Institutional Client Reporting SME

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. 1. 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. 1. 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. 1. 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. 1. 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.