Senior Client Reporting Analyst

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


Job Description:

  • Prepare investment reporting to clients
  • Help monitor the integrity of information, investigate and resolve discrepancies
  • Assist with and strategic objectives



  • CFA designation preferred
  • Experience in the financial services, investment management or related industries
  • 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 work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Able to adapt to changing priorities
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in business, finance, economics or related field and a minimum of 3 years’ relevant experience

Ref #23309

Dora DangSenior Client Reporting Analyst