Client Reporting & Performance Analyst

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

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.