Client reporting & automation analyst

Summary:

The Client Reporting & Automation Analyst Role is responsible for review and verification of Performance Returns for a variety of internally generated reports. The analyst will be working with other operations teams and technology associates.

Responsibilities:

• Audit and refactor existing VBA-based reporting workflows to reduce manual intervention and improve processing efficiency.
• Creating SQL queries to aggregate data from the data warehouse for either processing or creating exception reviews.
• Develop Python scripts to automate repetitive daily tasks, improving accuracy and reducing processing time.
• Design and deploy an AI-assisted tool to centralize and maintain policies, procedures, and process flow documentation across client reporting functions.
• Participate in end user and parallel testing modes for a variety of client reports.

Qualifications:

• Experience with AI assisted development (GitHub Copilot, Vibe Coding, Claude Code, etc).
• Comfortable writing SQL queries to generate data extracts and perform data analysis.
• Advanced Microsoft Excel skills.
• High level of comfort reviewing large amounts of data within strict timeframes.
• Strong communication and interpersonal skills.
• Strong problem-solving, analytical and technical aptitude.
• Keen eye for detail and the ability to manage multiple complex tasks.
• Desire to work in a team-oriented environment.