Senior Client Reporting Analyst

Our client in the investment banking industry is looking for a Senior Client Reporting Analyst to join their team in Los Angeles County


Job Description:

  • Provide comprehensive investment reporting
  • Prepare portfolio characteristics, portfolio attribution, investment commentary and organizational statistics
  • Help monitor the integrity of information, investigate and resolve discrepancies
  • Provide data expertise to Client Service and Sales and Marketing teams
  • Support enterprise wide initiatives and strategic objectives


  • CFA license preferred
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to adapt to changing priorities
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic


  • Bachelor’s degree in business, finance, economics or related field and a minimum of 5 years’ relevant experience

Ref #25959

Dora DangSenior Client Reporting Analyst