Institutional Client Reporting SME

Title: Institutional Client Reporting SME

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

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.

2. Data & Process Enablement

• Define data sourcing and golden-source architecture for holdings, benchmarks, ESG, and performance data.
• Partner with data-engineering teams to design semantic layers, data marts, and report automation pipelines.
• Ensure controls for data integrity, reconciliation, and lineage across systems.
• Support automation of commentary generation using GenAI/NLG tools where appropriate.

3. Governance & Compliance

• Ensure alignment with GIPS, AIFMD, SFDR, Solvency II, and other relevant reporting regulations.
• Establish and maintain reporting governance frameworks (SLAs, data quality KPIs, audit trails).
• Oversee internal and external report validation processes.

4. Client Experience & Delivery

• Collaborate with Client Service teams to deliver customized, insight-driven reporting packs and dashboards.
• Drive implementation of client portals or digital dashboards for on-demand access.
• Develop standardized templates and automated commentary for portfolio reviews.
• Act as the subject-matter liaison during client and consultant reviews to represent NB s reporting capabilities.

5. Change Management & Stakeholder Engagement

• Partner with transformation and technology teams to implement new reporting platforms and workflows.
• Provide subject-matter guidance on vendor selection, RFP responses, and proof-of-concepts.
• Train internal teams on best practices and evolving institutional reporting trends.
• Serve as a trusted advisor to senior leadership on client reporting innovation and market benchmarking.

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.

Technical / Domain Skills:

• Strong understanding of investment data models (positions, transactions, performance, benchmarks).
• Working knowledge of SQL, Excel, VBA, or data visualization tools for prototyping.
• Knowledge of regulatory and industry standards (GIPS, SFDR, AIFMD, Solvency II, ESG KPIs).
• Familiarity with automation, data-governance, and AI-driven reporting tools is preferred.

Soft Skills

• Excellent stakeholder management and client-communication skills.
• Analytical, detail-oriented, and comfortable navigating complex data environments.
• Strategic thinker with ability to translate business requirements into technology-enabled solutions.

Strong presentation skills able to interact confidently with senior management and clients.