<p>Our client, a well-known investment manager in Midtown, NY, is looking to add a Performance and Composite Analyst to their Portfolio Reporting Team! Responsibilities of this position include assisting with data retrieval and disclosure review for GIPS verification, calculating monthly GIPS composite dispersions, and reconciling any portfolio performance or accounting issues quickly and efficiently. The ideal candidate will come with 2-5 years' experience in Performance Reporting at an asset management firm, strong understanding of GIPS Composite analysis and reporting, and exceptional capabilities in Microsoft Excel. Previous working experience in Aladdin and/or Bloomberg is preferred.</p><p><br></p><p><u>Responsibilities Include</u>:</p><ul><li>Running consistent GIPS Composite analysis and performance reports, utilizing Microsoft Excel</li><li>Retrieving data and reviewing disclosure to support the firm's GIPS verification process</li><li>Calculating monthly GIPS composite dispersions</li></ul><p><br></p><p><u>Requirements</u>:</p><ul><li>3-5 years of GIPS Composite performance & analysis experience at a large asset management firm</li><li>Strong capabilities in Microsoft Excel, familiarity with Aladdin and/or Bloomberg is a plus</li><li>Excellent written and verbal communication skills</li></ul><p></p>

<h3>Job Description</h3><div>Job Description<div><p>AQMetrics is seeking an experienced Customer Success and Regulatory Reporting Analyst to support our customers’ global reporting obligations. Beyond regulatory filings, you’ll contribute to designing, developing, and supporting next-generation features for our core regulatory reporting product. This role is ideal for an expert in Funds and Regulatory Reporting with knowledge of existing and emerging regulations, looking to make an impact at a high-growth firm that’s changing the way investment managers stay compliant with global regulations.</p><p></p><p><strong>What You Will Do</strong></p><ul><li><strong>Documentation & Development:</strong> Assist in creating documentation, specifications, and enhancements for the AQMetrics risk and regulatory platform.</li><li><strong>Onboarding:</strong> Guide new customers onto the AQMetrics platform, managing data mapping, onboarding, and product training.</li><li><strong>Collaborative Demos:</strong> Work with sales, product, and technology teams to deliver tailored presentations and demonstrations showcasing our technology solutions.</li><li><strong>Regulatory Knowledge Base:</strong> Stay current on regulatory requirements to maintain and expand our regulatory reporting knowledge base.</li><li><strong>Report Preparation:</strong> Prepare and review customer regulatory reports, including AIFMD, Form PF, CPO-PQR, MiFID II.</li><li><strong>Market Research:</strong> Conduct research and analysis to identify targeted sales strategies in regulatory, risk, and compliance monitoring.</li><li><strong>Customer Service:</strong> Provide exceptional service by responding professionally to customer queries.</li><li><strong>Product Feedback:</strong> Collaborate with the product engineering team to ensure the AQMetrics solution continues to meet customer needs.</li><li><strong>Relationship Building:</strong> Establish strong relationships with key stakeholders, engage with external partners and vendors, and support pre-sales and customer onboarding processes.</li></ul><p><strong>Requirements</strong></p><ul><li>A degree in Business, Accounting, or a related field.</li><li>1-2 years of experience in asset management or financial technology.</li><li>Proven experience in conducting product demos and delivering presentations to showcase technology solutions in asset management.</li><li>Technical knowledge of fund accounting across multiple asset classes (equities, fixed income, FX, credit).</li><li>Understanding of OTC and/or listed derivatives.</li><li>Familiarity with regulatory risk and compliance software, including data mapping, workflows, and reporting.</li><li>Strong interpersonal skills and an ability to build relationships both internally and externally.</li></ul><p></p><p><strong>Benefits</strong></p><ul><li>The opportunity to be part of a fast-growing company</li><li>People-centric culture</li><li>Competitive salary</li><li>401(k) retirement plan</li><li>Upskilling opportunities</li><li>Employee Assistance Program</li><li>Flexible working arrangements</li><li>Active social club with events throughout the year</li></ul></div></div>

