Senior Associate, Fund Administration – Reporting Specialist

Role Overview

• Take ownership of the reporting lifecycle, transforming client templates into live, dynamic solutions
• Ensure the data foundation in Investran matches the design requirements
• Engineer necessary drivers in Query Manager (Report Wizard) to power the final layout in Report Builder
• Independently reverse-engineer solutions for unique reporting challenges
• Use advanced logic in Report Builder to manage presentation requirements

Requirements

• Proven experience with Investran (specifically Query Manager/Report Wizard) and Microsoft Report Builder
• A deep understanding of arrays and data relationships
• Comfortable navigating the Investran data structure
• Resourceful execution in environments where solutions are not immediately obvious
• Ability to reconcile data input to driver construction and the final report build
• Experience in utilizing AI for troubleshooting and syntax writing

Benefits

• Health, dental, and vision care for you and your family
• Life insurance
• Mental wellness coverage
• Fertility and growing family support
• Flex Time Off in addition to company paid holidays
• Paid family leave, medical leave, and bereavement leave policies
• Retirement saving plans
• Allowance to customize your work and technology setup at home
• Annual professional development stipend