Senior Client Reporting Associate - On-site, Atlanta.
Senior Client Reporting Associate - On-site, Atlanta.
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Job Description
Client Reporting Associate Opportunity to work in a top Investments Firm.
Location: Atlanta Area: Client and Business Insights Employment: Fulltime Onsite
Important: only candidates from Atlanta or nearby will be accepted. The recruitment process involves presential interview with the client at their office.
Company Overview
The company looking for this profile is an awardwinning employeeowned asset management firm headquartered in Atlanta. We manage over $30 billion in equities and fixed income assets for a diverse client base including corporate pension plans state and municipal retirement systems foundations endowments and highnetworth individuals. Our collaborative and fastpaced culture values highcaliber talent innovative thinking and a passion for learning.
Role Overview
As the Client Reporting Associate you will own the endtoend production of monthly quarterly and annual institutional reports and help design the data pipelines models and dashboards that power them. Your work will ensure our clients receive timely accurate insight while the firms reporting infrastructure becomes faster smarter and more scalable.
Key Responsibilities
- Client Reporting
- Data Validation & Quality Assurance
- Template Design & Presentation
- Manage the full reporting calendar: monthly quarterly and annual for clients and consultants.
- Prepare proof and deliver account performance summaries attribution and commentary.
- Coordinate signoffs from Product Management Compliance and other teams to ensure accuracy and brand consistency.
- Reconcile positions performance and risk data; investigate and resolve discrepancies.
- Maintain reporting databases and reference tables ensuring singlesourceoftruth alignment across teams.
- Enhance report layouts visuals and narrative sections to strengthen client engagement.
- Ensure all materials follow corporate branding and regulatory standards.
- Process Improvement & Documentation
- CrossFunctional Collaboration
- Compliance & Governance
- Identify workflow bottlenecks and implement solutions to reduce cycle time and error rates.
- Document data flows procedures and best practices for knowledge sharing and continuity.
- Work with Product Management Investment Technology and Compliance teams to gather data requirements and fulfill custom reporting requests.
- Act as project manager for clientspecific initiatives that require coordinated data or presentation updates.
- Enforce datagovernance and security protocols ensuring all reports meet regulatory and audit requirements.
- Support internal and external audits by providing data documentation and explanations as needed.
Qualifications and Skills
- Education: Bachelors degree.
- Experience: 3 5 years in serviceoriented operations with heavy clientreporting responsibilities (asset management or financial services experience a plus).
- Reporting Tools: Power BI Excel Word PowerPoint and Adobe PDF
- Data Platforms: Experience with FactSet FIS or Bloomberg is a plus
- Automation & Technical Skills: Basic SQL and Python for data pulls and validations; experience with BI tools (PowerBI Tableau) a plus.
- Organization & Detail: Superior attention to detail and ability to meet tight deadlines across multiple reporting cycles.
- Communication Skills: Clear concise verbal and written skills; effective collaboration abilities across functional teams and stakeholders.
- Regulatory Awareness: Understanding of financial regulations and reporting standards.
Employment Type
Full Time
