Job Description

Reporting Manager

Reports to: CTO

Status : Exempt

Type: Remote or Hybrid

We are looking for a strategic and hands-on Reporting Manager to oversee the firm's client and investor reporting infrastructure. This role involves leading a team responsible for client portals, investor reporting, and alternative investment data. The ideal candidate will be innovative and forward-looking, with a passion for optimizing workflows and delivering exceptional service through reporting solutions.

Responsibilities:

• Oversee the configuration, maintenance, and enhancement of the firm’s reporting tools and systems.
• Lead a team supporting investor reports, client portals, and alternative investment reporting.
• Collaborate with the CTO to drive platform improvements, integrations, and data workflows.
• Partner with internal reporting and operations teams to resolve inquiries and enhance reporting outputs.
• Identify inefficiencies in reporting processes and develop solutions in collaboration with peers across the firm.
• Ensure reporting standards are aligned with firm goals and meet compliance and service-level expectations.
• Help create and partner with practice management as it relates to training and best practices.

Skills and Experience:

• 3-5 years of experience in reporting, data operations, or client-facing investment reporting roles.
• Experience with client portal technologies and alternative investment reporting is preferred.
• Strong leadership and project management capabilities.
• Analytical mindset with a continuous improvement approach.
• Excellent collaboration and communication skills.

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