PanAgora Asset Management · 5 hours ago
Sr. Reporting Associate
Boston, MA
Full-time
Onsite
Mid, Senior Level
$80K/yr - $105K/yr
3+ years expPanAgora Asset Management is a premier provider of investment solutions, and they are seeking a Senior Reporting Associate to join their Reporting Team. This role is responsible for producing, maintaining, and distributing reports for clients, ensuring accuracy and timely delivery while supporting the overall reporting infrastructure.
FinanceFinancial Services
Hiring Manager
Anne Kimball Nolen
Responsibilities
Produce and disseminate recurring and ad hoc client, consultant, and prospect-driven reporting deliverables. Meeting all internal and external deadlines for reporting, adhering to weekly, monthly, and quarterly schedules
Within a timely manner, publish all reports to the Client Reporting Portal and send email notifications to clients via the portal. For clients with specific deliverable requests, ensure that all requirements are met
Maintain report details in the Report Tracking System, including report type, deadlines and portal details within the Report Tracking system
Maintain reporting requirements within the Client Reporting Portal
Perform operational tasks and activities to support management of task list and client follow ups
Collaborate with and support other team members on new report creation and other projects
Become a subject matter expert on relevant client reporting tools and data applications
Maintain quality control, ensuring on-time delivery and report accuracy
Build and maintain a relationship with the reporting / material creation vendor and oversee updates to existing reports and creation of new reports
Generate regular deliverables for the Global Distribution Team, such as standard presentation books, and product factsheets
Complete ad hoc requests for pitchbooks, factsheets, and client review books (CRBs)
Coordinate client and consultant questionnaires with a focus on accuracy and timeliness, ensuring drafts are reviewed by the internal stakeholders before submitting them to compliance and delivering final responses by the deadlines
Work with subject matter experts to draft responses not available in RFP Library
Assist with data gathering and/or population of consultant and third party databases
Qualification
Required
Undergraduate degree in business, marketing, communications or finance preferred
3-5 years' experience at an asset management firm or relevant experience
Strong organizational and time management skills, ability to multi-task
Flexibility to handle changing priorities, pressure, and short deadlines
Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
Proven ability to work collaboratively within a team, while also excelling in independent tasks
Preferred
Experience with Report Creation Tools a plus (VisionFI / Assette / Seismic)
Company
PanAgora Asset Management
PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies.
51-200 employees
H1B Sponsorship
PanAgora Asset Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (1)
2023 (1)
2022 (5)
2021 (1)
Funding
Current Stage
Growth StageLeadership Team
Eric Hevering Sorensen
CEO
Recent News
2025-10-31
2025-08-14
2025-07-04
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