Institutional Client Reporting SME

We’re partnering with a global investment-management leader on a hands-on functional opportunity within their Institutional Client Reporting team. This role sits squarely within investment operations and reporting, not project management or program delivery. The ideal candidate has deep experience producing, validating, and enhancing institutional client reports- and understands the data, controls, and systems that power them. The Opportunity You’ll play a key role in modernizing and streamlining institutional client reporting- defining reporting standards, improving data quality, and optimizing operational workflows across multi-asset portfolios. This position is execution-focused, working directly with reporting, performance, operations, and client-service teams to deliver best-in-class reporting solutions. Key Responsibilities • Own and enhance institutional client reporting processes across equities, fixed income, alternatives, and multi-asset portfolios. • Design and implement scalable data and reporting frameworks that ensure accuracy, timeliness, and regulatory compliance. • Partner with data and technology teams to improve automation, data lineage, and governance. • Translate client and consultant reporting requirements into practical operational specifications. • Collaborate closely with client-service teams to deliver consistent, insight-rich reporting experiences. • Serve as a reporting subject-matter expert (not a project lead), providing operational and analytical expertise to transformation initiatives. What You Bring • 9+ years of experience in institutional client reporting, investment operations, or performance analytics. • Deep understanding of asset-management data flows and reporting standards (GIPS, SFDR, AIFMD, Solvency II). • Proficiency with reporting or data platforms (Aladdin, SimCorp, Eagle, Markit EDM, Tableau, Power BI, etc.). • Working knowledge of SQL, Excel/VBA, or visualization tools for prototyping and analysis. • Strong grasp of data governance and control frameworks. • Excellent communication skills and ability to partner across operations, technology, and client service. • CFA, CIPM, or FRM certification a plus. Please note: This is not a project-management or PMO role - it requires functional and operational expertise in institutional reporting. Engagement Details This is a full-time contract (FTC) position. All contractors for this project will be employed on W-2 through our firm- we’re not able to consider independent (C2C/1099) arrangements for this engagement. This FTC opportunity offers a competitive hourly rate and the chance to contribute to a high-visibility transformation initiative within a global asset-management environment.