Aladdin Front-Office Reporting Specialist

The Carrera Agency, Inc.; Pasadena (CA); Hybrid; USD 90,000 - 103,000; Full time

Job summary

The Carrera Agency, Inc. seeks an experienced Aladdin Client Reporting Analyst to design, develop, and enhance front-office investment reporting solutions in Pasadena, CA.

The role blends investment knowledge with data analysis and automation, leveraging Aladdin, Excel, SQL, Python, Snowflake, and Claude AI to deliver accurate client reports. You will work with portfolio, benchmark, and market data, interact with multiple teams, and drive reporting improvements through automation and AI.

Qualifications

• 5-10 years of end-to-end investment reporting experience.
• Hands-on Aladdin reporting experience is a plus.
• Strong Fixed Income investment knowledge and reporting experience.
• Advanced Excel skills and strong SQL/data analysis capabilities.
• Experience with Python and Snowflake.
• Practical experience using AI tools, particularly Claude, to support reporting, analysis, or automation.
• Bachelor’s degree in Finance, Economics, Business, or a related discipline preferred.

Responsibilities

• Design, build, and maintain recurring and ad hoc front-office client reports.
• Analyze portfolio, benchmark, and market data, with emphasis on Fixed Income.
• Develop reporting solutions using Aladdin, Excel, SQL, Python, and Snowflake.
• Validate reporting accuracy, troubleshoot data discrepancies, and resolve issues.
• Leverage AI tools, including Claude, to improve reporting processes and efficiencies.
• Partner with Investment Management, Client Service, Technology, Operations, and other teams.
• Identify opportunities to automate workflows and enhance reporting capabilities.

Skills

Fixed Income knowledge

Data analysis

Communication

Education

Bachelor's degree in Finance/Economics/Business

Tools

Aladdin

Excel

SQL

Python

Snowflake

Claude

Job description

The Carrera Agency, Inc. seeks an experienced Aladdin Client Reporting Analyst to design, develop, and enhance front-office investment reporting solutions in Pasadena, CA.

The role blends investment knowledge with data analysis and automation, leveraging Aladdin, Excel, SQL, Python, Snowflake, and Claude AI to deliver accurate client reports. You will work with portfolio, benchmark, and market data, interact with multiple teams, and drive reporting improvements through automation and AI.