Institutional Client Reporting SME

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-transformation 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.