Client Reporting Analyst — Automation & Data

Soteria Reinsurance Ltd.; Durham, Northern (NC, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Fidelity Investments in Durham, NC is seeking a Client Reporting Associate to deliver institutional client reports and drive automation across FIAM. You will own end-to-end reporting for monthly, quarterly, annual and ad hoc deliverables while collaborating with Client Services, Product, Technology, Performance and Compliance.

You will work with SQL, Power BI, Tableau and SimCorp C1 to validate data, develop dashboards, and streamline workflows to move from manual to digital reporting.

Qualifications

• Bachelor's degree or 2 years relevant experience.
• Familiarity with SQL and data visualization tools like Power BI and Tableau.
• Exposure to reporting platforms such as SimCorp C1 is preferred.

Responsibilities

• Produce and deliver monthly, quarterly, annual, and ad hoc client reports for institutional clients and consultants.
• Ensure all deliverables meet high standards for accuracy, consistency, and timeliness.
• Support both standard and customized reporting solutions across diverse client and account structures.
• Partner with Technology and Product teams to ensure data integrity and content accuracy across reporting outputs.
• Leverage tools such as SQL, Power BI, Tableau, and SimCorp C1 to support reporting processes and data validation.
• Contribute to the development of dashboard-based and automated reporting solutions.
• Identify and implement opportunities to streamline workflows, reduce manual processes, and improve scalability.
• Support the transition from static, manual reporting to automated and digital delivery channels.
• Track recurring issues and partner with stakeholders to drive root cause resolution and long-term efficiency gains.
• Collaborate with Client Services to understand client needs, account structures, and reporting requirements.
• Partner with Product and Marketing teams to support new product launches and evolving reporting content.
• Engage stakeholders to define reporting objectives, enhancements, and standardization efforts.
• Configure and maintain reporting setups in SimCorp C1 or other reporting tools.
• Support layout design and report structure development to ensure clarity and consistency across deliverables.
• Participate in initiatives aimed at standardizing report formats and improving client experience.

Skills

SQL

Power BI

Tableau

SimCorp C1

Education

Bachelor's degree or 2 years relevant experience

Job description

Fidelity Investments in Durham, NC is seeking a Client Reporting Associate to deliver institutional client reports and drive automation across FIAM. You will own end-to-end reporting for monthly, quarterly, annual and ad hoc deliverables while collaborating with Client Services, Product, Technology, Performance and Compliance.

You will work with SQL, Power BI, Tableau and SimCorp C1 to validate data, develop dashboards, and streamline workflows to move from manual to digital reporting.