Investment Reporting Associate

EARNEST Partners•Atlanta, GA

About The Position

The Investment Reporting Associate owns the full lifecycle of institutional client reporting, from validating investment data and managing pipelines through producing and delivering client-facing performance packages. The role combines investment reporting with data systems, ensuring clients receive accurate, timely, well-structured performance information while continuously improving the workflows and systems that produce it. The associate will work across investment data platforms and reporting workflows, using SQL, Python, automation, and AI-assisted tools to improve reporting production and controls. The position offers broad exposure to Investment, Product Management, Technology, and Compliance, with responsibility for reporting workflows that connect these teams to clients.

Requirements

Experience in investment data, analytics, or institutional client reporting within asset management or a closely related investment-management environment.
Working knowledge of investment data concepts, including performance, attribution, positions, and risk, and understanding of how data integrity failures affect client information and interpretation.
Production-grade hands-on proficiency in SQL and Python for data extraction, validation, transformation, and workflow automation.
Comfort working across reporting and data-visualization tools, including AI-native environments, and a willingness to adopt better approaches over established ones.
Exposure to financial data platforms such as FactSet, Bloomberg, FIS, or similar, and comfort navigating real-world data environments.
Strong analytical mindset and ability to identify inefficiencies, evaluate tradeoffs, and propose solutions.
Clear written and verbal communication, including the ability to translate technical findings into plain language for investment, operations, and client-facing stakeholders.
Ownership of reporting accuracy and timely delivery.

Nice To Haves

Experience with workflow tools, automation, analytics, or process-improvement initiatives.
Depth of curiosity, adaptability, and learning orientation.

Responsibilities

Redesign and automate institutional client reporting workflows by mapping monthly, quarterly, and annual cycles, identifying manual steps and bottlenecks, and building auditable replacements in Python and SQL.
Build and improve reporting pipelines connecting portfolio, performance, and risk source systems to client reporting outputs, maintaining single-source-of-truth alignment across teams.
Deploy AI-assisted tools to accelerate report production, including data validation, exception flagging, and narrative drafting.
Own end-to-end production of client deliverables, including performance attribution, account summaries, and consultant reporting packages, ensuring accuracy and on-time delivery.
Strengthen reporting databases, reference tables, and reconciliation controls; investigate and resolve investment-data discrepancies and enforce data-governance standards.
Design client report templates and presentation formats for clarity and usability.
Partner with Investment, Product Management, Technology, and Compliance teams to gather requirements, fulfill custom client reporting requests, and coordinate cross-functional delivery.