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Mid-level client reporting role in metro at a known asset manager, attracting many similarly qualified applicants.
Role requires asset management reporting and fund knowledge, limiting cross-industry transferability.
Explicit 4–6 years and domain-specific client/fund reporting experience required, tightening candidate filters.
Review and validate client reporting deliverables for accuracy, completeness, and timely adherence to standards before release.
Manage issue identification, root cause analysis, and corrective actions by coordinating across multiple global teams and stakeholders.
Support process documentation, testing for system/report changes, and continuous improvement initiatives to enhance reporting quality and efficiency.
Work Experience Required: Approximately 4 to 6 years in financial services, investment operations, client or fund reporting, or related reporting control environments.
Preferred Bachelor’s or Master’s degree in Commerce, Finance, Accounting, Business Administration, International Business, or related discipline.
Strong knowledge of client reporting, fund reporting, investment products, financial markets, and asset management operations.
Proficiency with reporting platforms, workflow tools, Microsoft Excel, PowerPoint, and relevant data management/reporting systems.
Experienced in reviewing client reports, factsheets, marketing collateral, and periodic reporting deliverables with high attention to detail.
Skilled in coordinating cross-functional stakeholder communication including Production, Compliance, Technology, and regional teams in a global setup.
Capable of independently managing operational risk controls, root cause analysis, and supporting process improvements within asset management or investment firms.