Associate Director, Client Data & Analytics - ESG Reporting

Jobtailor; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Jobtailor seeks a senior client reporting professional to lead production and governance of recurring client reporting deliverables in a data-driven environment.

The role emphasizes accuracy, scalable reporting solutions, and collaboration with tech teams to improve data sources and controls, while mentoring analysts and driving continuous improvement across ESG and investment reporting workflows.

Qualifications

• Bachelor’s degree in a related field.
• 4+ years of progressive experience in client reporting, investment operations, analytics, data management, or financial services.
• Advanced Excel with complex formulas and large-scale workbook management.
• Strong SQL and data analysis capabilities.
• Experience with Power BI or Tableau.
• CPA/CFA/CBIP/PMP are assets.

Responsibilities

• 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 portfolios
• Maintain reporting models, templates, and supporting documentation
• Establish data quality standards and investigate data issues
• Develop controls and reconciliations and implement corrective actions
• Partner with technology teams to improve source data management
• Identify process-streamlining and operational-efficiency opportunities
• Lead automation initiatives using BI tools and data solutions
• Standardize reporting workflows to reduce operational risk
• Advise business leaders and client relationship managers
• Facilitate discussions to resolve reporting issues
• Mentor analysts and establish best practices
• Foster accountability and client service excellence

Skills

Client reporting management

Advanced Excel proficiency

SQL data analysis

Business intelligence tools

ESG reporting familiarity

Education

Bachelor's degree in Business/Finance/Data Analytics (or related)

Tools

Power BI

Tableau

Reporting tools

Job description

Jobtailor seeks a senior client reporting professional to lead production and governance of recurring client reporting deliverables in a data-driven environment.

The role emphasizes accuracy, scalable reporting solutions, and collaboration with tech teams to improve data sources and controls, while mentoring analysts and driving continuous improvement across ESG and investment reporting workflows.