Sr. Reporting Associate

Summary

The Senior Reporting Associate is a key member of the Reporting Team, responsible for producing, maintaining, and distributing recurring and ad hoc reports for clients, consultants, and prospects. This role focuses on ensuring the timely delivery and accuracy of reporting deliverables, maintaining report details in internal tracking systems, and supporting the overall reporting infrastructure through quality control and process management.

Working closely with internal stakeholders, the associate will publish reports to the Client Reporting Portal, manage vendor relationships, and contribute to new report development and enhancements. The role also supports broader reporting needs such as the preparation of presentation materials, factsheets, and client/consultant questionnaires.

This position requires strong organizational and time management skills, attention to detail, and the ability to handle multiple priorities under tight deadlines. The associate is expected to become a subject matter expert in reporting tools and systems, ensuring accuracy, consistency, and continuous improvement across all reporting functions.

Primary Duties and Responsibilities

• Produce and disseminate recurring and ad hoc client, consultant, and prospect-driven reporting deliverables. Meeting all internal and external deadlines for reporting, adhering to weekly, monthly, and quarterly schedules.
• Within a timely manner, publish all reports to the Client Reporting Portal and send email notifications to clients via the portal. For clients with specific deliverable requests, ensure that all requirements are met.
• Maintain report details in the Report Tracking System, including report type, deadlines and portal details within the Report Tracking system.
• Maintain reporting requirements within the Client Reporting Portal.
• Perform operational tasks and activities to support management of task list and client follow ups.
• Collaborate with and support other team members on new report creation and other projects.
• Become a subject matter expert on relevant client reporting tools and data applications.
• Maintain quality control, ensuring on-time delivery and report accuracy.
• Build and maintain a relationship with the reporting / material creation vendor and oversee updates to existing reports and creation of new reports.

Additional/Potential Duties and Responsibilities

• Generate regular deliverables for the Global Distribution Team, such as standard presentation books, and product factsheets.
• Complete ad hoc requests for pitchbooks, factsheets, and client review books (CRBs).
• Coordinate client and consultant questionnaires with a focus on accuracy and timeliness, ensuring drafts are reviewed by the internal stakeholders before submitting them to compliance and delivering final responses by the deadlines.
• Work with subject matter experts to draft responses not available in RFP Library.
• Assist with data gathering and/or population of consultant and third party databases.

Essential Skills:

• Undergraduate degree in business, marketing, communications or finance preferred
• 3-5 years' experience at an asset management firm or relevant experience
• Strong organizational and time management skills, ability to multi-task
• Flexibility to handle changing priorities, pressure, and short deadlines
• Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
• Proven ability to work collaboratively within a team, while also excelling in independent tasks.
• Experience with Report Creation Tools a plus (VisionFI / Assette / Seismic)

Company Overview

Founded in 1989, PanAgora (Greek for across marketplace) Asset Management is a premier provider of investment solutions spanning most major asset classes and risk ranges. We seek to provide investment solutions using sophisticated quantitative techniques that incorporate fundamental insights and vast amounts of market information. While PanAgora's investment strategies are highly systematic in nature, the processes deployed within these strategies are built and overseen by talented professionals with significant and diverse investment experience. Innovative research plays a central role in our investment philosophy and process and is an essential component of our firm's ability to deliver attractive investment solutions. Investment teams are organized into an Equity Strategies group and a Multi Asset Strategies group. Most investment team members are engaged in original research using fundamental intuition, market intelligence, modern finance and scientific methods.

We are committed to providing clients with reliable investment processes, consistent performance, transparency, and access to our investment resources. Our client base is comprised of institutional investors across the globe, including public & private retirement funds, sovereign wealth funds, endowments & foundations, and sub-advisory mandates.

All qualified candidates are encouraged to apply. If there is an interest, you will be contacted directly. PanAgora is an equal opportunity employer and provides equal employment opportunities to job applicants and employees without regard to race, religion, sex, marital status, color, national origin, age, physical or mental disability, veteran status, pregnancy, ancestry or sexual orientation. PanAgora is committed to maintaining an environment that is free from discrimination as well as adhering to applicable federal and state laws.