Client Reporting

This role will work closely with Enterprise Business Service Leadership and seamlessly partner with existing reporting and client service teams. The ideal candidate will be instrumental in defining and implementing changes, as well as establishing integration points with other support teams, streamlining processes and driving efficiency across the board.

Client Details

Founded in 1938, our client has grown steadily over the years through rapidly changing market environments. they became a registered investment advisor in 1969, and have expanded their services over time and now offer products across U.S. and international markets. They currently manage approximately $139 billion in assets for institutional investors and other entities across the globe.

Description

• Contribute significantly to the monthly and quarterly client reporting cycle, supporting all stages-from data collection and validation to the production and timely delivery of final reports.
• Aggregate and synthesize data from multiple sources to produce accurate, client-ready reporting packages, ensuring compliance with regulatory standards and alignment with client expectations.
• Assess and enhance the current reporting infrastructure, identifying opportunities for process improvement, automation, and efficiency gains in line with firm objectives and industry best practices.
• Promote cross-functional collaboration by engaging effectively with teams across Enterprise Business Services, Data, Investments, and Technology to support seamless reporting operations.
• Create and maintain comprehensive documentation detailing current reporting workflows and procedures, supporting process consistency and effective knowledge transfer.
• Investigate and resolve reporting discrepancies, responding to ad-hoc reporting requests with a proactive, problem-solving mindset.

Profile

• Over 7 years of recent experience in Buy Side Asset Management reporting or a closely related function, with a deep understanding of Fixed Income portfolios and critical performance and attribution metrics.
• Proven ability to gather and consolidate data from multiple sources, producing accurate, timely, and detailed client reporting packages tailored to institutional standards.
• Highly proficient in reporting tools and technologies, with advanced skills in Microsoft Excel, Access, and PowerPoint, enabling efficient data analysis, automation, and professional presentation of results.
• Strong interpersonal and communication skills, with demonstrated success in directly engaging with clients, investment professionals, and senior leadership, translating complex data into clear, actionable insights.
• Collaborative team player with a proactive, self-motivated approach, fostering open communication and driving collective success across functions.
• Exceptionally organized and detail-focused, able to effectively manage competing priorities, meet deadlines, and solve problems independently under pressure.

Job Offer

• Competitive hourly rate!
• Amazing medical and dental benefits starting day 1 of employment!
• Ability to work on a hybrid work schedule model.

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.