Bi Commercial

60 jobs near Columbus, OH

Python Developer at Columbus, OH

Columbus, OH · On-site

$48.50 - $67/hr

Role: Python Developer Location: Columbus, OH "Highly experienced Python software engineer who is looking for a challenging role where he/she can learn lots more and work on exciting projects in a ...

OpenShift Engineer at Iselin, NJ

Iselin, NJ · On-site

$53.50 - $73.25/hr

Role: Openshift Engineer Location: Iselin, NJ * 7+ years of -hands-on experience establishing SecDevOps and CI/CD pipelines from scratch for enterprise solutions -hands-on experience leading and ...

Role: Tandem Developer Location: Remote Essential Job Responsibilities: * * Analyze and evaluate complex business problems and their impact within transaction processing and back-office application ...

Laser Welder

Chelmsford, MA · On-site

$30 - $33/wk

6 Months Contract, Possible temp to perm Shift: Day shift, Full-Time (M-TH) 6:00 AM - 4:30 PM, with possibility for Overtime Pay Range : $30.00 - $33.00/hour * Seeking a Laser Welder for a leading ...

Java FSD

Wilmington, DE · On-site

$49.50 - $64/hr

Role: Java FSD Location: Wilmington, DE * Java: 80% AWS: 20% JD: Java FSD with AWS An FSD/FSPE has an "end to end product" mindset - design, implementation, testing and deployment, and adds an ...

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Institutional Client Reporting SME at New York City, NY (4 Days Onsite - Hybrid)

BI-Commercial

New York, NY • On-site

Contractor

Re-posted 25 days ago


Job description

Title: Institutional Client Reporting SME

Location: New York City, NY (4 Days Onsite – Hybrid)

Job Description:

The Institutional Client Reporting SME will lead the design, modernization, and implementation of reporting solutions for institutional client base. This role requires deep knowledge of institutional asset-management operations, data flows, performance measurement, and client communication standards. The SME will partner with technology, operations, client service, and compliance teams to deliver scalable, insight-driven, and regulatory-compliant reporting capabilities.

Key Responsibilities

1. Reporting Strategy & Design

  • Define the target-state client reporting model for institutional clients across asset classes (equities, fixed income, alternatives, multi-asset).
  • Develop a taxonomy of client reports (performance, risk, ESG, consultant templates, regulatory).
  • Translate client and consultant requirements into functional specifications for reporting platforms (e.g., Aladdin, SimCorp, Eagle, Power BI, Tableau).
  • Lead workshops with Client Service, Operations, and IT to identify gaps and harmonize reporting standards globally.

2. Data & Process Enablement

  • Define data sourcing and golden-source architecture for holdings, benchmarks, ESG, and performance data.
  • Partner with data-engineering teams to design semantic layers, data marts, and report automation pipelines.
  • Ensure controls for data integrity, reconciliation, and lineage across systems.
  • Support automation of commentary generation using GenAI/NLG tools where appropriate.

3. Governance & Compliance

  • Ensure alignment with GIPS, AIFMD, SFDR, Solvency II, and other relevant reporting regulations.
  • Establish and maintain reporting governance frameworks (SLAs, data quality KPIs, audit trails).
  • Oversee internal and external report validation processes.

4. Client Experience & Delivery

  • Collaborate with Client Service teams to deliver customized, insight-driven reporting packs and dashboards.
  • Drive implementation of client portals or digital dashboards for on-demand access.
  • Develop standardized templates and automated commentary for portfolio reviews.
  • Act as the subject-matter liaison during client and consultant reviews to represent NB’s reporting capabilities.

5. Change Management & Stakeholder Engagement

  • Partner with transformation and technology teams to implement new reporting platforms and workflows.
  • Provide subject-matter guidance on vendor selection, RFP responses, and proof-of-concepts.
  • Train internal teams on best practices and evolving institutional reporting trends.
  • Serve as a trusted advisor to senior leadership on client reporting innovation and market benchmarking.

Qualifications

  • 9 + years in institutional client reporting, performance analytics, or investment operations within a global asset-management or consulting firm.
  • Proven track record of delivering reporting modernization or data-transformati
    on projects.
  • Deep familiarity with multi-asset and alternative investment products.
  • Experience working with or integrating tools such as Aladdin, SimCorp, Eagle, Markit EDM, Power BI, Tableau, Arcadia, Salesforce, or Python-based reporting pipelines.
  • Bachelor’s or master’s degree in finance, Economics, Computer Science, Engineering, or related field.
  • CFA, CIPM, or FRM certification is a strong plus.

Technical / Domain Skills:

  • Strong understanding of investment data models (positions, transactions, performance, benchmarks).
  • Working knowledge of SQL, Excel, VBA, or data visualization tools for prototyping.
  • Knowledge of regulatory and industry standards (GIPS, SFDR, AIFMD, Solvency II, ESG KPIs).
  • Familiarity with automation, data-governance, and AI-driven reporting tools is preferred.

Soft Skills

  • Excellent stakeholder management and client-communication skills.
  • Analytical, detail-oriented, and comfortable navigating complex data environments.
  • Strategic thinker with ability to translate business requirements into technology-enabled solutions.
  • Strong presentation skills — able to interact confidently with senior management and clients.