Analyst, Client Reporting
Dallas, TX · On-site
... and manage custom investment portfolios that generate outperformance so that they can maximize ... Summary Analysts in the Client Reporting Group are responsible for all aspects of monthly and ...
Analyst, Client Reporting
Dallas, TX · On-site
... and manage custom investment portfolios that generate outperformance so that they can maximize ... Summary Analysts in the Client Reporting Group are responsible for all aspects of monthly and ...
Analyst, Client Reporting
Dallas, TX · On-site
... and manage custom investment portfolios that generate outperformance so that they can maximize ... Summary Analysts in the Client Reporting Group are responsible for all aspects of monthly and ...
Analyst, Client Reporting
Dallas, TX · On-site
... and manage custom investment portfolios that generate outperformance so that they can maximize ... Summary Analysts in the Client Reporting Group are responsible for all aspects of monthly and ...
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 ...
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 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 ...
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 ...
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 ...
Manager, Client Advisory
Austin, TX · On-site
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
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 ...
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 ...
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
$90K - $100K/yr
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 ...
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Manager, Client Services
Plano, TX · On-site
$90K - $100K/yr
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 ...
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Apply Early
... 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 ...
Apply Early
... 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 ...
... 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 Operations
Tyler, TX · On-site
$126K/yr
Client Relationship Management * Serve as the primary operational liaison for assigned clients post ... Reporting * Track and manage key performance indicators (e.g., turnaround times, service levels ...
Manager - Client Operations
Tyler, TX · On-site
$126K/yr
Client Relationship Management * Serve as the primary operational liaison for assigned clients post ... Reporting * Track and manage key performance indicators (e.g., turnaround times, service levels ...
Manager - Client Operations
Tyler, TX · On-site
$126K/yr
Client Relationship Management * Serve as the primary operational liaison for assigned clients post ... Reporting * Track and manage key performance indicators (e.g., turnaround times, service levels ...
Manager - Client Operations
Tyler, TX · On-site
$126K/yr
Client Relationship Management * Serve as the primary operational liaison for assigned clients post ... Reporting * Track and manage key performance indicators (e.g., turnaround times, service levels ...
Senior Client Service Manager, Client Experience
Austin, TX · On-site
$147K - $198K/yr
We are seeking a Senior Manager to support the execution of our feedback program(s) and to help ... Reporting to the Director of Client Service, you will act as a primary architect of the client ...
Senior Client Service Manager, Client Experience
Austin, TX · On-site
$147K - $198K/yr
We are seeking a Senior Manager to support the execution of our feedback program(s) and to help ... Reporting to the Director of Client Service, you will act as a primary architect of the client ...
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 ...
Work closely with Client, Senior Consultants, and Project Managers to understand client business requirements and define best practice reporting solutions on the Intacct Platform. Test for ...
Work closely with Client, Senior Consultants, and Project Managers to understand client business requirements and define best practice reporting solutions on the Intacct Platform. Test for ...
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 ...
Work closely with Client, Senior Consultants, and Project Managers to understand client business requirements and define best practice reporting solutions on the Intacct Platform. Test for ...
Work closely with Client, Senior Consultants, and Project Managers to understand client business requirements and define best practice reporting solutions on the Intacct Platform. Test for ...
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, and why are they important?
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:
Full-time
Posted 18 days ago
Job description
Firm Overview:
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.
Job Description Summary:
Job Description SummaryAnalysts in the Client Reporting Group are responsible for all aspects of monthly and quarterly performance report production across multiple asset classes including coordination with multiple parties, data input, reconciliation, client report administration, exhibit generation, quality control, and performance analysis. The position is operations focused and includes back/middle-office responsibilities to support Cambridge Associates' multiple services. Primary groups the Client Reporting Group interacts with include internal Investment Teams, Portfolio Implementation Management, Investment Operations, Data Processing, internal contractors, and external clients.
Key Responsibilities:
Provide superior client and investment team service
Ensure accurate and timely performance reporting deliverables
Be innovative and solutions-oriented
Promote clear and concise communication to all relevant parties
Job Description:
Primary Responsibilities:
Effectively coordinate working with offshore contractors to complete designated reporting tasks, while still being responsible for the oversight of client work and the understanding of reporting concepts and components
Collaborate with other operations groups to complete shared processes as part of report preparation, including confirmation and oversight of transactions, changes to the client's investment portfolio, data readiness, benchmark updates, and changes to the upcoming reporting deliverable
Own client portfolio administration including setup and maintenance of each assigned client's performance reporting profile/settings within proprietary applications for report generation and downstream data consumption by internal groups.
Investigate and resolve data gaps/discrepancies and maintain monthly data integrity through extensive quality control procedures.
Conduct total portfolio reconciliation of all underlying investment data for each assigned client to ensure data accuracy and completeness prior to report generation.
Configure and generate total portfolio and private investment reports via propriety applications and complete quality assurance processes
Maintain relationships with internal stakeholders, providing professional customer service and utilizing internal resources to effectively respond to inquiries
Participate in activities and process in support of broader department objectives. Opportunities include mentorship, training programs, and application development
We Offer:
2-week onboarding training program, as well as structured mentorship. Continuing education opportunities, including employee guided learning opportunities and support for the CFA, CAIA, CIPM, and other professional designations
Team-based work structure, which supports an environment where immediate contributions can be made and ongoing learning is encouraged and fostered through interactions with colleagues across multiple groups, office locations, and experience levels
Exposure to robust data platform expanding across public and private asset classes and learning about institutional client investments portfolios
Opportunity to join peer-led auxiliary teams to strengthen project management and leadership experience
Opportunity to join our community service activities and other events to promote team collaboration and corporate citizenship
Qualifications:
Bachelor's degree (any major) and 1 year of related internship and work experience; minimum GPA of 3.0 preferred
The ability to operate in a highly productive, customer service-oriented environment
A keen eye for detail, strong organizational skills, and ability to manage multiple deadlines
Effective written and oral communication skills
The ability to work independently and collectively as part of a team
An interest in finance and desire to learn more about the operational side of investments industry
Strong computer skills with knowledge of Microsoft Office Suite, specifically Excel
Eligibility to work in the U.S. without sponsorship or restriction now and in the future
Base salary range for this role:
Pay Range Minimum:
63700Pay Range Maximum:
82800In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.