Institutional Client Reporting SME - ONLY W2

Title : Institutional Client Reporting SME

Location : New York City, NY (4 Days Onsite Hybrid)

ONLY W2

Job Description :

The Institutional Client Reporting SME will lead the design, modernization, and implementation of reporting solutions for institutional client base. This role requires deep knowledge of institutional asset-management operations, data flows, performance measurement, and client communication standards. The SME will partner with technology, operations, client service, and compliance teams to deliver scalable, insight-driven, and regulatory-compliant reporting capabilities.

Qualifications

• 9 + years in institutional client reporting, performance analytics, or investment operations within a global asset-management or consulting firm.
• Proven track record of delivering reporting modernization or data-transformation projects.
• Deep familiarity with multi-asset and alternative investment products.
• Experience working with or integrating tools such as Aladdin, SimCorp, Eagle, Markit EDM, Power BI, Tableau, Arcadia, Salesforce, or Python-based reporting pipelines .
• Bachelor's or master's degree in finance, Economics, Computer Science, Engineering, or related field.
• CFA, CIPM, or FRM certification is a strong plus.