This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
Support relationship management and client service teams with ad hoc reporting requests and bespoke client deliverables. * Liaise with performance, portfolio management, and technology teams to ...
New
Support relationship management and client service teams with ad hoc reporting requests and bespoke client deliverables. * Liaise with performance, portfolio management, and technology teams to ...
New
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
New
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
New
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
New
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
New
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
Head of Client Reporting, Americas
Houston, TX · Hybrid
$132K/yr
Medical
Retirement
PTO
By delivering the combined power of our distinctive investment management capabilities, we provide ... Employee stock purchase plan Your Role The Head of Client Reporting - Americas is a senior ...
Head of Client Reporting, Americas
Houston, TX · Hybrid
$132K/yr
Medical
Retirement
PTO
By delivering the combined power of our distinctive investment management capabilities, we provide ... Employee stock purchase plan Your Role The Head of Client Reporting - Americas is a senior ...
Head of Client Reporting Platform
Austin, TX · On-site
$137K/yr
PIMCO is a leading global asset management firm that helps millions of investors pursue their financial goals. The Head of Product for Client Reporting will establish the product vision and lead ...
Head of Client Reporting Platform
Austin, TX · On-site
$137K/yr
PIMCO is a leading global asset management firm that helps millions of investors pursue their financial goals. The Head of Product for Client Reporting will establish the product vision and lead ...
Head of Client Reporting Platform
Austin, TX · On-site
$137K/yr
We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 ... Role Overview PIMCO is pioneering the next-generation Client Reporting Platform-a cutting-edge ...
Head of Client Reporting Platform
Austin, TX · On-site
$137K/yr
We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 ... Role Overview PIMCO is pioneering the next-generation Client Reporting Platform-a cutting-edge ...
CLO Client Reporting Specialist
Houston, TX · On-site
Medical
Dental
Vision
Life
Retirement
PTO
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
CLO Client Reporting Specialist
Houston, TX · On-site
Medical
Dental
Vision
Life
Retirement
PTO
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
Head of Client Reporting Platform
Austin, TX · On-site
$137K/yr
We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 ... Role Overview PIMCO is pioneering the next-generation Client Reporting Platform-a cutting-edge ...
Head of Client Reporting Platform
Austin, TX · On-site
$137K/yr
We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 ... Role Overview PIMCO is pioneering the next-generation Client Reporting Platform-a cutting-edge ...
CLO Client Reporting Specialist
Houston, TX · On-site
Medical
Dental
Vision
Life
Retirement
PTO
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
CLO Client Reporting Specialist
Houston, TX · On-site
Medical
Dental
Vision
Life
Retirement
PTO
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
Representative, Rx Client Reporting
Grand Prairie, TX · On-site
$15.25 - $20.50/hr
Medical
Dental
Vision
Life
Retirement
The Rx Client Reporting Representative working under the guidelines of the assigned manager and in ... Manage and maintain master data files and system parameters at a client level * Work efficiently ...
Representative, Rx Client Reporting
Grand Prairie, TX · On-site
$15.25 - $20.50/hr
Medical
Dental
Vision
Life
Retirement
The Rx Client Reporting Representative working under the guidelines of the assigned manager and in ... Manage and maintain master data files and system parameters at a client level * Work efficiently ...
Representative, Rx Client Reporting
Grand Prairie, TX · On-site
$15.25 - $20.50/hr
Medical
Dental
Vision
Life
Retirement
The Rx Client Reporting Representative working under the guidelines of the assigned manager and in ... Manage and maintain master data files and system parameters at a client level * Work efficiently ...
Representative, Rx Client Reporting
Grand Prairie, TX · On-site
$15.25 - $20.50/hr
Medical
Dental
Vision
Life
Retirement
The Rx Client Reporting Representative working under the guidelines of the assigned manager and in ... Manage and maintain master data files and system parameters at a client level * Work efficiently ...
Manager, Client Advisory
Austin, TX · On-site
Medical
Dental
Vision
Life
Retirement
PTO
With more than 20 office locations and over $100 billion in client assets under management ... Provide additional support in the quarterly reporting process, specifically in reconciling and ...
Manager, Client Advisory
Austin, TX · On-site
Medical
Dental
Vision
Life
Retirement
PTO
With more than 20 office locations and over $100 billion in client assets under management ... Provide additional support in the quarterly reporting process, specifically in reconciling and ...
