Manager, Client Reporting
Core
Oversee a team of analysts and associates to manage client reporting operations, performance data, and service delivery for investment portfolios.
Role type
Manager, Client Reporting
Builds
Client reporting deliverables and performance analytics for endowments, foundations, pension plans, and ultra-high net worth clients.
Domain
Investment Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Team management, workload assignment, operational oversight, process improvement, stakeholder communication, project management, hiring strategy, issue resolution
Preferred skills
Investments industry experience, performance reporting experience
Technologies
N/A
Responsibilities
Manage 15-20 analysts/associates, assign workloads based on competencies, oversee core reporting tasks and policy adherence, collaborate with department head and operations managers, lead training programs, resolve client and internal issues, participate in hiring, lead department-wide projects, foster high-engagement culture
Seniority
Manager, hands-on leadership