Reporting Intern Jobs

Reporting Administrator is responsible for:

-coordinating and managing various tasks related to report generation and ensuring accurate and timely delivery of client-specific information while maintaining documentation related to report generation processes

-the ideal candidate will have strong attention to detail, excellent organizational skills, and the ability to work effectively with multiple stakeholders in a packed schedule.

-the role involves managing multiple tasks and collaborating with different teams to ensure accurate and timely delivery of reports and documents.

-a crucial role in the overall reporting process by ensuring effective communication, organizing resources, and troubleshooting issues that may arise.

-Analytical problem solving and experience with excel, generating reports from systems will be essential.

Responsibilities:

-Manage a list of current clients requiring quarterly reports, including their customized client-specific content to ensure accurate and relevant information is included in reports based on holdings and investment profiles.

-Create and maintain coordination documents, checklists, and folders to facilitate efficient reporting processes

-Maintain the reporting documentation up to date with the latest information, including formatting requirements, and other instructions.

-Managing reporting data and inputs for the reporting system to maintain data integrity

-Coordinate the review, approval, and formatting of reporting content, ensuring compliance with internal guidelines and regulatory requirements

-Convert write-ups into markdown files, ensuring proper formatting and consistency across reports.

-Utilize appropriate tools and software to generate accurate reporting content reflective of the latest quarter's data.

-Generate reports incrementally as commentary becomes available, ensuring timely delivery to clients.

-Make necessary adjustments to reports including visual tweaks and modifications to meet specific client requirements.

-Communicate with relevant stakeholders regarding file locations, formatting, and other requirements

-Collaborate with team members to troubleshoot and resolve any issues related to report generation.

-Maintain effective communication among the team and adapt to shifting resource constraints.

Required Skills and Qualifications:

-Strong attention to detail, excellent organizational skills and accuracy in data handling, report formatting, and file management.

-Strong problem-solving and analytical abilities

-Prioritization and multitasking abilities in a fast-paced environment.

-Adaptability and flexibility to work in a dynamic environment with changing priorities and resource constraints.

-Excellent written and verbal communication skills.

-Strong interpersonal skills to facilitate effective teamwork and coordination among team members

-Ability to collaborate effectively with cross-functional teams.

-Proactive problem-solving and troubleshooting skills.

-Advanced Microsoft Excel skills for data management and analysis.

-Experience with financial data and reporting systems.

-Understanding of securities and financial instruments will be helpful.

-Knowledge of financial concepts, asset classes, and investment products to understand report requirements will be helpful.

-Previous experience in reporting or financial analysis is desirable

Nice to have:

oFamiliarity with markdown formatting for document preparation.

oBasic knowledge of scripting languages for automation (Python, batch scripting)

Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.

Responsibilities

[Be specific when describing each of the responsibilities. Use gender-neutral, inclusive language.]

Example: Determine and develop user requirements for systems in production, to ensure maximum usability

Qualifications

[Some qualifications you may want to include are Skills, Education, Experience, or Certifications.]

Example: Excellent verbal and written communication skills