Client Reporting Analyst

Voya Financial • Atlanta, GA

1d

About The Position

The Client Reporting Analyst designs, builds, maintains, and delivers high-quality investment reports for institutional clients. The role focuses on developing reports with SimCorp Coric or similar dynamic reporting tools, while applying data analysis and problem-solving to support accurate, effective client reporting. The analyst works with Client Service, Operations, Data, and Technology teams to translate business requirements into clear, professional client reports.

The position requires hands-on report development, strong report design and presentation skills, and an understanding of the data and calculations underlying reports. The analyst also supports new reporting needs, report redesigns, platform upgrades, ad hoc requests, and other Client Reporting initiatives.

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, not only producing or reviewing completed reports.
• Strong report design skills and the 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 the relationship between source data, calculations, and report output.
• 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.
• Collaborate with Client Service, Operations, Data, and Technology teams to understand reporting needs and create working 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 benefit of 4%.
• Tuition reimbursement up to $5,250 per year.
• Paid time off, including 20 days of PTO, 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 depending on the role.

What This Job Offers

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