Asset Management Operations - Client Reporting Associate

About the role

The Asset Management Client Reporting team delivers centralized reporting services across the division, supporting the reporting life cycle for institutional, fund, alternative and retail businesses. The role offers exposure to global partners across Sales, Client Relationship Management, Portfolio Management, Technology, Legal and Compliance.

Key responsibilities

• Prepare accurate, timely client reports and fund materials.
• Validate data quality and maintain a controlled reporting environment.
• Manage channel and product-specific fund or client materials.
• Identify control enhancements, efficiencies and automation opportunities.
• Partner with Product, Sales, Technology, Compliance and other stakeholders.
• Execute independent projects that improve scalability and client experience.
• Communicate issues, risks, requirements and outcomes clearly.

Required profile

• Bachelor's degree.
• Strong written, verbal, interpersonal, analytical and logical skills.
• High attention to detail and financial risk awareness.
• Ability to work in a fast-paced environment and meet multiple deadlines.
• Forward-thinking approach, collaborative and team-oriented.

Required skills

• Proficiency in Microsoft Excel and PowerPoint.
• Preferred: asset management or financial services knowledge, client reporting experience.
• Helpful: experience with vendor tools such as Alteryx, Tableau, Qlik, NPrinting, Seismic or SmartDX.
• Helpful: understanding of AI tools in operational workflows, data analysis, report templating and user acceptance testing.