Client Reporting - Associate

Shape the client experience by delivering accurate reporting and driving process improvements that strengthen service outcomes and controls.
As a Global Client Reporting Associate in the Global Client Reporting team, you oversee manual client reporting across multiple traditional asset groups and support transformation initiatives. You ensure reporting requests are understood, completed accurately, and delivered on time while building strong product and domain knowledge. You partner with local and global teams to improve processes, enhance controls, and escalate issues appropriately to support consistent client servicing.
Job Responsibilities:
Oversee end-to-end delivery for manual reporting requests, ensuring requirements are understood and outputs meet accuracy and timeliness expectations
Complete ad hoc and custom client reports and other assigned tasks to support business needs
Drive strategic initiatives focused on process improvement, transformation execution, and control enhancement across the reporting function
Build domain expertise by understanding the figures being reported and strengthening product knowledge across assigned asset groups
Escalate issues and concerns to senior management as needed, supporting resolution while managing expectations across stakeholders
Prepare management information reporting and internal reporting packs as assigned
Required qualifications, skills, and capabilities:
Hold a postgraduate degree
Demonstrate 10+ years of relevant experience in client reporting, investment reporting, or related operational reporting roles
Apply intermediate to advanced proficiency in Microsoft Excel, PowerPoint, Word, Adobe Acrobat, and Outlook
Communicate clearly and professionally in written and verbal English, including strong business writing capability
Exhibit a strong work ethic and a positive, collaborative attitude
Collaborate effectively with local and global teams, demonstrating sensitivity to different cultures and working styles
Initiate work independently as a self-starter and contribute ideas to improve how work is delivered
Prioritize key tasks effectively while managing multiple deliverables
Preferred qualifications, skills, and capabilities:
Pursue the Chartered Financial Analyst credential
Earn a Master of Business Administration degree
Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.