Help clients understand what is driving investment results by delivering clear, reliable performance and risk reporting. In this role, you will partner with teams across operations and analytics to solve reporting challenges and improve client outcomes. You will contribute to a service-first culture that values precision, ownership, and continuous improvement. If you enjoy working with data, processes, and stakeholders, this role offers meaningful impact and growth.
As a Customer Success Senior Associate within our investment reporting and analytics team, you will support the preparation and delivery of institutional client reports and help resolve reporting-related inquiries. You will coordinate with internal partners to complete client change requests, support onboarding activities, and contribute to projects that enhance the reporting workflow. You will also follow established controls to help manage operational risk.
Job responsibilities
- Deliver periodic investment performance reports, including attribution, contribution, and risk analysis outputs
- Implement client reporting change requests by documenting requirements and coordinating updates through the delivery process
- Respond to client questions related to reporting deliverables and data used in the reporting workflow
- Partner with internal stakeholders to investigate data issues, reconcile differences, and communicate outcomes clearly
- Support new client onboarding activities by preparing initial reporting setups and validating outputs
- Maintain and update client reporting templates and supporting documentation to promote accuracy and repeatability
- Perform quality checks and exception reviews to help ensure reports meet agreed timelines and standards
- Follow established controls and procedures that address key operational risks
- Contribute to projects and non–business-as-usual work that improves processes, tools, or controls
- Coordinate day-to-day communication across teams to keep reporting activity on track
Required qualifications, capabilities and skills
- Bachelor’s degree in Accounting, Mathematics, Economics, Statistics, Finance, or a related discipline
- 2+ years of relevant financial analysis experience in financial services
- Experience analyzing large datasets to identify drivers, exceptions, and root causes
- Proficiency in Microsoft Excel, including building and maintaining structured templates
- Knowledge of investment performance concepts such as returns, fees, cash flows, and dividends
- Ability to explain performance and attribution drivers to non-technical stakeholders using clear, structured communication and ability to manage multiple priorities and deliver accurate work within defined timelines
- Experience following documented processes and controls in an operations or reporting environment
Preferred qualifications, capabilities and skills
- Progress toward or completion of a relevant postgraduate qualification or credential (for example, investment performance measurement or finance-related certification)
- Experience in investment management, performance measurement, investment operations, or fund accounting
- Experience producing performance reporting packages such as daily/monthly performance, net-of-fees reporting, reconciliations, and security-level attribution
- Familiarity with risk reporting concepts and ex-post risk outputs
- Experience translating client reporting needs into well-documented change requests and testing outcomes
- Experience supporting client walkthroughs of reporting workflows and explaining how reports are used
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes