Analyst, Client Reporting

DoubleLine, LP; Los Angeles, Northern (CA, KY); Hybrid; USD 95,000 - 105,000; Full time

Benefits offered by this job

Annual discretionary bonus

Benefits package

Job summary

DoubleLine, LP is seeking a Client Reporting Analyst in Los Angeles, CA. You will develop and deliver standard and customized reporting for separate accounts and sub-advised clients, acting as a backup to the Performance Specialist and supporting GIPS compliance where needed.

You will use MS Excel, Power BI, Python, and SQL to automate and improve reporting processes, coordinate with IT, and handle ad hoc client requests while maintaining thorough documentation. A bachelor’s degree is preferred.

Qualifications

• Attention to detail and critical thinking are essential.
• Proactive problem solving and driving issues to resolution.
• Experience with client reporting and performance measurement is preferred.
• Bachelor’s degree is preferred.

Responsibilities

• Produce and validate standard and custom client reports.
• Develop new reports based on client requirements.
• Support performance reporting and daily validation as a backup to the Performance Specialist.
• Automate reporting processes using data, tools, and AI where applicable.
• Coordinate with IT to drive reporting automation initiatives.
• Handle ad hoc client requests and maintain documentation.

Skills

Attention to detail

Critical thinking

Proactive problem solving

Education

Bachelor’s degree preferred

Tools

MS Excel

Power BI

Python

SQL

Job description

# Analyst, Client ReportingLos Angeles, CA - Los Angeles, CA 90071## OverviewLevelExperiencedEducation Level4 Year Degree## DescriptionThe Client Reporting Analyst is a member of the Client Reporting and Performance Team responsible for developing and delivering standard and customized reporting primarily for DoubleLine’s separate account and sub-advised clients. The role requires strong attention to detail, critical thinking, and a proactive, solutions-oriented approach to understanding issues, determining appropriate next steps, and driving them to resolution.The analyst also serves as a key backup to the Performance Specialist, supporting performance reporting and validation. The role partners across the firm to support client needs and improve and automate reporting and performance processes. The role may also involve supporting additional Client Reporting and Performance Team functions including maintaining compliance with the Global Investment Performance Standards (GIPS) and account setup and maintenance.**Job Functions*** Produce and validate standard and custom reporting for DoubleLine clients and investors, with a particular focus on complex and performance-related client reporting.* Develop and implement new reports based on client requirements.* Serve as a key backup to the Performance Specialist, supporting performance reporting, daily performance validation, and other performance-related functions.* Leverage data, technology, automation, and AI to investigate problems, identify solutions, and improve reporting and performance processes.* Lead ongoing coordination with DoubleLine’s Information Technology Group to advance reporting and performance-related automation initiatives.* Own and resolve ad hoc requests from clients and other internal departments.* Maintain well-documented processes, procedures, meeting minutes, and notes.* Support additional functions, including DoubleLine’s compliance with GIPS standards and operational account setup and maintenance.* Assist with other team-, department-, and firm-level projects and initiatives as needed.## Qualifications* Proficiency in MS Excel Required* Experience with client reporting, performance measurement, portfolio administration, and/or fund accounting processes in the investment management field strongly preferred.* Bachelor’s degree preferred.* Strong technical aptitude; experience with data, reporting, and automation tools such as Power BI, Python, SQL, or similar preferred.* Basic knowledge of fixed income instruments preferred.**Base Salary Range**The estimated base salary range for this position is **$95,000 - $105,000**. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.