Client Reporting Associate

Location: Atlanta | Area: Client and Business Insights | Employment: Full-time, On-site

Company Overview
The company looking for this profile is an award-winning, employee-owned asset management firm headquartered in Atlanta. We manage over $30 billion in equities and fixed income assets for a diverse client base, including corporate pension plans, state and municipal retirement systems, foundations, endowments, and high-net-worth individuals. Our collaborative and fast-paced culture values high-caliber talent, innovative thinking, and a passion for learning.

Role Overview
As the Client Reporting Associate, you will own the end‑to‑end production of monthly, quarterly, and annual institutional reports and help design the data pipelines, models, and dashboards that power them. Your work will ensure our clients receive timely, accurate insight while the firm’s reporting infrastructure becomes faster, smarter, and more scalable.

Key Responsibilities

1. Client Reporting
2. Data Validation & Quality Assurance
3. Template Design & Presentation

• Manage the full reporting calendar: monthly, quarterly, and annual for clients and consultants.
• Prepare, proof, and deliver account performance summaries, attribution, and commentary.
• Coordinate sign‑offs from Product Management, Compliance, and other teams to ensure accuracy and brand consistency.

• Reconcile positions, performance, and risk data; investigate and resolve discrepancies.
• Maintain reporting databases and reference tables, ensuring single‑source‑of‑truth alignment across teams.

• Enhance report layouts, visuals, and narrative sections to strengthen client engagement.
• Ensure all materials follow corporate branding and regulatory standards.

1. Process Improvement & Documentation
2. Cross‑Functional Collaboration
3. Compliance & Governance

• Identify workflow bottlenecks and implement solutions to reduce cycle time and error rates.
• Document data flows, procedures, and best practices for knowledge sharing and continuity.

• Work with Product Management, Investment, Technology and Compliance teams to gather data requirements and fulfill custom reporting requests.
• Act as project manager for client‑specific initiatives that require coordinated data or presentation updates.

• Enforce data‑governance and security protocols, ensuring all reports meet regulatory and audit requirements.
• Support internal and external audits by providing data, documentation, and explanations as needed.

Qualifications and Skills

• Education: Bachelor’s degree.
• Experience: 3 - 5 years in service-oriented operations with heavy client‑reporting responsibilities (asset management or financial services experience a plus).
• Reporting Tools: Power BI, Excel, Word, PowerPoint, and Adobe PDF
• Data Platforms: Experience with FactSet, FIS, or Bloomberg is a plus
• Automation & Technical Skills: Basic SQL and Python for data pulls and validations; experience with BI tools (Power BI, Tableau) a plus.
• Organization & Detail: Superior attention to detail and ability to meet tight deadlines across multiple reporting cycles.
• Communication Skills: Clear, concise verbal and written skills; effective collaboration abilities across functional teams and stakeholders.
• Regulatory Awareness: Understanding of financial regulations and reporting standards.