Client Solutions Associate

Position Overview

Apollo Insurance Solutions Group seeks a Client Solutions Associate. This is an exciting opportunity for a business associate or project associate with financial industry experience to work in a fast-paced environment that provides significant opportunity for learning and growth. The Client Solutions Associate plays a crucial role in supporting business enterprise and client service within the Client Solutions team. This position is responsible for engaging with internal and external stakeholders, ensuring high-quality client service through a structured service delivery framework, and delivering accurate and timely investment reports. The ideal candidate possesses strong analytical skills and a client-centric mindset to enhance the client experience and reporting delivery processes.

Specific responsibilities are likely to expand significantly over time and include the following.

Primary Responsibilities:

Investment Reporting & Analysis

• Prepare and maintain investment reports for internal and external clients, ensuring accuracy and timeliness.
• Analyze investment data within reports, proactively addressing discrepancies and root causes.
• Perform ad hoc, daily, and monthly reconciliations and variance analysis for client investment portfolios.
• Research and resolve reporting issues while continuously improving reporting processes.
• Develop and refine customized reporting packages that meet client and business requirements.

Client Service & Relationship Management

• Act as a key point of contact for internal and external client inquiries related to client reporting or account administration and ensure timely issue resolution.
• Engage with clients, Relationship Management, and ISG Operational teams to enhance service efficiency.
• Maintain and strengthen relationships with clients by ensuring clear communication, with the ability to articulate complex financial concepts in a clear and professional manner.
• Document and refine procedures to improve consistency and regulatory compliance in reporting and client interactions.
• Work directly with the internal stakeholders to complete new report requests. Follows through with stakeholders to ensure that their reporting needs were met by addressing all client requirements.
• Effectively collaborates and communicates with other internal team members to meet client deadlines.

Process Improvement & Cross-Functional Collaboration

• Collaborate with internal teams to resolve reporting enhancement requests and maintain data integrity.
• Support process optimization efforts by identifying and implementing efficiency improvements.
• Participate in special projects that enhance the Client Solutions team’s reporting and service capabilities.
• Represent the Client Solutions team’s needs in cross-functional initiatives and system enhancements.

Qualifications & Experience

• Bachelor’s degree in Accounting, Finance, Data Analytics, Engineering, and/or Economics
• 3+ years’ experience in an accounting or Investment Management or Insurance Reporting function
• Demonstrated process orientation and problem-solving skills
• A strong detailed orientation and work ethic  
• Ability to work effectively on cross functional teams/projects  
• Be organized and consistently follow key controls, procedures, and checklists that are part of the report generation process
• Confidence in ability to assess and respond quickly and adapt to a fast paced, evolving environment
• Excellent oral and written communication skills, and comfortable independently interacting with all levels of staff
• Advanced Excel skills preferred
• Knowledge of Fixed Income, Structured Products, Private Transactions, Derivatives, Mortgage Loans, Investment Operations processes, or project management experience is a plus

Pay Range

Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.

The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.

The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.