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Client Reporting Associate
Client Reporting AssociateHorizon Recruitment Inc. • Vancouver, British Columbia, Canada
Client Reporting Associate

Client Reporting Associate

Horizon Recruitment Inc. • Vancouver, British Columbia, Canada
7 days ago
Job type
  • Full-time
Job description

Horizon Recruitment  is recruiting for a  Client Reporting Associate  to join a global investment firm’s Vancouver-based reporting team. This role exists to strengthen the firm’s ability to deliver high-quality, data-driven reporting to institutional clients. With a focus on performance, risk, exposure, and other investment data, this role supports the firm’s client service and retention efforts by ensuring reporting is accurate, timely, and insightful.

Responsibilities

  • Produce and validate client reports covering investment performance, portfolio exposures, risk, and fee data.
  • Investigate and resolve data discrepancies with a focus on accuracy and consistency.
  • Own reporting calculations, document methodologies, and ensure reproducible processes.
  • Support internal teams with complex data and analytics requests.
  • Collaborate on projects to improve reporting workflows and systems.
  • Assist in preparing data for consultant databases, due diligence questionnaires, and investment summaries.
  • Work closely with global colleagues across reporting, operations, and client teams.

Requirements

  • 3–6 years of experience in a data-heavy or reporting role, preferably within financial services.
  • Strong quantitative and analytical skills; able to manage and interpret large datasets.
  • High attention to detail and a commitment to data accuracy.
  • Experience with investment performance, risk, or exposure reporting is a strong asset.
  • Professional designation such as CFA, CIPM, or CPA (or in progress) preferred.
  • Excellent communication skills, with the ability to clearly explain data and processes.
  • Bachelor's degree in a related field.
  • Self-starter with a collaborative mindset and desire to continuously improve systems and outputs.
  • Remuneration

  • $90,000–$100,000 base salary (target range), with a full benefits package.
  • Only candidates eligible to work in Canada will be considered

    Horizon Recruitment Inc. is a specialized recruitment and search firm with two complimentary practice areas : Finance & Supply Chain .

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    Client Reporting Associate • Vancouver, British Columbia, Canada

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