Sr. Associate, Investment Firm

Description
We are looking for a Sr. Associate to join a financial services organization in Stamford, Connecticut. In this role, you will help maintain high-quality investment and product data, support reporting needs across multiple teams, and contribute to the accuracy of materials used internally and externally. This position is well suited for someone who enjoys working with complex datasets, values precision, and can balance recurring responsibilities with time-sensitive requests.


Responsibilities:

• Maintain and enhance investment-related databases and supporting workflows to improve data quality, consistency, and usability.

• Review, calculate, and update product, portfolio, and market data such as performance results, asset levels, cash flows, fees, holdings, and other key characteristics.

• Prepare and distribute recurring reports and data files that provide daily, monthly, and quarterly product information to stakeholders.