Client Analytics and Reporting Manager

Job Description Summary:

The Client Analytics and Reporting Manager is responsible for developing maintaining and enhancing client reporting deliverables and solutions within the firms portfolio accounting and reporting platform. Working closely with Operations Advisors Alternatives and other cross-functional partners this role supports evolving client reporting needs provides analytical and technical expertise and contributes to the ongoing improvement of the firms client reporting capabilities.

The ideal candidate combines strong technical proficiency in reporting platforms with a solid understanding of portfolio accounting performance reporting investment operations and data quality. This individual must be analytical intellectually curious and highly detail-oriented with the judgment to independently investigate issues prioritize competing needs and develop practical solutions. The role requires someone who can operate independently while building strong cross-functional relationships and maintaining a high level of service to advisors and clients.

Job Description:

Primary Responsibilities

• Own the development production and ongoing enhancement of client reporting deliverables including recurring and ad hoc reporting dashboards visualizations and reporting views.
• Partner with advisors and cross-functional teams to understand evolving reporting needs and develop scalable solutions that support client and business requirements.
• Apply analytical judgment to independently investigate reporting issues data discrepancies and complex requests identifying practical solutions and engaging appropriate stakeholders as needed.
• Monitor and validate portfolio performance benchmark and other data supporting client reporting including oversight of critical external data dependencies.
• Drive improvements to reporting processes workflows and standards including supporting the implementation and testing of new platform capabilities and enhancements.
• Support client onboarding reporting configuration documentation best practices and complex advisor or client reporting inquiries.

Qualifications

• Bachelors degree in Finance Accounting Economics Business or a related field.
• 57 years of experience in investment reporting performance reporting and analytics investment or portfolio operations data quality or related financial services functions.
• Experience within wealth management an RIA family office or similar investment management environment preferred.
• Experience working with portfolio accounting and reporting platforms such as Addepar Orion Black Diamond Tamarac or similar solutions.
• Strong understanding of portfolio accounting investment reporting performance reporting and data quality concepts.
• Strong analytical and problem-solving skills including the ability to independently investigate issues evaluate information exercise sound judgment and determine appropriate solutions.
• Proven ability to manage processes and multiple competing priorities while consistently meeting deadlines.
• Ability to work independently with limited direction while knowing when to engage appropriate stakeholders.
• Strong communication skills and demonstrated ability to build effective cross-functional relationships.
• Exceptional attention to detail and commitment to delivering accurate meaningful reporting.
• Proactive intellectually curious solutions-oriented and service-focused approach.

This position is an exempt position. The annualized base pay range for this role is expected to be between $110000-$125000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

Focus Partners is an organization of wealth asset and business management resources that brings strength innovation and partnership to client relationships. Through a comprehensive range of services Focus Partners supports clients at every stage of life helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus a leading financial services firm comprised of wealth management family office and business management services. To learn more about Focus visit or follow the company on LinkedIn.

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Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit or follow the company onLinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact

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For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.