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Client Reporting Associate

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EARNEST Partners is an award-winning, employee-owned asset management firm headquartered in Atlanta. We manage over $30 billion in equities and fixed income assets for a diverse client base, including corporate pension plans, state and municipal retirement systems, foundations, endowments, and high-net-worth individuals. Our collaborative and fast-paced culture values high-caliber talent, innovative thinking, and a passion for learning.

We believe the quality and experience of our team is an important competitive advantage.

Role Overview

As the Client Reporting Associate, you will own the end‑to‑end production of monthly, quarterly, and annual institutional reports and help design the data pipelines, models, and dashboards that power them. Your work will ensure our clients receive timely, accurate insight while the firm’s reporting infrastructure becomes faster, smarter, and more scalable.

Key Responsibilities

1. Client Reporting

- Manage the full reporting calendar: monthly, quarterly, and annual for clients and consultants.

- Prepare, proof, and deliver account performance summaries, attribution, and commentary.

- Coordinate sign‑offs from Product Management, Compliance, and other teams to ensure accuracy and brand consistency.

2. Data Validation & Quality Assurance

- Reconcile positions, performance, and risk data; investigate and resolve discrepancies.

- Maintain reporting databases and reference tables, ensuring single‑source‑of‑truth alignment across teams.

3. Template Design & Presentation

- Enhance report layouts, visuals, and narrative sections to strengthen client engagement.

- Ensure all materials follow corporate branding and regulatory standards.

4. Process Improvement & Documentation

- Identify workflow bottlenecks and implement solutions to reduce cycle time and error rates.

- Document data flows, procedures, and best practices for knowledge sharing and continuity.

5. Cross‑Functional Collaboration

- Work with Product Management, Investment, Technology and Compliance teams to gather data requirements and fulfill custom reporting requests.

- Act as project manager for client‑specific initiatives that require coordinated data or presentation updates.

6. Compliance & Governance

- Enforce data‑governance and security protocols, ensuring all reports meet regulatory and audit requirements.

- Support internal and external audits by providing data, documentation, and explanations as needed.

Qualifications and Skills

Education: Bachelor’s degree.

Experience: 3 - 5 years in service-oriented operations with heavy client‑reporting responsibilities (asset management or financial services experience a plus).

Reporting Tools: Power BI, Excel, Word, PowerPoint, and Adobe PDF

Data Platforms: Experience with FactSet, FIS, or Bloomberg is a plus

Automation & Technical Skills: Basic SQL and Python for data pulls and validations; experience with BI tools (PowerBI, Tableau) a plus.

Organization & Detail: Superior attention to detail and ability to meet tight deadlines across multiple reporting cycles.

Communication Skills: Clear, concise verbal and written skills; effective collaboration abilities across functional teams and stakeholders.

Regulatory Awareness: Understanding of financial regulations and reporting standards.

Please visit www.earnestpartners.com to learn more about our company.

Average salary estimate

$75000 / YEARLY (est.)

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$65000K

$85000K

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What You Should Know About Client Reporting Associate, EARNEST Partners

Joining EARNEST Partners as a Client Reporting Associate means becoming a key player in an award-winning, employee-owned asset management firm that manages over $30 billion for a diverse array of clients. Located in the heart of Atlanta, we pride ourselves on fostering a collaborative and innovative culture, where high-caliber talent thrives. As the Client Reporting Associate, you will take charge of producing detailed monthly, quarterly, and annual institutional reports, making sure our clients receive the timely and accurate insight they deserve. Your role will also involve designing data pipelines and dashboards that enhance our reporting infrastructure, making it more efficient and scalable. Imagine a day where you manage a full reporting calendar, ensure reports meet regulatory standards, and validate data quality while collaborating cross-functionally with teams such as Product Management and Compliance. With your experience in client reporting and strong organizational skills, you'll not only enhance report layouts but also identify areas where we can improve workflows and processes. It’s a fantastic opportunity to grow and make a meaningful impact while working alongside a supportive team that values continuous learning. If you’re excited about utilizing tools like Power BI, Excel, and perhaps even dabble in SQL or Python, then this is the position for you at EARNEST Partners. Come be a part of our journey of providing exceptional insights and value to our clients while advancing your career in the financial services industry!

Frequently Asked Questions (FAQs) for Client Reporting Associate Role at EARNEST Partners

What are the main responsibilities of a Client Reporting Associate at EARNEST Partners?

The Client Reporting Associate at EARNEST Partners is responsible for managing the production of monthly, quarterly, and annual reports, ensuring that our institutional clients receive accurate account performance summaries and insights. This includes coordinating the sign-offs from various teams to ensure brand consistency, addressing data validation and quality assurance tasks, enhancing report templates for better client engagement, and improving reporting processes.