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Investment Reporting Senior Specialist
Investment Reporting Senior SpecialistAmerican Century Investments • Kansas City, MO, US
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Investment Reporting Senior Specialist

Investment Reporting Senior Specialist

American Century Investments • Kansas City, MO, US
25 days ago
Job type
  • Full-time
Job description

Investment Reporting Senior Specialist

American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every yearmore than $2 billion since 2000to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you.

Role Summary

The Investment Reporting Senior Specialist plays a critical role in supporting and enhancing the investment reporting function. This position is responsible for delivering accurate and timely investment data and analytics to internal and external stakeholders, including senior leadership, fund boards, and clients. The senior specialist is expected to demonstrate advanced analytical capabilities, lead initiatives, and mentor junior team members. This hybrid position will be based out of our Kansas City office. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

How You Will Make an Impact

  • Lead the development and delivery of standard and customized investment reports, including compositions, characteristics, and attribution for portfolios and benchmarks.
  • Ensure accuracy and timeliness of investment data by performing advanced analytical reviews and resolving data inconsistencies.
  • Design and implement creative reporting solutions using enterprise systems such as FactSet.
  • Serve as a subject matter expert on technical performance concepts and attribution models.
  • Collaborate with cross-functional teams to define and meet enterprise-wide and client-specific reporting requirements.
  • Ensure compliance with data security protocols and licensing agreements for proprietary and benchmark data.
  • Mentor and guide junior specialists, fostering skill development and knowledge sharing.
  • Initiate and lead process improvement projects to enhance reporting efficiency and data quality.
  • Drive execution of initiatives and ensure alignment with strategic objectives.
  • Identify and prepare for emerging risks affecting reporting processes and data integrity.

What You Bring to the Team (Required)

  • Bachelor's degree in Business, Finance, Mathematics, Statistics, Economics, or Accounting. Advanced degree (MBA) or CFA designation preferred.
  • Minimum of 5 years of experience in investment reporting or related financial analytics roles.
  • Deep understanding of financial markets, investment products, and performance measurement methodologies.
  • Proven problem-solving and analytical skills with the ability to identify and correct data anomalies.
  • Advanced proficiency in Excel, including graphing and data analysis features.
  • Experience with relational databases and reporting tools; technical aptitude for automated systems.
  • Demonstrated leadership capabilities and ability to influence and guide team members.
  • Strong communication skills and ability to present complex data insights to senior stakeholders.
  • Ability to manage complex initiatives and deliver results in a fast-paced environment.
  • Experience mentoring and developing junior team members.
  • Demonstrates the American Century Investments Winning Behaviors : Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.
  • Additional Assets (Preferred)

  • Fixed Income analytics / attribution experience.
  • The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

    What We Offer

  • Competitive compensation package with bonus plan
  • Generous PTO and competitive benefits
  • 401k with 5% company match plus annual performance-based discretionary contribution
  • Tuition reimbursement, formal mentorship program, live and online learning
  • Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_Acquisition@americancentury.com. All requests for accommodation will be addressed as confidentially as practicable. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.

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    Reporting Specialist • Kansas City, MO, US

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