Overview
On Site
Accepts corp to corp applications
Contract - W2
Contract - 12 month(s)
Skills
sme
Power BI
Aladdin
Institutional Client Reporting
Job Details
Title: Institutional Client Reporting SME
Location: New York City, NY (4 Days Onsite Hybrid)
Duration: Long Term Contract
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.
Key Responsibilities
1. Reporting Strategy & Design
- Define the target-state client reporting model for institutional clients across asset classes (equities, fixed income, alternatives, multi-asset).
- Develop a taxonomy of client reports (performance, risk, ESG, consultant templates, regulatory).
- Translate client and consultant requirements into functional specifications for reporting platforms (e.g., Aladdin, SimCorp, Eagle, Power BI, Tableau).
- Lead workshops with Client Service, Operations, and IT to identify gaps and harmonize reporting standards globally.
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