Client Reporting Consultant

This role focuses on managing with client reporting process by gathering, analyzing, and presenting data from multiple sources while ensuring compliance with regulatory standards. It requires expertise in asset management reporting, strong technical skills in Excel and reporting tools, and the ability to collaborate with investment teams and senior stakeholders to improve efficiency and accuracy in reporting operations.

Client Details

The company is a global asset management firm specializing in fixed income investment strategies for institutional investors. They offer a range of services, including portfolio management, credit research, and risk analysis, with a focus on municipal bonds, corporate credit, and structured products.

Description

• Oversee the client reporting process, ensuring accurate and timely delivery of monthly and quarterly reports by gathering and analyzing key financial data.
• Consolidate data from multiple internal and external sources to create comprehensive reports that meet regulatory standards and client expectations.
• Assess existing reporting systems and workflows, identifying areas for automation and process enhancements to improve efficiency and accuracy.
• Collaborate closely with internal teams, including investment, data, and technology groups, to facilitate seamless communication and ensure alignment on reporting objectives.
• Maintain and update documentation outlining reporting procedures and best practices to support knowledge sharing and process consistency across teams.
• Investigate and resolve reporting discrepancies, troubleshoot system errors, and respond to ad-hoc data requests with a proactive problem-solving approach.

Profile

- 5+ years of Client Reporting, Performance Reporting, or Investment Reporting experience

- Experience from a Buy side

- Bachelor's degree (Finance, Accounting, ETC)

- Experience with Fixed Income products is a MUST

- Strong communication and written skills

Job Offer

- Competitive compensation

- Health Benefits (Medical, Dental, Vision)

- Opportunity to gain experience with a reputable Investment Management firm

- Opportunity for long term employment

- Opportunity for growth

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.