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Asset Management Client Reporting Specialist

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Delta-Capita
Full Time position
Listed on 2026-08-21
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below

Delta Capita is seeking a Client Reporting Analyst in Dallas to produce and quality-check client reports for institutional and wealth mandates. You will validate data feeds from portfolio accounting and performance systems, resolve data breaks, and maintain templates with compliant disclosures, working closely with PM, performance, and relationship teams.

This role targets a detail-oriented professional aspiring to build a career in asset management operations, gaining exposure to reporting

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