Institutional Client Reporting SME ONLY W2

New York City, NY - USA

Monthly Salary: Not Disclosed

Posted on: 15 days ago

Vacancies: 1 Vacancy

Job Summary

Title: Institutional Client Reporting SME

Location: New York City NY (4 Days Onsite Hybrid)

ONLY W2

Job Description:

The Institutional Client Reporting SME will lead the design modernization and implementation of reporting solutions for institutional client base. This role requires deep knowledge of institutional asset-management operations data flows performance measurement and client communication standards. The SME will partner with technology operations client service and compliance teams to deliver scalable insight-driven and regulatory-compliant reporting capabilities.

Qualifications

9 years in institutional client reporting performance analytics or investment operations within a global asset-management or consulting firm.
Proven track record of delivering reporting modernization or data-transformation projects.
Deep familiarity with multi-asset and alternative investment products.
Experience working with or integrating tools such as Aladdin SimCorp Eagle Markit EDM Power BI Tableau Arcadia Salesforce or Python-based reporting pipelines.
Bachelors or masters degree in finance Economics Computer Science Engineering or related field.
CFA CIPM or FRM certification is a strong plus.

Title: Institutional Client Reporting SME Location: New York City NY (4 Days Onsite Hybrid) ONLY W2 Job Description: The Institutional Client Reporting SME will lead the design modernization and implementation of reporting solutions for institutional client base. This role requires deep know...