Hybrid Aladdin Reporting Analyst with AI & Fixed Income

The Carrera Agency, Inc.

Pasadena (CA)

Hybrid

USD 90,000 - 103,000

Full time

10 days ago

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Job summary

The Carrera Agency, Inc. in Pasadena seeks an experienced Aladdin Client Reporting Analyst to design and enhance front-office investment reports. You will work with portfolio, benchmark, and market data to deliver accurate reporting that supports clients and business needs.

Hybrid schedule with onsite presence Monday–Thursday. The role requires hands-on Aladdin experience, strong Fixed Income knowledge, advanced Excel and SQL skills, and familiarity with Python, Snowflake, and Claude AI for

Qualifications

5–10 years of experience in front-office investment reporting.
Hands-on Aladdin reporting experience.
Strong Fixed Income investment knowledge and reporting experience.
Advanced Excel and strong SQL/data analysis capabilities.
Experience with Python and Snowflake.
Experience using Claude AI to support reporting, analysis, or automation.
Strong analytical, problem-solving, and communication skills.
Bachelor’s degree in Finance, Economics, Business, or 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.