MANAGER - CLIENT PERFORMANCE & REPORTING - INVESTMENT / ASSET MANAGEMENT
betasearchOak Park, IL
MANAGER - CLIENT PERFORMANCE & REPORTING - INVESTMENT / ASSET MANAGEMENT
betasearchOak Park, ILLead L6
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)The Performance and Reporting team is responsible for delivering market-leading client reporting and performance solutions across the firm's suite of investment offerings. This mandate includes client reporting and performance attribution, supporting both external clients and internal investment management teams. The team partners closely with Client Solutions, Portfolio Management, Marketing, Operations, and Technology to deliver high-quality, scalable, and timely reporting outcomes. A continued focus on modernization, automation, and operational excellence is central to supporting the firms objective of providing a superior and consistent client experience.
Role Description:
The Manager of Client Performance and Reporting will be responsible for overseeing the delivery and ongoing evolution of reporting and performance services provided to internal and external clients across the firms credit, index, and LDI investment strategies. This role will play a key leadership position in driving change initiatives, with a strong focus on embracing technology, automation, and process enhancement to improve scalability, efficiency, and control. The Manager will oversee day-to-day delivery while also shaping the future state of reporting and performance capabilities. The position includes accountability for engagement with third-party performance and reporting platforms, strengthening governance and processes around these systems, and leading initiatives to streamline and automate workflows where possible. The Manager will also own the relationship with the firms London counterparts, ensuring alignment, effective collaboration, and consistency across regions.
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Level
Lead L6
Location
Oak Park, IL
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
today