Institutional Client Reporting SME

We’re partnering with a global investment-management firm to hire a hands-on Institutional Client Reporting Analyst / SME . This is a functional, operator-level role focused on the production, validation, and enhancement of institutional client reporting packages. This opportunity is ideal for someone who has grown through Client Reporting / Investment Reporting / Performance & Reporting roles and wants to step into a deeper SME-level position while remaining execution-focused .

This is not a project-management, PMO, business analyst, or tech / automation role.

What You’ll Do

• Produce and validate monthly and quarterly institutional client reporting packages across multi-asset portfolios.
• Perform hands-on checks of performance, attribution, holdings, exposures, benchmarks, and risk metrics .
• Resolve data exceptions by partnering with Performance, Operations, Data, and Compliance teams.
• Maintain and enhance reporting templates, consultant packs, and client-ready materials.
• Support improvements to reporting workflows, automation, and governance (without leading projects).
• Assist Client Service in delivering accurate, consistent, insight-rich institutional reporting.

Who You Are

This Role Is NOT For

We need hands-on institutional client reporting experience , not oversight or management.

Engagement Details