Reporting Analyst

Title: Reporting Analyst / Data Analyst Location: Salt Lake City, UT (Onsite) Duration: 6 Months Client: Banking Company The objective is to bring in an Associate-level resource, with 2-5 years of experience, who can support ongoing strategic initiatives, automation efforts, and day-to-day change management activities during the leave period. Core Functional Skills • Operations experience within Asset Management, Wealth Management, Client Reporting, Fund Administration, or related financial services functions • Strong understanding of operational processes, controls, and data flows • Ability to document business requirements and process workflows • Experience supporting process improvement and operational efficiency initiative Automation & Data Skills • Intermediate to advanced Excel skills (Pivot Tables, Power Query, formulas, data analysis) • Experience with reporting automation tools such as Alteryx, Tableau, Power BI, Qlik, Seismic, SmartDX similar platforms • Ability to analyze data sources, identify manual processes, and support automation opportunities • Basic understanding of data governance, data quality, and reconciliation processes • Familiarity with SQL or data querying tools is preferred Change Management & Project Support • Experience coordinating change initiatives across multiple stakeholders • Ability to manage project plans, action items, testing, and implementation tracking • Support UAT activities, process documentation, and rollout communications • Comfortable working across Operations, Technology, Product, and Business teams • Strong organizational and follow-up skills Stakeholder Management • Ability to communicate effectively with both business and technical partners • Experience facilitating meetings, gathering requirements, and driving action items • Strong written and verbal communication skills • Ability to operate independently with limited supervision Preferred Background • 2–5 years of experience in Asset Management Operations, Client Reporting, Fund Operations, or related functions • Experience working on reporting transformation, process automation, or operational excellence initiatives • Familiarity with alternative investments, fund reporting, or investor reporting processes is a plus Key Responsibilities During Coverage Period • Support automation initiatives and reporting transformation effort • Assist with project coordination and change management activities • Drive documentation of processes, controls, and requirements • Coordinate testing, implementation, and stakeholder communications • Provide operational support and help manage execution of strategic priorities • Assist with issue tracking, risk identification, and escalation management