Lead production and governance of recurring client reporting deliverables

Ensure accuracy, completeness, and consistency of data used in client reports

Develop and maintain reporting methodologies, business rules, and quality controls

Translate client requirements into scalable reporting solutions

Support custom client requests and analytical inquiries

Coordinate sustainability and ESG reporting across General Account and third-party client portfolios

Maintain reporting models, templates, and supporting documentation for sustainable investment activity

Establish data quality standards and investigate data issues through root cause analysis

Develop controls and reconciliations and implement corrective actions

Partner with technology teams to improve source data management and governance

Identify process-streamlining and operational-efficiency opportunities

Lead automation initiatives using reporting tools, business intelligence platforms, and data solutions

Standardize reporting workflows and implement scalable controls to reduce operational risk

Advise business leaders, investment teams, operations, compliance, and client relationship managers

Facilitate discussions to resolve reporting issues and align business requirements

Mentor analysts and junior team members and establish reporting, analytics, and quality-assurance best practices

Foster accountability, continuous improvement, and client service excellence

Requirements

Bachelor's degree in Business, Finance, Economics, Data Analytics, Statistics, Mathematics, Information Systems, or a related field

4+ years of progressive experience in client reporting, investment operations, analytics, data management, or financial services

Experience managing complex reporting processes and delivering executive-level insights

Advanced proficiency in Excel, including complex formulas, data validation,



reconciliation techniques, and large-scale workbook management

Solid understanding of investment reporting, performance reporting, or financial services data environments

Experience with business intelligence and data visualization tools such as Power BI and Tableau

Strong SQL and data analysis capabilities

Familiarity with ESG, sustainability, or investment classification frameworks is highly desirable

Experience managing large datasets and complex reporting models

Professional designation such as CPA, CFA, CBIP, PMP, or equivalent is considered an asset

Required to declare personal investment accounts and securities investments and seek preclearance on future transactions, including those of household members

Core Competencies
Demonstrates expertise in client reporting, data management, and investment operations, with a strong focus on accuracy, quality control, and process improvement. Proficient in utilizing business intelligence tools and advanced Excel techniques to deliver actionable insights and scalable reporting solutions.

Highest-signal resume keywords

Client Reporting Management

Advanced Excel Proficiency

SQL Data Analysis

Business Intelligence Tools

ESG Reporting Familiarity

Hard Skills

Data Management

Reporting Methodologies

Quality Control

Root Cause Analysis

Data Validation

Reconciliation Techniques

Large Dataset Management

Complex Reporting Models

Performance Reporting

Investment Reporting

Soft Skills

Mentoring

Client Service Excellence

Continuous Improvement

Facilitation

Accountability

Certifications & Qualifications

CPA

CFA

CBIP

PMP

Industry Keywords

Sustainability

ESG

Investment Operations

Financial Services

Data Visualization

Tools & Technologies

Power BI

Tableau

Business Intelligence Platforms

Reporting Tools

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📌 Associate Director, Client Data & Analytics (Ontario)
🏢 Jobtailor
📍 Ontario