Client Reporting Analyst

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

Designing and building Aladdin reports (front-office), Fixed Income, AI experience - Claude, Python, Excel, Snowflake

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.

The ideal candidate has 5-10 years of end‑to‑end investment reporting experience, strong Fixed Income knowledge, and hands‑on experience with Aladdin reporting. This is a technical, hands‑on role requiring the ability to build reports, analyze data, and identify opportunities to improve reporting through automation and AI.

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 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.
• * Strong analytical, problem‑solving, and communication skills.
• * Bachelor’s degree in Finance, Economics, Business, or a related discipline preferred.