POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate ... Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW ...
Quick apply
POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate ... Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW ...
IIS is responsible for all client service execution processes including Client Onboarding ... The candidate plays a vital role maintaining accurate data in performance reporting systems ...
IIS is responsible for all client service execution processes including Client Onboarding ... The candidate plays a vital role maintaining accurate data in performance reporting systems ...
HR Data Analytics & Reporting Specialist (HRDARS) - Senior with Security Clearance
Washington, DC · On-site
$65K - $130K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Administrative and Logistics Support CGS is seeking a skilled HR Data Analytics & Reporting Specialist (HRDARS) - Senior to support mission-critical operations for a federal client. Skills and ...
HR Data Analytics & Reporting Specialist (HRDARS) - Senior with Security Clearance
Washington, DC · On-site
$65K - $130K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Administrative and Logistics Support CGS is seeking a skilled HR Data Analytics & Reporting Specialist (HRDARS) - Senior to support mission-critical operations for a federal client. Skills and ...
IIS is responsible for all client service execution processes including Client Onboarding ... The candidate plays a vital role maintaining accurate data in performance reporting systems ...
IIS is responsible for all client service execution processes including Client Onboarding ... The candidate plays a vital role maintaining accurate data in performance reporting systems ...
IIS is responsible for all client service execution processes including Client Onboarding ... The candidate plays a vital role maintaining accurate data in performance reporting systems ...
IIS is responsible for all client service execution processes including Client Onboarding ... The candidate plays a vital role maintaining accurate data in performance reporting systems ...
POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate ... Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW ...
POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate ... Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW ...
POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate ... Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW ...
Quick apply
POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate ... Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW ...
POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate ... Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW ...
Quick apply
POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate ... Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW ...
POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate ... Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW ...
Quick apply
POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate ... Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW ...
Coding & Reporting Specialist
Burbank, CA · On-site +1
$20 - $25/hr
Medical
Dental
Vision
PTO
... Reporting Specialist works collaboratively with various contacts to ensure proper setup and ... In addition, this role works with the client to update previously entered coding data to ensure ...
Coding & Reporting Specialist
Burbank, CA · On-site +1
$20 - $25/hr
Medical
Dental
Vision
PTO
... Reporting Specialist works collaboratively with various contacts to ensure proper setup and ... In addition, this role works with the client to update previously entered coding data to ensure ...
Coding & Reporting Specialist
Burbank, CA · On-site
$20 - $25/hr
Medical
Dental
Vision
PTO
... Reporting Specialist works collaboratively with various contacts to ensure proper setup and ... In addition, this role works with the client to update previously entered coding data to ensure ...
Coding & Reporting Specialist
Burbank, CA · On-site
$20 - $25/hr
Medical
Dental
Vision
PTO
... Reporting Specialist works collaboratively with various contacts to ensure proper setup and ... In addition, this role works with the client to update previously entered coding data to ensure ...
Data and Reporting Specialist
$28.72 - $31.74/hr
Medical
Dental
Vision
Life
Retirement
PTO
Data and Reporting Specialist Hybrid Remote/In-Person Full-Time (40 hours per week) Position in ... All our services are trauma-sensitive and client-centered and are provided at no cost to our ...
Data and Reporting Specialist
$28.72 - $31.74/hr
Medical
Dental
Vision
Life
Retirement
PTO
Data and Reporting Specialist Hybrid Remote/In-Person Full-Time (40 hours per week) Position in ... All our services are trauma-sensitive and client-centered and are provided at no cost to our ...
POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate ... Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW ...
Quick apply
POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate ... Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW ...
Coding & Reporting Specialist
Burbank, CA · On-site +1
$20 - $25/hr
Medical
Dental
Vision
PTO
... Reporting Specialist works collaboratively with various contacts to ensure proper setup and ... In addition, this role works with the client to update previously entered coding data to ensure ...
Coding & Reporting Specialist
Burbank, CA · On-site +1
$20 - $25/hr
Medical
Dental
Vision
PTO
... Reporting Specialist works collaboratively with various contacts to ensure proper setup and ... In addition, this role works with the client to update previously entered coding data to ensure ...
HR Data Analytics & Reporting Specialist (HRDARS) - SME with Security Clearance
Washington, DC · On-site
$87K - $175K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Administrative and Logistics Support CGS is seeking a skilled HR Data Analytics & Reporting Specialist (HRDARS) - SME to support mission-critical operations for a federal client. Skills and ...
HR Data Analytics & Reporting Specialist (HRDARS) - SME with Security Clearance
Washington, DC · On-site
$87K - $175K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Administrative and Logistics Support CGS is seeking a skilled HR Data Analytics & Reporting Specialist (HRDARS) - SME to support mission-critical operations for a federal client. Skills and ...
Data and Reporting Specialist
Castro Valley, CA · On-site
$28.72 - $31.74/hr
Medical
Dental
Vision
Life
Retirement
PTO
Data and Reporting Specialist Hybrid Remote/In-Person Full-Time (40 hours per week) Position in ... All our services are trauma-sensitive and client-centered and are provided at no cost to our ...
