Institutional Client Reporting SME

4 days ago

New York, New York, United States Cloudious LLC Full time $120,000 - $180,000 per year

Cloudious LLC is one of the fastest emerging IT Solutions and Services company headquartered in San Jose, CA with their global offices in Canada, EMEA & APAC.

We are currently hiring a seasoned
Institutional Client Reporting SME
who comes with a strong consulting mindset

Institutional Client Reporting SME

New York City, NY (4 Days Onsite – Hybrid)

Long Term Contract

Job Description:

The Institutional Client Reporting SME will lead the design, modernization, and implementation of reporting solutions for institutional client base. This role requires deep knowledge of institutional asset-management operations, data flows, performance measurement, and client communication standards. The SME will partner with technology, operations, client service, and compliance teams to deliver scalable, insight-driven, and regulatory-compliant reporting capabilities.

Key Responsibilities

Reporting Strategy & Design

Data & Process Enablement

Governance & Compliance

Client Experience & Delivery

Change Management & Stakeholder Engagement

Qualifications

9 + years in institutional client reporting, performance analytics, or investment operations within a global asset-management or consulting firm.

Proven track record of delivering reporting modernization or data-transformation projects.

Deep familiarity with multi-asset and alternative investment products.

Experience working with or integrating tools such as Aladdin, SimCorp, Eagle, Markit EDM, Power BI, Tableau, Arcadia, Salesforce, or Python-based reporting pipelines.

Bachelor's or master's degree in finance, Economics, Computer Science, Engineering, or related field.

CFA, CIPM, or FRM certification is a strong plus.

Technical / Domain Skills:

Strong understanding of investment data models (positions, transactions, performance, benchmarks).

Working knowledge of SQL, Excel, VBA, or data visualization tools for prototyping.

Knowledge of regulatory and industry standards (GIPS, SFDR, AIFMD, Solvency II, ESG KPIs).

Familiarity with automation, data-governance, and AI-driven reporting tools is preferred.

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