SVP, Portfolio Reporting Manager
Location: Los Angeles (on‑site)
Industry: Global Investment Management
A leading global investment management firm is seeking a Senior Vice President, Portfolio Reporting Manager to lead the reporting function for Separately Managed Accounts (SMAs). This is a hands‑on leadership role overseeing the full reporting lifecycle-data validation, reconciliations, performance reporting, and client deliverables-while driving operational excellence, automation, and process improvement.
Key Responsibilities:
- Own all SMA reporting deliverables and ensure accuracy, timeliness, and high‑quality output.
- Manage the reporting calendar, workflow, and team capacity. Delegate tasks to the wider team.
- Establish strong data‑quality controls and oversee reconciliations with custodians.
- Build and refine governance, documentation, audit trails, and issue tracking.
- Lead reporting transformation, automation, and AI‑driven workflow improvements.
- Partner with Technology, Operations, Client Management, and PM teams to enhance data pipelines and reporting tools.
- Support SMA onboarding and coordinate with custodians on data readiness and setup.
- Develop and mentor reporting analysts and collaborate with client teams when needed.
Qualifications:
- Deep expertise in SMA reporting, performance measurement, and fixed‑income concepts.
- Proven leadership experience with strong people‑management skills.
- Background in workflow optimization, automation, and technology‑enabled process enhancements.
- Strong control mindset and experience with governance and production controls.
- Advanced analytical skills; strong Excel plus familiarity with SQL, BI tools, and reporting systems.
- Strong communicator able to partner across technical and non‑technical groups.
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