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Manager Client Reporting Jobs in Houston, TX (NOW HIRING)

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 ...

By delivering the combined power of our distinctive investment management capabilities, we provide ... Reporting Strategy & Delivery * Lead all client and product reporting activities, including ...

Reports to: VP of Customer Success Location: On-site; Falls Church, VA or Houston, TX Employment ... Manager, Client Onboarding leads a team of up to eight Onboarding Specialists, many working ...

Reports to: VP of Customer Success Location: On-site; Falls Church, VA or Houston, TX Employment ... Manager, Client Onboarding leads a team of up to eight Onboarding Specialists, many working ...

Summary The Manager, Client Accounts, working in collaboration with and in support of the firm ... Meets regularly with individual direct reports, provides coaching and training to team, recognizes ...

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Manager Client Reporting information

See Houston, TX salary details

$62.1K

$129.7K

$143.7K

How much do manager client reporting jobs pay per year?

As of Aug 8, 2026, the average yearly pay for manager client reporting in Houston, TX is $129,687.00, according to ZipRecruiter salary data. Most workers in this role earn between $132,700.00 and $132,700.00 per year, depending on experience, location, and employer.

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

AspectManager Client ReportingClient Service Manager
Primary FocusPreparing and analyzing client reports, data accuracy, reporting processesManaging client relationships, service delivery, client satisfaction
Required SkillsData analysis, reporting tools, financial knowledgeCommunication, client management, problem-solving
Work EnvironmentFinance, banking, investment firmsFinancial services, consulting, asset management
CertificationsFinancial certifications (e.g., CFA, CPA) often preferredCustomer 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 Houston, TX? For Manager Client Reporting jobs in Houston, TX, the most frequently searched job titles are:

CLO Client Reporting Specialist

BNY

Houston, TX โ€ข On-site

Other

Re-posted 18 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 pillarsโ€”Be More for our Clients, Run our Company Better, and Power our Cultureโ€”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.