Institutional Client Reporting SME - W2 Job New York New York USA,IT/Tech

Position: Institutional Client Reporting SME - ONLY W2
Location: New York

Institutional Client Reporting SME – ONLY W2

Location: New York City, NY (4 Days Onsite – Hybrid)

Employment Type: W2 (Only W2)

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.

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, Sim Corp, 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.

Seniority level: Mid‑Senior level

Job function: Other

Industry: IT Services and IT Consulting

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