Associate Manager - Client Reporting
Core
Lead client reporting and portfolio performance analysis operations, ensuring accurate, complete, and timely delivery of reports across daily, weekly, monthly, and quarterly cycles.
Role type
Senior IC Associate Manager (Client Reporting & Operations)
Builds
Client and performance reporting outputs, operational controls, and team capacity
Domain
Asset Management / Investment Operations
Required skills
Team leadership and mentorship, SLA management, process improvement, regulatory compliance, data flow analysis, stakeholder collaboration
Preferred skills
Experience with front-to-back data flows, root cause analysis, resource planning
Technologies
Microsoft Excel, PowerPoint, Word, Microsoft Teams, Power BI, Eagle, Factset, JIRA, SharePoint
Responsibilities
Plan and coordinate daily/weekly/monthly/quarterly reporting production; Mentor, develop, and motivate team members; Build positive relationships with head office and boutique collaborators; Contribute to planning and operating model improvements; Apply operational and regulatory procedures; Chart front-to-back data flows and collaborate with IT
Seniority
Senior, hands-on IC with people management