<h3>Job Description</h3><div>Job Description<div><div><p>Argo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness and opportunity. We're an innovative organization that's small enough to be agile and big enough to make a difference in our industry. </p><p>Our collaborative workplace is continuously evolving to ensure all employees feel: </p><ul><li>Comfortable bringing their whole selves to work. </li><li>Confident that they will be treated respectfully. </li><li>Recognized for their performance and provided with equal opportunities to succeed. </li></ul><p>At Argo, skill meets opportunity. If you're wired to raise your hand and ask, "Where can I help?", you'll thrive with us. </p></div><p>The individual in this role will be a member of the financial reporting group for a writer of property and casualty insurance and reinsurance. The team is highly visible, responsible for external and internal consolidated reporting, as well as directly participating in several finance projects and initiatives. Argo Group International Holdings, Inc. is a direct subsidiary of Brookfield Wealth Solutions Ltd.</p><p><strong>The role will work 5 days (onsite) in the New York City office.</strong></p><p><strong>DUTIES AND RESPONSIBILITIES: </strong></p><ul><li>Participate in the preparation of our group consolidated financial statements, including footnotes to the financial statements and other disclosures</li><li>Participate in the preparation and review of financial reports and filings with the Securities & Exchange Commission (SEC) and other regulatory bodies</li><li>Manage relationships between corporate finance management and various affiliate finance units</li><li>Lead, or participate as a member of, cross-functional teams for various corporate-level projects, including financial systems implementations, process improvement initiatives, and merger & acquisition finance integration and reporting</li><li>Participate in research and application of US GAAP and SEC regulatory requirements</li><li>Prepare or review annual subsidiary-level financial statements and related audit support</li><li>Assist with the preparation and review of internal and external audit requests</li><li>Participate in the preparation of reports and materials for distribution to executive management and the Board of Directors</li><li>Other reporting or relationship management responsibilities and projects, as needed </li></ul><p><strong>QUALIFICATIONS</strong></p><ul><li>Minimum of 2 years of experience with a public accounting firm, or 3-5 years of experience in the reporting unit of a publicly traded company </li><li>Bachelor's degree in Accounting or Finance from a four-year college or university (MBA or business master's degree a plus) </li><li>CPA or exam-eligible and actively pursuing CPA license </li><li>Strong understanding of US GAAP, SEC rules and regulations, and internal controls </li><li>Effective communication and relationship-building skills </li><li>Excellent analytical and problem-solving abilities, including compiling, analyzing, and validating large, disparate data files and reports in Excel </li><li>Humble, team-first oriented contributor </li><li>Resilient in the face of adversity, self-motivated, and comfortable working under the pressure of tight deadlines while managing competing priorities </li><li>Comfortable functioning in a group with high corporate visibility </li><li>Willingness to remain flexible and adapt to changes in a fast-paced, challenging, entrepreneurial environment </li><li>Ability to work independently and within a team setting </li><li>Possesses process improvement mindset </li><li>Insurance industry experience (preferred) </li><li>Experience with general <span class="long-word">ledger/consolidations</span> software such as Oracle suite, etc. (preferred)</li></ul><p></p><div><div><p>The base salary range provided below is for hires in those geographic areas only and will be commensurate with candidate experience. Pay ranges for candidates in other locations may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package.</p></div><div>New York City Pay Range:</div><div>$116,200—$138,300 USD</div></div><div><p><strong><em>PLEASE NOTE: At this time, Argo Group will not sponsor an applicant for employment authorization for this position.</em></strong></p><p>If you have a disability under the Americans with Disabilities Act or a similar law and you wish to discuss potential accommodations related to applying for employment at Argo Group, please contact our Benefits Department at 210-321-8400. </p><p><strong>To all recruitment agencies</strong>: Unless you have been requested to work on this position, or other positions with Argo Group, please do not forward any resumes to Argo Group employees. Argo Group is not responsible for any fees related to unsolicited resumes.</p><p></p><p>Argo Group International Holdings, Inc. ("Argo" or the "Company") is a wholly owned subsidiary of Brookfield Wealth Solutions, Ltd. ("BWS"), a New York and Toronto-listed public company. Argo, with over $8 billion of assets on its balance sheet, is a leading underwriter of specialty insurance products in the property and casualty (P&C) market, working with independent agents, wholesale brokers, and retail brokerage partners to deliver collaborative solutions for niche markets.</p><p>BWS is a leading wealth solutions provider, focused on securing the financial futures of individuals and institutions through a range of wealth protection and retirement services, and tailored capital solutions. BWS is backed by Brookfield Corporation, a leading global investment firm whose asset management business manages more than $1 trillion in assets as of September 30, 2024.</p><p>We are an Equal Opportunity Employer. We do not discriminate on the basis of age, ancestry, color, gender, gender expression, gender identity, genetic information, marital status, national origin or citizenship (including language use restrictions), denial of family and medical care leave, disability (mental and physical) , including HIV and AIDS, medical condition (including cancer and genetic characteristics), race, religious creed (including religious dress and grooming practices), sex (including pregnancy, child birth, breastfeeding, and medical conditions related to pregnancy, child birth or breastfeeding), sexual orientation, military or veteran status, or other status protected by laws or regulations in the locations where we operate. We do not tolerate discrimination or harassment based on any of these characteristics. </p><p>The collection of your personal information is subject to our HR Privacy Notice</p><p><strong>Our Benefits</strong></p><p>Developing our employees professionally and personally strengthens our organization.<br />Argo Group offers an attractive Total Rewards package that includes:</p><ul><li>A culture that recognizes performance and empowers employees to excel, offering competitive compensation and merit driven profit sharing.<br><br></li><li>Workplace policies that support employee well-being include flex time and floating holidays.<br><br></li><li>Comprehensive health, wellness, and financial planning options that employees can tailor to meet their personal and family needs. In addition to traditional health and wellness plans, benefits include dental, disability, life insurance, medical, and vision insurance, matching 401(k) retirement savings, generous paid time off (21 days of PTO, 11 paid company holidays, 3 floating holidays and a paid voluntary day), paid caregiver and parental leave, paid bereavement, jury duty/court appearances, and military (up to 14 days) leave, employee assistance program (EAP), and an array of voluntary benefits. <br><br></li><li>Argo Academy, a digital and instructor-led platform that offers continuous learning and professional development – Training<em> </em>magazine lists Argo among the Training "Top 125" Companies. Argo encourages career mobility and continuing education to pursue and maintain professional and industry designations, in addition to traditional university and higher education programs.<br><br></li><li>An inclusive culture that develops and sponsors diverse teams, encourages cross-functional engagement and collaboration, builds community through employee resource groups (ERGs), and provides an environment that welcomes ongoing dialogue, creative innovation, professional and personal development.<br><br></li><li>Active community outreach and volunteer programs.<br><br></li><li>A generous Employee Referral program that results in approximately 25% of all new hires annually.</li></ul></div></div></div>

