Reporting Manager

Apollon Wealth Management; Mount Pleasant (SC); Remote; USD 80,000 - 100,000; Full time

Job summary

A leading company is seeking a strategic Reporting Manager to oversee client and investor reporting infrastructure. This role involves leading a team focused on optimizing workflows and delivering exceptional reporting solutions. The ideal candidate will possess strong leadership and analytical skills, ensuring compliance and service-level expectations are met.

Qualifications

• 3-5 years of experience in reporting, data operations, or client-facing investment reporting roles.
• Experience with client portal technologies and alternative investment reporting is preferred.

Responsibilities

• Oversee configuration, maintenance, and enhancement of reporting tools and systems.
• Lead a team supporting investor reports and client portals.
• Collaborate with the CTO on platform improvements and data workflows.

Skills

Leadership

Project Management

Analytical Mindset

Collaboration

Communication

Job description

Reporting Manager
Reports to: CTO
Status: Exempt
Type: Remote or Hybrid

We are looking for a strategic and hands-on Reporting Manager to oversee the firm's client and investor reporting infrastructure. This role involves leading a team responsible for client portals, investor reporting, and alternative investment data. The ideal candidate will be innovative and forward-looking, with a passion for optimizing workflows and delivering exceptional service through reporting solutions.

Responsibilities:

• Oversee the configuration, maintenance, and enhancement of the firm’s reporting tools and systems.
• Lead a team supporting investor reports, client portals, and alternative investment reporting.
• Collaborate with the CTO to drive platform improvements, integrations, and data workflows.
• Partner with internal reporting and operations teams to resolve inquiries and enhance reporting outputs.
• Identify inefficiencies in reporting processes and develop solutions in collaboration with peers across the firm.
• Ensure reporting standards are aligned with firm goals and meet compliance and service-level expectations.
• Help create and partner with practice management as it relates to training and best practices.

Skills and Experience:

• 3-5 years of experience in reporting, data operations, or client-facing investment reporting roles.
• Experience with client portal technologies and alternative investment reporting is preferred.
• Strong leadership and project management capabilities.
• Analytical mindset with a continuous improvement approach.
• Excellent collaboration and communication skills.