Data and Reporting Specialist
Castro Valley, CA · On-site
$28.72 - $31.74/hr
Medical
Dental
Vision
Life
Retirement
PTO
Data and Reporting Specialist Hybrid Remote/In-Person Full-Time (40 hours per week) Position in ... All our services are trauma-sensitive and client-centered and are provided at no cost to our ...
Data and Reporting Specialist
Tracy, CA · On-site
$28.72 - $31.74/hr
Medical
Dental
Vision
Life
Retirement
PTO
Data and Reporting Specialist Hybrid Remote/In-Person Full-Time (40 hours per week) Position in ... All our services are trauma-sensitive and client-centered and are provided at no cost to our ...
Quick apply
Data and Reporting Specialist
Tracy, CA · On-site
$28.72 - $31.74/hr
Medical
Dental
Vision
Life
Retirement
PTO
Data and Reporting Specialist Hybrid Remote/In-Person Full-Time (40 hours per week) Position in ... All our services are trauma-sensitive and client-centered and are provided at no cost to our ...
Coding & Reporting Specialist
Burbank, CA · On-site
$20 - $25/hr
Medical
Dental
Vision
PTO
... Reporting Specialist works collaboratively with various contacts to ensure proper setup and ... In addition, this role works with the client to update previously entered coding data to ensure ...
Coding & Reporting Specialist
Burbank, CA · On-site
$20 - $25/hr
Medical
Dental
Vision
PTO
... Reporting Specialist works collaboratively with various contacts to ensure proper setup and ... In addition, this role works with the client to update previously entered coding data to ensure ...
POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate ... Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW ...
Quick apply
POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate ... Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW ...
Data and Reporting Specialist
Castro Valley, CA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
All our services are trauma-sensitive and client-centered and are provided at no cost to our ... In addition, the Data and Reporting Specialist must verify and edit data as needed as part of ...
Quick apply
Data and Reporting Specialist
Castro Valley, CA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
All our services are trauma-sensitive and client-centered and are provided at no cost to our ... In addition, the Data and Reporting Specialist must verify and edit data as needed as part of ...
Client Reporting Specialist information
See salary details
$13.70 - $18.36
11% of jobs
$21.40 is the 25th percentile. Wages below this are outliers.
$18.36 - $23.01
22% of jobs
The median wage is $26.35 / hr.
$23.01 - $27.67
24% of jobs
$27.67 - $32.32
15% of jobs
$33.48 is the 75th percentile. Wages above this are outliers.
$32.32 - $36.98
14% of jobs
$36.98 - $41.63
4% of jobs
$41.63 - $46.28
3% of jobs
$46.28 - $50.94
2% of jobs
$50.94 - $55.59
4% of jobs
$55.59 - $60.25
1% of jobs
$60.25 - $64.90
0% of jobs
$13
$31
$64
How much do client reporting specialist jobs pay per hour?
As of Aug 14, 2026, the average hourly pay for client reporting specialist in the United States is $31.27, according to ZipRecruiter salary data. Most workers in this role earn between $21.15 and $35.82 per hour, depending on experience, location, and employer.
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Full-time
Re-posted 16 days ago
Job description
POSITION SUMMARY
The Private Markets Reporting Specialist is responsible for delivering accurate, timely, and insightful reporting across private market investments, including performance measurement, cash flow tracking, and reconciliation.
DUTIES & RESPONSIBILITIES- Perform end-to-end reporting and analysis of private market investments, including private equity, venture capital, hedge funds, and other alternative assets
- Reconcile investment transactions, capital calls, distributions, fees, and expenses across custodians, managers, and internal systems
- Track and validate cash flows, ensuring accuracy of investment activity and alignment with underlying fund documentation
- Calculate and analyze performance metrics, including IRR, TWR (as applicable), and total return
- Investigate and resolve discrepancies in valuation, pricing, and transaction data
- Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW families
- Partner with internal teams (Client Service, Private Market Services, Operations) to ensure data integrity and reporting consistency
- Assist in building scalable reporting processes and improving workflows related to private market data aggregation and reporting
- Troubleshoot reporting issues and provide ongoing support for systems such as Addepar, Canoe, or other reporting platforms
- Contribute to data governance and documentation of reporting methodologies and procedures
QUALIFICATIONS
- Bachelor's degree in Finance, Economics, Accounting, or a related field preferred.
- Three to five years of experience in investment reporting, performance analytics, or operations within wealth management, asset management, or a family office
- Direct experience with private market investments and related reporting requirements
- Strong understanding of capital calls, distributions, waterfall structures, and fund accounting concepts
- Proficiency in performance measurement, including IRR and cash flow-based return methodologies
- Experience with reconciliation across multiple data sources (custodians, fund managers, internal systems)
- Familiarity with reporting platforms such as Addepar, Canoe, Arch or similar tools preferred
- Advanced Excel skills required; experience with data tools or automation is a plus
- CIPM designation preferred (or progress toward certification)
- Exposure to data automation, AI tools, or workflow optimization (e.g., using AI for reconciliation support, anomaly detection, or reporting and workflow efficiency) is a plus
- Ability to leverage AI and automation to improve reporting workflows and data quality is strongly preferred
- Demonstrated professionalism, discretion, and respect for confidential matters
WORKING CONDITIONS
- Limited travel as business needs necessitate
- Long periods of sitting utilizing a computer
- 100% onsite
About Oxford Financial Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Carmel, IN, US
Year founded
1981