Investment Reporting Associate

About the Role

EARNEST Partners is seeking an Investment Reporting Associate to manage the entire lifecycle of institutional client reporting. This role involves building and automating workflows for investment data validation, pipeline management, and the production and delivery of client-facing performance packages. You will work at the intersection of investment reporting and data systems, ensuring clients receive accurate, timely, and well-structured performance information while continuously improving the systems that produce it.

Key Responsibilities

• Redesign and automate institutional client reporting workflows, mapping cycles, identifying manual steps, and building auditable replacements using Python and SQL.
• Build and improve reporting pipelines that connect source systems (portfolio, performance, risk) to client reporting outputs, ensuring single-source-of-truth alignment.
• Deploy AI-assisted tools to accelerate report production, including data validation, exception-flagging, and narrative drafting.
• Own the end-to-end production of client deliverables, such as performance attribution, account summaries, and consultant reporting packages, ensuring accuracy and on-time delivery.
• Strengthen reporting databases, reference tables, and reconciliation controls, resolving investment data discrepancies and enforcing data governance standards.
• Design client report templates and presentation formats for clarity and usability.
• Partner with Investment, Product Management, Technology, and Compliance teams to gather requirements, fulfill custom reporting requests, and coordinate cross-functional delivery.

Requirements & Tech Stack

• Experience in investment data, analytics, or institutional client reporting within asset management or a related investment management environment.
• Working knowledge of investment data concepts (performance, attribution, positions, risk) and understanding how data integrity impacts client perception.
• Hands-on proficiency in SQL and Python for data extraction, validation, transformation, and workflow automation at a production-grade level.
• Comfort working across reporting and data visualization tools, including AI-native environments.
• Exposure to financial data platforms such as FactSet, Bloomberg, FIS, or similar.
• Strong analytical mindset to identify inefficiencies and propose solutions.
• Clear written and verbal communication skills, with the ability to translate technical findings into plain language for various stakeholders.

Culture & Environment

• High-accountability environment with high expectations and consequential work.
• Value for individuals who take ownership, communicate proactively, and follow through consistently.
• Interest in candidates energized by change and motivated by improvement, who want to rethink processes and experiment with new technologies.
• Offers a competitive total compensation package, including base salary, annual performance bonus, and comprehensive benefits.