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Manager Client Reporting Jobs (NOW HIRING)

BNY

CLO Client Reporting Specialist

Houston, TX · On-site

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 ...

City National Bank

Manager - Client

Commerce, CA · On-site

MANAGER - CLIENT City of Commerce Branch WHAT IS THE OPPORTUNITY? The Client manager is responsible ... Facilitate their direct reports achievement of new client acquisition and cross-sell goals WHAT ...

City National Bank

Manager - Client

Beverly Hills, CA · On-site

... reports achievement of new client acquisition and cross-sell goals WHAT WILL YOU DO? * COLLEAGUE MANAGEMENT * Proactively guides colleagues and teams to achieve results, accurately assesses strengths ...

City National Bank

Manager - Client

Santa Monica, CA · On-site

... reports achievement of new client acquisition and cross-sell goals WHAT WILL YOU DO? * COLLEAGUE MANAGEMENT * Proactively guides colleagues and teams to achieve results, accurately assesses strengths ...

City National Bank

Manager - Client

Santa Monica, CA · On-site

Facilitate their direct reports achievement of new client acquisition and cross-sell goals WHAT WILL YOU DO? COLLEAGUE MANAGEMENT * Proactively guides colleagues and teams to achieve results ...

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Manager Client Reporting information

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$65K

$135.8K

$150.5K

How much do manager client reporting jobs pay per year?

As of Jul 2, 2026, the average yearly pay for manager client reporting in the United States is $135,801.00, according to ZipRecruiter salary data. Most workers in this role earn between $139,000.00 and $139,000.00 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, 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.
More about Manager Client Reporting jobs
What cities are hiring for Manager Client Reporting jobs? Cities with the most Manager Client Reporting job openings:
What are the most commonly searched types of Client Reporting jobs? The most popular types of Client Reporting jobs are:
What states have the most Manager Client Reporting jobs? States with the most job openings for Manager Client Reporting jobs include:
What job categories do people searching Manager Client Reporting jobs look for? The top searched job categories for Manager Client Reporting jobs are:
Manager Client Reporting jobs near you
Infographic showing various Manager Client Reporting job openings in the United States as of June 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $135,801 per year, or $65.3 per hour.

CLO Client Reporting Specialist

BNY

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

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.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

 Here's a few of our recent awards:

  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

    Our Benefits and Rewards:

    BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

    BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

    BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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