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AWM - Operations - AM Reporting Ops - Analyst

Spectraforce Technologies
United States, Utah, Salt Lake City
May 17, 2025
Job Title: AWM - Operations - AM Reporting Ops - Analyst Location: Salt Lake City, UT, 84101 Duration: 6 months Summary: The Institutional and Fund Reporting team sits within the Asset Management Division and has primary responsibility for all aspects of executing a strategic and centralized approach to reporting across the division. This includes preparing customized reports for our Institutional clients and coordinating the collection, packaging and delivery of mutual fund and composite data to fund investors and regulatory bodies, as well as commentary, for internal and external clients and financial data providers. The team partners with multiple stakeholders in the Asset Management Division (AMD) to meet our client needs when it comes to reporting. This involves working in collaboration with multiple teams across the division from the time we onboard a client and/or launches a new fund throughout the lifecycle of the mandate or pooled vehicle in every asset class. The team is focused on supporting growth and retention of assets through the production of world class bespoke client reports driven by client demands and global market data and performance reporting services. We work in a fast paced/deadline driven environment to deliver a high volume of fund materials and reports on a re-occurring basis to the various distribution channels we support. We strive to build workflows that ensure end to end controls from a data governance perspective to distribution and automation. We provide oversight and validation of how products are reflected on web sites, as well ensure data reported is accurate, timely and complete. Key components to our success are our strong relationships with the following partner teams throughout : Sales, Client Relationship Management, Portfolio Management, Technology, Global Consultants, Product Strategy, Legal and Compliance. Duties: Holistic ownership and understanding of client reporting requests to meet our clients and investors needs and obligations. Ensure data accuracy in the reports we provide to clients and create a controlled environment for investment management process. Preparation and delivery of client reports and fund materials that is accurate, timely and complete. Apply process reengineering methodologies to create efficiencies and automation opportunities in executing the team strategy and tactical solutions. Takes responsibility for maintaining and continuously improving fund materials that are both channel and product-specific. Actively seeks to drive business results by identifying opportunities to strengthen our internal controls for client reporting and products. Liaises with product management teams to communicate product data in fund materials and institutional client reports. Liaises with different internal groups, of all levels, including sales/marketing, client relationship management, Technology and compliance to meet our reporting obligations. Executes independent projects to automate deliverables and enhance team efficiency. Must Haves: Bachelors / Undergraduate degree required (BA, BS, BBA, B.Com or equivalent). Demonstrate strong communication and interpersonal skills both written and oral. Strong sense of attention to details. Very strong financial risk awareness. Strong analytical and logical skills. Forward thinking, with the ability to assert new ideas and follow them through. Ability to multi-task and meet multiple deadlines. Be highly collaborative and team-oriented. Proficient in Microsoft Office, specifically Excel and PowerPoint. Preferred Skils: Business Intelligence Tools like Alteryx, Tableau, QLIK, Nprinting, etc. Business / commerce degree from recognized institutes with an exposure in Finance. Experience with client reporting. Knowledge of Asset Management business and Financial Services industry.