Client Reporting Analyst

Voya Financial • Atlanta, GA

2d • $90,000 - $105,000

About The Position

The Client Reporting Analyst designs, builds, maintains, and delivers high-quality investment reports for institutional clients. The position focuses on report development using SimCorp Coric or similar dynamic reporting tools, together with the data analysis and problem-solving needed to support accurate and effective client reporting.

The analyst works across Client Service, Operations, Data, and Technology to translate business requirements into clear, professional client reports. The role calls for hands-on report development experience, attention to report design and presentation, and an understanding of the underlying data and calculations.

Requirements

• Bachelor’s degree required.
• At least 3 years of experience in client reporting, report development, business intelligence, or a similar reporting role.
• Demonstrated experience designing and building data-driven reports, rather than only producing or reviewing completed reports.
• Strong report design skills and ability to create clean, professional, client-ready output.
• Experience building report templates, variables, calculations, conditional content, and other report logic.
• Ability to work with large data sets and understand how source data, calculations, and report output connect.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Strong analytical, problem-solving, and communication skills.

Nice To Haves

• A degree concentration in Finance, Accounting, Business, Computer Science, Information Systems, or a related field.
• Financial services or asset management experience.
• Hands-on experience with SimCorp Coric; experience with similar dynamic reporting or document generation platforms will also be considered.
• Working knowledge of SQL.
• Experience with Power BI, WebFOCUS, or similar reporting tools.
• Experience using AI or automation tools such as Microsoft Copilot, GitHub Copilot, or Power Automate for reporting, development, testing, documentation, or process improvement.
• Understanding of investment reporting concepts such as holdings, performance, attribution, and portfolio characteristics.

Responsibilities

• Design, build, and maintain client reports using SimCorp Coric and other reporting platforms.
• Create professional, client-ready reports that present investment information clearly and consistently.
• Build report templates, layouts, variables, calculations, conditional content, and other report logic.
• Work with Client Service, Operations, Data, and Technology teams to understand reporting needs and develop working reporting solutions.
• Understand and validate report data, including holdings, performance, attribution, portfolio characteristics, and other investment data.
• Investigate and resolve report issues by reviewing source data, calculations, report logic, formatting, and production processes.
• Test reports and perform quality control to ensure accuracy, consistency, and high-quality client presentation.
• Improve and automate reporting processes using tools such as Microsoft Copilot, GitHub Copilot, Power Automate, SQL, Power BI, WebFOCUS, and Excel.
• Use AI and automation tools where appropriate to support report development, testing, documentation, data analysis, and process improvements.
• Maintain documentation for report requirements, data sources, calculations, templates, testing, and production processes.
• Support new client reporting needs, report redesigns, platform upgrades, ad hoc requests, and other Client Reporting initiatives.

Benefits

• Health, dental, vision, and life insurance plans.
• 401(k) Savings plan with company matching contributions up to 6%.
• Employer-paid Voya Retirement Plan cash balance plan (4%).
• Tuition reimbursement up to $5,250 per year.
• Paid time off, including 20 days of paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.
• Incentive opportunities, which may include annual cash incentives, sales incentives, and/or long-term incentives based on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level