Aladdin Reporting Analyst

CARERRA AGENCY; Pasadena (CA); Hybrid; USD 90,000 - 103,000; Full time

Job summary

The Carrera Agency, Inc. in Pasadena seeks an experienced Aladdin Client Reporting Analyst to design and enhance front-office investment reports. You will work with portfolio, benchmark, and market data to deliver accurate reporting that supports clients and business needs.

Hybrid schedule with onsite presence Monday–Thursday. The role requires hands-on Aladdin experience, strong Fixed Income knowledge, advanced Excel and SQL skills, and familiarity with Python, Snowflake, and Claude AI for

Qualifications

• 5–10 years of experience in front-office investment reporting.
• Hands-on Aladdin reporting experience.
• Strong Fixed Income investment knowledge and reporting experience.
• Advanced Excel and strong SQL/data analysis capabilities.
• Experience with Python and Snowflake.
• Experience using Claude AI to support reporting, analysis, or automation.
• Strong analytical, problem-solving, and communication skills.
• Bachelor’s degree in Finance, Economics, Business, or 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

Analytical thinking

Fixed income knowledge

Problem solving

Strong communication

Education

Bachelor’s degree in Finance, Economics, Business

Tools

Aladdin

Excel

SQL

Python

Snowflake

Job description

Reference #

Job-11919

Job Description

Seeking an experienced, hands-on Aladdin Client Reporting Analyst to design, develop, and enhance front-office investment reporting solutions. This individual will work with portfolio, benchmark, and market data to deliver accurate, meaningful reporting that supports client and business needs.

Location: Pasadena, CA
Work Schedule: Hybrid – onsite Monday–Thursday
Compensation range: $65-75/hr W2, compensation may be higher depending on the skills and experience.

Key Responsibilities

• Design, build, and maintain recurring and ad hoc front-office client reports.
• Analyze portfolio, benchmark, and market data, with an 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 business teams.
• Identify opportunities to automate workflows and enhance reporting capabilities.

Required Qualifications

• 5-10 years of experience in front-office investment reporting, including end-to-end report design and development.
• Hands-on Aladdin reporting experience – required.
• 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.
• Strong analytical, problem-solving, and communication skills.
• Bachelor’s degree in Finance, Economics, Business, or a related discipline preferred.