Senior Client Delivery AnalystAbout the RoleWe're looking for a Senior Client Delivery Analyst to manage client relationships and ensure high-quality, timely delivery of investment data and reporting for our institutional clients. This role blends strong client management skills with a solid foundation in investment operations and reporting, supporting clients such as endowments, foundations, and other institutional investors. As our platform continues to automate routine reconciliation and data mapping work, this role is evolving toward greater emphasis on client relationship management and SLA delivery, with operational fundamentals remaining an important foundation.
What You'll Do- Serve as a primary point of contact for institutional clients, managing expectations and building trust through clear, professional communication
- Oversee delivery of portfolio data, performance reporting, and reconciliation outputs to ensure accuracy and timeliness
- Navigate escalations and resolve client issues with confidence and professionalism
- Apply working knowledge of investment operations, custodian reconciliation, and fund administration workflows to support data quality and reporting accuracy
- Work within investment data platforms and reporting tools to manage and troubleshoot client deliverables
- Partner cross-functionally to identify opportunities for process improvement as manual operational work continues to be automated
What We're Looking For- Demonstrated experience managing client or stakeholder relationships in a professional services, financial services, or institutional investment context (private wealth, brokerage, consulting, or similar client-facing roles all relevant)
- Background in institutional investment operations, such as experience with portfolio data, performance reporting, custodian reconciliation, or fund administration
- Prior experience at organizations such as custodian banks, fund administrators, investment consultants, endowments, foundations, or private wealth firms is a plus
- Familiarity with investment data platforms, portfolio management systems, or reporting tools beyond Excel
- Strong written and verbal communication skills, with the ability to manage difficult conversations professionally