Manager, Client Services
Plano, TX · On-site
Develop, manage and maintain client reporting and adhoc reporting * Responsible for updating and maintaining client specific information in confluence which include Standard Operating Procedures
Manager, Client Services
Plano, TX · On-site
Develop, manage and maintain client reporting and adhoc reporting * Responsible for updating and maintaining client specific information in confluence which include Standard Operating Procedures
Manager, Client Advisory
Medical
Dental
Vision
Life
Retirement
PTO
With more than 20 office locations and over $100 billion in client assets under management ... Provide additional support in the quarterly reporting process, specifically in reconciling and ...
Manager, Client Advisory
Medical
Dental
Vision
Life
Retirement
PTO
With more than 20 office locations and over $100 billion in client assets under management ... Provide additional support in the quarterly reporting process, specifically in reconciling and ...
Manager, Client Services
Plano, TX · On-site
Develop, manage and maintain client reporting and adhoc reporting * Responsible for updating and maintaining client specific information in confluence which include Standard Operating Procedures
Manager, Client Services
Plano, TX · On-site
Develop, manage and maintain client reporting and adhoc reporting * Responsible for updating and maintaining client specific information in confluence which include Standard Operating Procedures
Manager, Client Services
Plano, TX · On-site
$90K - $100K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Client Services Manager Plano, TX (Hybrid - 4 Days Onsite Weekly) Full-Time Salary: $90,000 - $100 ... Maintain reporting, project documentation, SOPs, and client communication records * Participate in ...
Quick apply
Manager, Client Services
Plano, TX · On-site
$90K - $100K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Client Services Manager Plano, TX (Hybrid - 4 Days Onsite Weekly) Full-Time Salary: $90,000 - $100 ... Maintain reporting, project documentation, SOPs, and client communication records * Participate in ...
... Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with ... Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and ...
Quick apply
... Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with ... Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and ...
... Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with ... Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and ...
... Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with ... Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and ...
Manager Client Reporting information
What is the difference between Manager Client Reporting vs Client Service Manager?
| Aspect | Manager Client Reporting | Client Service Manager |
|---|---|---|
| Primary Focus | Preparing and analyzing client reports, data accuracy, reporting processes | Managing client relationships, service delivery, client satisfaction |
| Required Skills | Data analysis, reporting tools, financial knowledge | Communication, client management, problem-solving |
| Work Environment | Finance, banking, investment firms | Financial services, consulting, asset management |
| Certifications | Financial certifications (e.g., CFA, CPA) often preferred | Customer service or client management certifications beneficial |
While both roles involve client interaction, Manager Client Reporting primarily focuses on data analysis and report preparation, whereas Client Service Managers emphasize maintaining strong client relationships and service quality. Understanding these differences helps in choosing the right career path or job search focus.
How does a Manager Client Reporting typically collaborate with internal teams to ensure accurate and timely delivery of client reports?
A Manager Client Reporting regularly works with teams such as operations, finance, IT, and client services to gather data, verify information, and resolve discrepancies before reports are delivered to clients. Effective communication and coordination are essential, as deadlines are often tight and data needs can be complex. The manager may lead meetings, clarify requirements, and implement process improvements to streamline reporting workflows. This cross-functional collaboration helps ensure that client reports meet quality standards and client expectations.
What does a Manager Client Reporting do?
A Manager Client Reporting oversees the creation, review, and delivery of financial or performance reports to clients, ensuring accuracy and clarity. They coordinate with internal teams to gather data, analyze trends, and present findings in a way that meets client requirements and regulatory standards. This role often involves improving reporting processes, managing a team, and acting as a primary point of contact for clients regarding reporting matters. Their goal is to provide clients with timely, insightful information to support business decisions.
What are the key skills and qualifications needed to thrive as a Manager Client Reporting?
To thrive as a Manager Client Reporting, you need expertise in financial analysis, reporting, and data management, typically supported by a degree in finance, accounting, or a related field. Familiarity with reporting tools such as Excel, Power BI, Tableau, and financial systems like SAP or Oracle is essential, and professional certifications like CFA or CPA are advantageous. Strong attention to detail, communication, and leadership skills help manage teams and deliver clear, accurate reports to clients. These skills ensure that client deliverables are accurate, insightful, and timely, supporting client satisfaction and compliance with industry standards.
What are popular job titles related to Manager Client Reporting jobs in Texas?
For Manager Client Reporting jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Manager Client Reporting jobs in Texas look for?
The top searched job categories for Manager Client Reporting jobs in Texas are:
What cities in Texas are hiring for Manager Client Reporting jobs?
Cities in Texas with the most Manager Client Reporting job openings:
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Re-posted 25 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.