Investment Reporting Specialist

American Century Investments • Kansas City, MO

3d • Hybrid

About The Position

American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct 40% of our dividends every year—over $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you’re excited to learn more about us, we can’t wait to learn more about you. Role Summary The Investment Reporting Specialist plays a critical role in supporting and enhancing the investment reporting function. This position is responsible for delivering accurate and timely investment data and analytics to internal and external stakeholders, including senior leadership, fund boards, and clients. The senior specialist is expected to demonstrate advanced analytical capabilities, lead initiatives, and mentor junior team members. This role reports to the Business Reporting Manager. This hybrid position will be based out of our Kansas City, MO office. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

Requirements

• Bachelor’s degree in Business, Finance, Mathematics, Statistics, Economics, or Accounting.
• Proven problem-solving and analytical skills with the ability to identify and correct data anomalies.
• Strong experience with Excel, macros, and graphing features.
• Technically adept with automated systems and eager to learn new technology.
• Self-starter who shows initiative in their individual tasks but still works in a team environment.
• Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.

Nice To Haves

• Advanced degree (or enrollment in) (MBA) or CFA designation preferred.
• Knowledge of the investment industry, financial markets, economics and finance, and different types of securities.
• Experience with reporting tools.
• Operating knowledge of relational databases, technology & concepts.
• Knowledge of AWS (Amazon Web Services) tools Glue, Brew, Athena, and S3 (preferred).

Responsibilities

• Lead the development and delivery of standard and customized investment reports, including compositions, characteristics, and attribution for portfolios and benchmarks.
• Ensure accuracy and timeliness of investment data by performing advanced analytical reviews and resolving data inconsistencies.
• Design and implement creative reporting solutions using enterprise systems such as FactSet.
• Serve as a subject matter expert on technical performance concepts and attribution models.
• Collaborate with cross-functional teams to define and meet enterprise-wide and client-specific reporting requirements.
• Ensure compliance with data security protocols and licensing agreements for proprietary and benchmark data.
• Mentor and guide junior specialists, fostering skill development and knowledge sharing.
• Initiate and lead process improvement projects to enhance reporting efficiency and data quality.
• Drive execution of initiatives and ensure alignment with strategic objectives.
• Identify and prepare for emerging risks affecting reporting processes and data integrity.

Benefits

• Competitive compensation package with bonus plan
• Generous PTO and competitive benefits
• 401k with 5% company match plus annual performance-based discretionary contribution
• Tuition reimbursement, formal mentorship program, live and online learning

What This Job Offers

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