Client Reporting Analyst
On-site
Core
Produce, automate, and review client, fund, and regulatory reports for UK and US clients using data tools.
Role type
Client Reporting Analyst
Builds
Client, fund, and regulatory reports
Domain
Asset Management / Financial Services
Deliverable
dashboards & analysis
Required skills
SQL, Snowflake, Power Query, Excel, data analysis, data validation, stakeholder management
Preferred skills
Clearwater Prism, Aladdin, asset management industry knowledge
Responsibilities
Produce accurate and timely client, fund, and regulatory reporting; automate data extraction, transformation, and validation; perform data quality assurance; support client onboarding and new reporting requirements; investigate and resolve reporting issues.
Seniority
Mid-level, hands-on IC
