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Client Reporting Associate Jobs in Pennsylvania (NOW HIRING)

BNY

CLO Client Reporting Specialist

Pittsburgh, PA · On-site

Senior Associate, CLO Client Reporting We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · On-site

Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports. Qualifications: * Bachelor's degree is required. * Prior experience ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · Hybrid

Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports. Qualifications: * Bachelor's degree is required. * Prior experience ...

PathStone

Associate, Client Advisory

Conshohocken, PA · On-site

Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports. Qualifications: * Bachelor's degree is required. * Prior experience ...

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Client Reporting Associate information

See Pennsylvania salary details

$11K

$68.6K

$140.3K

How much do client reporting associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for client reporting associate in Pennsylvania is $68,613.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,600.00 and $87,700.00 per year, depending on experience, location, and employer.

What does a client reporting associate do?

A Client Reporting Associate is responsible for preparing, analyzing, and delivering regular reports to clients, typically in financial or investment firms. They ensure that clients receive accurate and timely information about their accounts, investments, or services. Their duties often include data collection, report generation, troubleshooting discrepancies, and responding to client inquiries. Strong attention to detail, analytical skills, and proficiency with reporting tools are crucial for this role.

What are some common challenges faced by client reporting associates, and how are they typically addressed in the workplace?

Client Reporting Associates often encounter challenges such as managing tight deadlines for delivering accurate reports, adapting to evolving client requirements, and ensuring data integrity across multiple systems. To address these, teams typically implement robust quality control processes, use advanced reporting tools, and maintain clear communication channels with both internal teams and clients. Regular training and collaboration with portfolio managers, compliance, and IT teams also help associates stay updated on best practices and handle complex reporting needs efficiently.

What are the key skills and qualifications needed to thrive as a client reporting associate, and why are they important?

To thrive as a Client Reporting Associate, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with reporting tools such as Microsoft Excel, data visualization platforms, and client relationship management (CRM) systems is typically required. Exceptional communication, problem-solving abilities, and time management help you deliver accurate reports and respond effectively to client inquiries. These skills are crucial for ensuring data integrity, meeting client expectations, and supporting informed decision-making.

What is the difference between Client Reporting Associate vs Client Service Associate?

AspectClient Reporting AssociateClient Service Associate
Required CredentialsBachelor's degree, familiarity with reporting toolsBachelor's degree, strong communication skills
Work EnvironmentData analysis, report preparation, client reportingClient communication, account management
Employer & Industry UsageFinancial services, asset managementBanking, financial institutions
Common Search & ComparisonFocus on reporting and data analysisFocus on client interaction and support

The main difference is that a Client Reporting Associate primarily handles preparing and analyzing client reports, while a Client Service Associate focuses on direct client communication and support. Both roles require strong communication skills and familiarity with financial data, but their daily tasks and focus areas differ.

What are the most commonly searched types of Client Reporting jobs in Pennsylvania? The most popular types of Client Reporting jobs in Pennsylvania are:
What are popular job titles related to Client Reporting Associate jobs in Pennsylvania? For Client Reporting Associate jobs in Pennsylvania, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Pennsylvania look for? The top searched job categories for Client Reporting Associate jobs in Pennsylvania are:
What cities in Pennsylvania are hiring for Client Reporting Associate jobs? Cities in Pennsylvania with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Pennsylvania as of August 2026, with employment types broken down into 93% Full Time, and 7% Contract. Highlights an 100% In-person job distribution, with an average salary of $68,613 per year, or $33 per hour.

CLO Client Reporting Specialist

BNY

Pittsburgh, PA • On-site

Other

Re-posted 20 days ago

Job description

Senior Associate, CLO Client Reporting

We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located in Houston, TX or Pittsburgh, PA.

Overview:

  • As part of BNY's Corporate Trust business (Structured Debt Platform), the CLO Reporting Analyst Team delivers timely, accurate, and insightful reporting on Collateralized Loan Obligations for internal stakeholders and external investors.
  • You will be a partner through Analytics, Operations. Client Service and other stakeholders
  • This role supports BNY's strategic pillars—Be More for our Clients, Run our Company Better, and Power our Culture—by ensuring transparent communication, operational excellence, and a collaborative mindset.

In this role, you'll make an impact in the following ways:

  • Owns and runs portfolio Compliance and waterfall Models and deliver quality 1st draft to CSM: CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and prepare draft periodic reports based on agreed timeline between CSMs and RAs.
  • Agree tests with client: Reporting analysts will liaise directly with clients to agree on the tests results. This includes discussions and agreement on inputs/parameters impacting tests.
  • Resolve basic modelling issues: Reporting team will also own fixing basic modeling issues highlighted during the reporting cycle. For significant model change, Analytics team will get involved.
  • Engage Position Services to resolve exceptional data issues identified: For more complex or unusual data problems, reporting team will collaborate with Position Services to get those sorted out efficiently.
  • Operates between Position Servicing and CSM: This team will act as the go-between for Position Servicing and the Client Service Manager, making sure communication flows smoothly and tasks are coordinated.
  • Analyze and incorporate Client/Auditor feedback on test results: Reporting team will be responsible to work on any client/auditor feedback related to models/ test results.

To be successful in this role, we're seeking the following:

  • Bachelor's degree or the equivalent combination of education and experience; advanced degree in quantitative analysis preferred.
  • 3-8 years of experience preferred.
  • Experience in quantitative finance and technology preferred.
  • Any experience in CLO, structured finance, or fixed-income reporting will be preferred.
  • Prior experience in Analytical role like Financial modeling, valuation models, Data Analytics.
  • Proficiency in VBA/SQL will be valuable.
  • No direct reports; provides guidance to more junior analysts and is primarily responsible for the accuracy and quality of own work and the work of assigned project team members.

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