Summary

The client reporting analyst will deliver accurate, timely reports and data insights for institutional clients and consultants within an asset management business. The role combines reporting operations, client interaction, process control, regulatory awareness, and workflow management.

Responsibilities

• Collate client and consultant data accurately
• Deliver quarterly investment and audit reports
• Manage ad hoc client data requests
• Document processes, controls, and procedures
• Maintain control and error logs
• Share knowledge and cross-train colleagues
• Improve reporting workflows and operational controls