Client Reporting Analyst

You Will Be Responsible For :

• Preparing and reviewing monthly, quarterly, and annual client reports, ensuring accuracy and compliance with client requirements.
• Analyzing investment performance data, portfolio holdings, and market trends to provide insightful commentary.
• Collaborating with portfolio managers, compliance teams, and data analysts to gather and validate data.
• Managing and improving reporting processes, including automation and standardization where possible.
• Assisting in the development of customized reports for high-profile clients.
• Supporting the implementation of new reporting tools and systems to enhance efficiency and accuracy.
• Responding to client queries related to reports, performance metrics, and data discrepancies.
• Ensuring compliance with regulatory requirements and internal controls related to client reporting.

The Experience You Bring :

Skills Required

Power Bi, Accounting, Tableau