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Reporting Associate Jobs (NOW HIRING)

Partners Capital

Client Reporting Associate

Boston, MA · On-site

The Client Reporting Associate is responsible for supporting the preparation, validation, and delivery of high-quality investment performance reports and materials to clients. This role ensures ...

Partners Capital

Client Reporting Associate

Boston, MA · On-site

The Client Reporting Associate is responsible for supporting the preparation, validation, and delivery of high-quality investment performance reports and materials to clients. This role ensures ...

GMO

Marketing Reporting Associate

Boston, MA · On-site

$80/hr

Position Overview The Marketing Reporting Associate creates client, prospect, and consultant reporting, including due diligence questionnaires and RFPs, and maintains detailed firm and investment ...

Gmo Llc

$80 - $100/hr

Position Overview The Marketing Reporting Associate creates client, prospect, and consultant reporting, including due diligence questionnaires and RFPs, and maintains detailed firm and investment ...

Gmo Llc

Marketing Reporting Associate

Boston, MA · On-site

$80 - $100/hr

Position Overview The Marketing Reporting Associate creates client, prospect, and consultant reporting, including due diligence questionnaires and RFPs, and maintains detailed firm and investment ...

Prudential

Financial Reporting Associate

Newark, NJ · On-site

$57K - $94K/yr

We're seeking an Accounting Implementation-Financial Reporting Associate ready to innovate and grow with us. As part of the Corporate Controllers Department and the CFO Organization of PFI, the ...

New

Point72

Fund Reporting Associate

New York, NY · On-site

$110K - $125K/yr

Build and enhance scalable fund reporting processes and controls that support growth, increase accuracy, and reduce operational risk * Prepare and review interim and year-end financial statements for ...

DAILYLOOK

Financial Reporting Associate

Los Angeles, CA · On-site

$85K - $100K/yr

Financial Reporting Associate Los Angeles, CA, USA (on-site, not hyrbid or remote) Pay Range: $85,000-$100,000 Exempt DailyLook, a subsidiary of Victoria's Secret & Co. (NYSE: VSCO) since being ...

GMO

Marketing Reporting Associate

Boston, MA · On-site

$80K - $95K/yr

Position Overview The Marketing Reporting Associate creates client, prospect, and consultant reporting, including due diligence questionnaires and RFPs, and maintains detailed firm and investment ...

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Reporting Associate information

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$11K

$68.4K

$140K

How much do reporting associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for reporting associate in the United States is $68,448.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $87,500.00 per year, depending on experience, location, and employer.

What is a reporting associate?

Reporting Associates are professionals responsible for collecting, analyzing, and presenting data to support business decision-making. They prepare regular and ad-hoc reports, ensuring data accuracy and clarity for stakeholders. Reporting Associates often work with data management tools and collaborate with various teams to meet reporting requirements and improve data processes. Their role is crucial in helping organizations monitor performance and identify trends or issues.

What are the key skills and qualifications needed to thrive as a reporting associate?

To thrive as a Reporting Associate, you need strong analytical abilities, attention to detail, and proficiency in data management, typically supported by a degree in business, finance, or a related field. Familiarity with data analysis tools such as Excel, SQL, and business intelligence platforms like Tableau or Power BI is commonly required. Excellent communication, problem-solving, and time management skills help you deliver accurate reports and collaborate effectively across teams. These skills and qualities are vital for providing actionable insights, ensuring data integrity, and supporting informed decision-making within an organization.

What are some common challenges reporting associates face when managing multiple data requests from different departments?

Reporting Associates often juggle simultaneous requests from finance, marketing, operations, and other departments, each with unique data needs and deadlines. Prioritizing these requests while ensuring accuracy and consistency can be challenging, especially when source data is incomplete or systems are not fully integrated. Effective communication and strong project management skills are essential for clarifying requirements, managing expectations, and delivering meaningful reports on time. Over time, Reporting Associates typically develop efficient workflow strategies and build strong cross-functional relationships to streamline these processes.

What is the difference between Reporting Associate vs Data Analyst?

AspectReporting AssociateData Analyst
Required CredentialsBachelor's degree in Business, Finance, or related fieldBachelor's or Master's in Data Science, Statistics, or related field
Work EnvironmentCorporate offices, finance, or marketing departmentsData-driven teams, IT departments, consulting firms
Employer & Industry UsageFinancial services, healthcare, retailTech companies, consulting, finance, healthcare
Common Search & ComparisonReporting Associate vs Data Analyst

The main difference between a Reporting Associate and a Data Analyst lies in their focus. Reporting Associates primarily generate reports, monitor data, and support decision-making through standardized reports. Data Analysts, on the other hand, analyze data more deeply, identify trends, and provide insights to inform strategic decisions. Both roles require strong analytical skills and familiarity with data tools, but Data Analysts typically have more advanced data modeling and statistical expertise.

What cities are hiring for Reporting Associate jobs?

Cities with the most Reporting Associate job openings:

What are the most commonly searched types of Reporting jobs?

The most popular types of Reporting jobs are:

What states have the most Reporting Associate jobs?

States with the most job openings for Reporting Associate jobs include:

Reporting Associate jobs near you
Infographic showing various Reporting Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $68,448 per year, or $32.9 per hour.

Reporting Associate

Beacon Pointe Advisors LLC

Newport Beach, CA

$65K - $75K/yr

Full-time

Posted 6 days ago

Job description

Job Description

We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Reporting Associate. The Reporting Associate will be responsible for helping maintain the firm’s data for performance reporting and providing support for internal projects. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s growing user base.

Responsibilities

  • Input and updating of client information into various internal systems.
  • Manage external resources who assist with the New Account Setup process and ensure it is done according to the firm’s policies & procedures.
  • Conduct various audits to ensure data accuracy.
  • Monitor data synchronization between reporting system and CRM.
  • Oversee the firm’s reporting & billing cycles, execution and delivery of reports, and auditing and maintenance of performance issues.
  • Daily research and assignment of security classifications utilizing various sources of information.
  • Manage and support the custom process of reporting on Alternative Investments.
  • Handle incoming CRM queue inquiries from field offices, related to the troubleshooting and review of complex account and data discrepancies.

Qualifications

  • Undergraduate degree required (bachelor’s degree in Analytics, Finance, or Business preferred).
  • 1 - 2+ years of relevant reporting and operations experience (Tamarac & Salesforce CRM experience highly preferred).
  • Proficiency in Microsoft Office applications (advanced Excel skills preferred).
  • Proficiency in working with multiple data sets and databases.
  • Advanced technical aptitude & superior troubleshooting skills.
  • Strong commitment to detail with excellent organization and prioritization skills.
  • Proven ability to work in a fast-paced, evolving work environment.
  • Excellent interpersonal and verbal/written skills.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.