*Job Title: BI Reporting Administrator/Facilitator*
*Location: Los Angeles, CA*
*Duration: 12 Months*
-Gathers information for recurring client and intermediary reporting
requests. As needed, collaborates with senior team members on complex
projects, analyses, and tasks. Provides reporting directly to external
clients and intermediaries on investment results, portfolio
characteristics, portfolio attribution, investment commentary, and
organizational statistics amongst other information.
-Prepares and delivers reports for clients and intermediaries. Primarily
prepares customized reports specified by each external client, such as due
diligence requests or consultant questionnaires. Collaborates with external
clients to understand their reporting/analytical needs in order to provide
relevant reports; gathers data from internal systems or other departments;
organizes and presents data in a format that fits client needs. Prepares
standard reports such as monthly statements or fund annual reports.
Responds to ad-hoc reporting requests initiated by internal and external
contacts. Develops, maintains and updates job aids for individual reports
and team workflow tools on an ongoing basis. Validates/confirms accuracy of
data prior to sending to clients.
-Validates new client reporting requirements during take-on process or ad
hoc with guidance from senior team members. Assesses feasibility of
requested client reports. Identifies internal system/data issues and
recommends alternatives. Reports system or data issues to the Information
Technology (IT) group and collaborates with internal groups to research the
issues and develop solutions.
-Serves as a general resource to the business for client reporting
functions and related systems. Assists users with data questions by
responding to ad hoc requests
-May perform administrative responsibilities, including maintaining project
lists, distributing mailings, and providing other internal metrics and
*A Successful Candidate:*
-Demonstrates strong experience with ad hoc reporting, reports generation,
and reporting analytics.
-Demonstrates a strong detail orientation, organizational, and
multi-tasking skills. Ability to effectively manage an unpredictable
workload and meet established deadlines.
-Demonstrates the ability to balance periods of high work volume with a
high degree of accuracy.
-Demonstrates the ability to collaborate and develop/maintain relationships
both within Capital Group and outside of the client organization.
-Exercises good judgment when applying business and procedural knowledge in
a complex environment.
-Demonstrates high service orientation, integrity, and ownership of work.
-Demonstrates strong written and verbal communication skills; strong
-Strong computer skills, especially in Microsoft Office and Excel, is
-Requires a minimum of 5-7 years of relatable experience.
-Accounting background is beneficial.
-Experience with process improvement systems is beneficial (e.g., Tableau,
-Requires a Bachelor’s degree.
-General knowledge of investments or the investment management industry is
preferred but not required.
Sr. Technical Recruiter
T: 888 8SYSTEL Ext:217| D:678 250 9828
Certified (MBE) Minority Business Enterprise
*Confidentiality Notice*: This e-mail message, including any attachments,
is for the sole use of the intended recipient(s) and may contain
confidential and/or privileged information. Any unauthorized review, use,
disclosure or distribution is prohibited. If you are not the intended
recipient, please contact the sender by reply e-mail and destroy all copies
of the original message. To stop receiving mails in the future please contact
You received this message because you are subscribed to the Google Groups "SAP
or Oracle Financials" group.
To unsubscribe from this group and stop receiving emails from it, send an email
To post to this group, send email to firstname.lastname@example.org.
Visit this group at https://groups.google.com/group/sap-or-oracle-financials.
For more options, visit https://groups.google.com/d/optout.