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Client Reporting Analyst

Client Reporting Analyst

GWPDenver, Colorado, USA
11 hours ago
Job type
  • Full-time
Job description

Why work for us

A career at Janus Henderson is more than a job its about investing in a brighter future together .

Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights disciplined investments and world-class service. We will do this by protecting and growing our core business amplifying our strengths and diversifying where we have the right.

Our Values are key to driving our success and are at the heart of everything we do :

Clients Come First - Always Execution Supersedes Intention Together We Win Diversity Improves Results Truth Builds Trust

If our mission values and purpose align with your own we would love to hear from you!

Your opportunity

As an Analyst in our dynamic team your role is essential in maintaining and enhancing our commitment to superior customer service for both internal and external clients. Initially under daily oversight which transitions to weekly within 9-12 months you will be integral in generating validating and distributing comprehensive client reports. This role requires close collaboration with the distribution team to manage ongoing client requests adapt to new reporting requirements and address any emerging issues promptly. You are expected to identify and implement process efficiencies notably by transitioning from manual to automated reporting systems. Working with a diverse range of financial data you will primarily engage with institutional clients requiring a comprehensive understanding of their needs and the financial landscape.

To excel in this role a foundation of respect positivity and a collaborative mindset is essential. Your curiosity critical thinking and meticulous attention to detail will drive the identification and implementation of more efficient processes and solutions to complex problems. An eagerness to expand your professional competencies along with a proactive approach to learning new concepts and systems is crucial for your growth and the teams success.

What to expect when you join our firm

  • Hybrid working and reasonable accommodations
  • Generous Holiday policies
  • Paid volunteer time to step away from your desk and into the community
  • Support to grow through professional development courses tuition / qualification reimbursement and more
  • Maternal / paternal leave benefits and family services
  • Complimentary subscription to Headspace the mindfulness app
  • Corporate membership to ClassPass and other health and well-being benefits
  • Unique employee events and programs including a 14er challenge
  • Complimentary beverages snacks and all employee Happy Hours

Must have skills

You will :

  • Generate and compile investment reporting packages from various financial data systems.
  • Ensure the accuracy completeness and professional presentation of reports before distribution to clients and their advisors custodians auditors etc. for performance analysis and reviews.
  • Foster relationships with both support and supported teams including IT and Distribution.
  • Deepen your understanding of client reporting requirements and the importance of our quality control processes.
  • Initiate familiarity with quality control processes issue resolution and enhancement needs.
  • Compile subadvised compliance reports including but not limited to broker commission attestation letters compliance certifications and bespoke questionnaires.
  • Gain a thorough understanding of regulatory reporting documents (e.g. audited financial statements K-1 ADV).
  • Navigate the complexities of trade errors SEC audits material changes to the Code of Ethics Form ADV updates and annual compliance program reports.
  • Address clients ad hoc requests and perform additional duties as assigned.
  • Nice to have skills

  • Bachelors degree preferred (Accounting Finance or related field preferred).
  • Professional certifications such as SIE (U.S.) or IMC / IOC (U.K.) preferred but not required.
  • Intermediate to advanced proficiency in Excel (e.g. SUMIFS VLOOKUPS pivot tables) and other Microsoft Office Applications.
  • Intermediate knowledge of other Microsoft Office Applications such as Word Outlook PowerPoint and OneNote.
  • Programming experience in SQL VBA is preferred but not required.
  • Supervisory responsibilities

  • No
  • Potential for growth

  • Mentoring
  • Leadership development programs
  • Regular training
  • Career development services
  • Continuing education courses
  • Compensation information

    The base salary range for this position is $65000-$70000. This range is estimated for this role. Actual pay may be different. This position will be open through the end of December 2025.

    Colorado law requires an estimated closing date for job postings. Please dont be discouraged from applying if you see this date has passed.

    At Janus Henderson Investors were committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Dont worry if you dont think you tick every box we still want to hear from you! We understand everyone has different commitments and while we cant accommodate every flexible working request were happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process please get in touch and let us know at .

    Annual Bonus Opportunity : Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company department team and individual performance.

    Benefits : Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation pension / retirement plans and various health wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career pagehere.

    Janus Henderson Investors is an equal opportunity / Affirmative Action employer .All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status.

    Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employees job functions (as determined by Janus Henderson at its sole discretion).

    You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements including past political contributions and political activities. Applicants past political contributions or activity may impact applicants eligibility for this position.

    You will be expected to understand the regulatory obligations of the firm and abide by the regulated entity requirements and JHI policies applicable for your role.

    Required Experience :

    IC

    Key Skills

    Cognos,Microsoft Access,SQL,Crystal Reports,Financial Report Writing,Power BI,Pivot tables,ssrs,Tableau,Regulatory Reporting,SAS,Data Analysis Skills

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

    Monthly Salary Salary : 65000 - 70000

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