Overview
On Site
Contract - W2
Contract - 16 day((s))
Skills
Tableau
Python
Salesforce
Power BI
Eagle
laddin
SimCorp
Markit EDM
Arcadia
Job Details
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.
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