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Tier-1 brand, generic analyst title, metro location, and broad BI/automation skills increase candidate competition.
High—role requires domain-specific knowledge of institutional asset management reporting and regulatory/compliance familiarity.
Moderate filters from required finance reporting skills, advanced Excel and BI tools but no explicit years stated.
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Produce and deliver institutional client reports within contractual deadlines ensuring high quality and accuracy.
Maintain and manage reporting databases, validate data from multiple sources, and resolve discrepancies.
Collaborate with global teams to support reporting process improvements and contribute to automation initiatives.
Degree in Finance, Business, Economics, Information Technology, Management, or related field.
Experience in client reporting, financial reporting, data analysis, automation, or process improvement.
Advanced Microsoft Excel skills and proficiency with Microsoft Office applications.
Work Experience Required: Experience in institutional or financial reporting environments; explicit duration not mentioned.
Experience working in international or multicultural teams with strong ownership and accountability for deliverables.
Technical proficiency with reporting, automation, or business intelligence tools such as Power BI, Power Automate, Alteryx, SQL, VBA, or Python.
Ability to manage competing priorities and deadlines while maintaining high attention to detail and accuracy.