashboards in Datorama to update internal and external stakeholders on spend pacing, audience saturation and KPI performance. Summarizing key learnings...

PLUS Communications is a full-service communications firm based in Arlington, Virginia. PLUS Communications leads award-winning campaigns integrating public affairs, corporate communications, digital, advertising and media buying. PLUS means more! We are seeking a creative and hard-working Associate to join our fast-growing digital practice to help top-tier advocacy campaigns and organizations win, every day.

Your day in this position may include: 

• Creating reporting systems to track spend pacing and campaign performance across all digital advertising platforms. Leveraging reporting dashboards and other visualizations to monitor performance throughout the day and provide routine updates to the broader digital advertising team for optimization.
• Developing client-facing reporting dashboards in Datorama to update internal and external stakeholders on spend pacing, audience saturation and KPI performance. Summarizing key learnings...

SUMMARY:

We are looking for a highly motivated professional eager to grow in our Finance team.  The Finance, Analysis and Reporting Associate will work closely with asset management, investor relations, accounting, acquisitions, and development to monitor the investment performance of HCP’s portfolio.

RESPONSIBILITIES:

•  Monitor and evaluate portfolio performance against internal benchmarks

•  Prepare monthly debt reports

•  Assist with hedging purchase and tracking

•  Update valuation and fund models

•  Prepare return metrics for Investor Reports

•  Manage the asset database consisting of all active and sold deals

•  Handle and respond to investor requests

•  Reforecast projected returns and qualitative analytics

•  Collaborate with team members to identify and resolve portfolio issues and discrepancies

•  Support ad-hoc...