Analyst, Client Reporting

DoubleLine Group LP; Tampa (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

DoubleLine Group LP seeks a Client Reporting Analyst to develop and deliver standard and customized reporting for its clients, with emphasis on complex and performance-related reporting.

You will leverage data, automation, and AI to investigate problems, identify solutions, and improve reporting and performance processes. The role requires collaboration with IT and backup support for the Performance Specialist.

Qualifications

• Experience in client reporting and performance measurement preferred.
• Strong technical aptitude with data, reporting, and automation tools.
• Investment management industry experience is a plus.
• Bachelor’s degree preferred.

Responsibilities

• Produce and validate standard and custom reporting for DoubleLine clients and investors.
• Develop and implement new reports based on client requirements.
• Support performance reporting and daily validation as backup to the Performance Specialist.
• Collaborate with IT to advance reporting automation initiatives.
• Maintain well-documented processes and notes; assist with GIPS compliance.
• Assist with ad hoc client requests and other team initiatives.

Skills

Attention to detail

Critical thinking

Proactive problem-solving

Client reporting

Education

Bachelor’s degree

Tools

Power BI

Python

SQL

MS Excel

Job description

The 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 FunctionsProduce 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.Proficiency in MS Excel RequiredExperience 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.