The individual in this role will be a member of the financial reporting group for a writer of property and casualty insurance and reinsurance. The team is highly visible, responsible for external and internal consolidated reporting, as well as directly participating in several finance projects and initiatives. Argo Group International Holdings, Inc. is a direct subsidiary of Brookfield Wealth Solutions Ltd.
The role will work 5 days (onsite) in the New York City office.
DUTIES AND RESPONSIBILITIES:   Participate in the preparation of our group consolidated financial statements, including footnotes to the financial statements and other disclosures.
Participate in the preparation and review of financial reports and filings with the Securities & Exchange Commission (SEC) and other regulatory bodies.
Manage relationships between corporate finance management and various affiliate finance units.
Lead, or participate as a member of, cross-functional teams for various corporate-level projects, including financial systems implementations, process improvement initiatives, and merger & acquisition finance integration and reporting.
Participate in research and application of US GAAP and SEC regulatory requirements.
Prepare or review annual subsidiary-level financial statements and related audit support.
Assist with the preparation and review of internal and external audit requests.
Participate in the preparation of reports and materials for distribution to executive management and the Board of Directors.
Other reporting or relationship management responsibilities and projects, as needed.
QUALIFICATIONS   Minimum of 2 years of experience with a public accounting firm, or 3-5 years of experience in the reporting unit of a publicly traded company.
Bachelor’s degree in Accounting or Finance from a four-year college or university (MBA or business master’s degree a plus).
CPA or exam-eligible and actively pursuing CPA license.
Strong understanding of US GAAP, SEC rules and regulations, and internal controls.
Effective communication and relationship-building skills.
Excellent analytical and problem-solving abilities, including compiling, analyzing, and validating large, disparate data files and reports in Excel.
Humble, team-first oriented contributor.
Resilient in the face of adversity, self-motivated, and comfortable working under the pressure of tight deadlines while managing competing priorities.
Comfortable functioning in a group with high corporate visibility.
Willingness to remain flexible and adapt to changes in a fast-paced, challenging, entrepreneurial environment.
Ability to work independently and within a team setting.
Possesses a process improvement mindset.
Insurance industry experience (preferred).
Experience with general ledger/consolidations software such as Oracle suite, etc. (preferred).

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<h3>Job Description</h3><div>Job Description<div><p><strong>POSITION: </strong>Financial Reporting Analyst </p><p><strong>LOCATION:</strong> New York, NY</p><p><strong>COMPENSATION:</strong> Base salary up to <strong>$90K, </strong>plus generous bonus; Exempt; Paid Time Off; 401K; Medical, Dental and Vision benefits, generous vacation and sick/personal days, paid holidays, 401K, and more!</p><p><strong>KEY RESPONSIBILITIES: </strong></p><ul><li>Responsible for preparing and maintaining weekly, monthly, quarterly and annual reporting tasks</li><li>Update and maintain shared data sources and files</li><li>Investigate and assist department heads and budgeters across the Firm with discrepancies</li><li>Develop a thorough grasp of the data presented, including where the data originates and whether the information is accurate</li><li>Maximize financial reporting quality by developing and implementing process improvements in reporting and budgeting operations</li><li>Present financial data for internal and external stakeholder reporting</li><li>Partner with external departments and executive management team and administrative departments on ad hoc projects, query, business intelligence and data management</li><li>Provide budgeting, forecasting, variance analysis, and financial report design, production, and distribution advice, project management, training, and support across the Firm</li></ul><p><strong>REQUIREMENTS:</strong></p><ul><li>Bachelor's degree in Accounting, Finance, Mathematics or related field</li><li>1-3 years of <span class="long-word">accounting/financial</span> reporting, modeling or analysis experience; law firm experience is a HUGE plus</li><li>Strong financial acumen and understanding of budgeting, accounting and systems</li><li>Familiarity with the following systems: Oracle-Hyperion Smartview/Essbase, Financial Reporting Studio, Aderant, MS Office (Excel, Powerpoint, Outlook)</li><li>Strong analytical & communications skills, both written and verbal</li><li>Ability to prioritize competing demands under tight deadlines</li><li>Ability to maintain confidentiality</li><li>Willingness to work overtime when necessary</li></ul></div>Company Description<div>Experience and commitment is rewarded! Dynamic team focused on professional development and career support.</div></div><h3>Company Description</h3><div>Experience and commitment is rewarded! Dynamic team focused on professional development and career support.</div>

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Reporting Analyst Jobs in New York, NY

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