Senior Associate - Client Services

Seeking a Senior Associate to join the Client Service team with a strong emphasis on reporting and operational excellence. This role is central to delivering a seamless client experience by managing end-to-end reporting processes and supporting client operational needs. You will act as a key liaison between clients and internal teams, ensuring timely, accurate, and customized reporting while coordinating capital activity and addressing client inquiries.

Client Details

Investment firm in NYC

Description

• Serve as the primary point of contact for client reporting and operational requests.
• Prepare and deliver recurring and ad hoc reports, including:
  • Performance reports (quarterly, annual)
  • Capital activity reports (capital calls, distributions)
  • Custom investor reporting packages
• Coordinate with internal teams (Client Service Reporting, Investment Accounting, Risk & Compliance) to ensure accuracy and timeliness of all client deliverables.
• Manage client inquiries related to transactions, account activity, and reporting requirements.
• Maintain and update client data in Salesforce; ensure reporting workflows are properly documented and auditable.
• Identify process improvement opportunities to enhance reporting efficiency and client satisfaction.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

Profile

Experience:

• 8+ years in financial services or asset management, with a focus on client service and reporting.
• Direct experience in a client-facing role and strong understanding of institutional investor needs.
• Exposure to private markets (infrastructure, private equity, or similar) preferred.

Technical Skills:

• Advanced proficiency in Salesforce (required).
• Strong Excel and Power BI skills for data analysis and reporting.
• Ability to interpret and communicate technical financial and investment content clearly.

Knowledge:

• Familiarity with capital activity processes (capital calls, distributions).
• Understanding of global regulatory requirements and reporting standards.

Job Offer

• Hybrid working environment
• Comprehensive benefits package to support your well-being.
• A collaborative and supportive work environment in the heart of New York.

If you are ready to take the next step in your career and thrive in a challenging yet rewarding financial services role, we encourage you to apply today!

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.