Client Analytics and Reporting Manager

Focus Partners Wealth•Chicago, IL

About The Position

The Client Analytics and Reporting Manager develops, maintains, and enhances client reporting deliverables and solutions within the firm’s portfolio accounting and reporting platform. The role works closely with Operations, Advisors, Alternatives, and other cross-functional partners to address evolving client reporting needs, provide analytical and technical expertise, and improve the firm’s client reporting capabilities. The position calls for technical proficiency with reporting platforms and a strong understanding of portfolio accounting, performance reporting, investment operations, and data quality. The successful candidate is analytical, intellectually curious, highly detail-oriented, and able to independently investigate issues, prioritize competing needs, and develop practical solutions while building cross-functional relationships and maintaining strong service to advisors and clients. This is an exempt position. The annualized base salary range is $110,000–$125,000. Actual base pay may vary based on factors including experience, subject matter expertise, geographic location, and skills. Compensation may also include an annual cash bonus and benefits such as medical, dental, vision, life insurance, and a 401(k). The job title may change based on the selected candidate’s experience and education.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
5–7 years of experience in investment reporting, performance reporting and analytics, investment or portfolio operations, data quality, or related financial services functions.
Experience working with portfolio accounting and reporting platforms.
Strong understanding of portfolio accounting, investment reporting, performance reporting, and data quality concepts.
Strong analytical and problem-solving skills, including the ability to investigate issues independently, evaluate information, exercise sound judgment, and determine appropriate solutions.
Ability to manage processes and multiple competing priorities while consistently meeting deadlines.
Ability to work independently with limited direction and recognize when to engage appropriate stakeholders.
Strong communication skills and ability to build effective cross-functional relationships.
Exceptional attention to detail and commitment to accurate, meaningful reporting.
Proactive, intellectually curious, solutions-oriented, and service-focused approach.

Nice To Haves

Experience within wealth management, an RIA, family office, or similar investment management environment.
Experience with platforms such as Addepar, Orion, Black Diamond, Tamarac, or similar solutions.

Responsibilities

Own the development, production, and ongoing enhancement of client reporting deliverables, including recurring and ad hoc reports, dashboards, visualizations, and reporting views.
Partner with advisors and cross-functional teams to understand evolving reporting needs and develop scalable solutions that support client and business requirements.
Independently investigate reporting issues, data discrepancies, and complex requests; identify practical solutions and engage appropriate stakeholders as needed.
Monitor and validate portfolio, performance, benchmark, and other data supporting client reporting, including oversight of critical external data dependencies.
Improve reporting processes, workflows, and standards, including supporting implementation and testing of new platform capabilities and enhancements.
Support client onboarding, reporting configuration, documentation, and best practices.
Respond to complex advisor or client reporting inquiries.