Sr. Specialist, Client Reporting
Core
Organize and gather reporting collateral, oversee production, and ensure quality and timeliness of scheduled client reports and pitchbooks for investment portfolios.
Role type
Senior Specialist, Client Reporting (Asset Management)
Builds
Proprietary branded reports (Investment Reports, Factsheets, Quarterly Reviews, Pitchbooks), custom reports, due diligence, and regulatory reporting.
Domain
Asset Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
process improvement, reporting system maintenance, workload management, technical expertise in product and investment offerings
Preferred skills
data sourcing and validation from enterprise investment management systems, project management, stakeholder relationship management
Technologies
enterprise investment management systems
Responsibilities
Identify process enhancements to improve client service and operational efficiency; Support maintenance of reporting systems used by clients; Ensure workload delivery meets client timeframes and compliance requirements; Develop technical expertise to act as a high-level resource to clients
Seniority
Senior, hands-on IC