Client Reporting Associate

Reposted 2 Days Ago
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Milwaukee, WI, USA
In-Office
Mid level
Financial Services
The Role
Produce, review, and distribute recurring and ad-hoc client reporting materials; validate data and messaging with cross-functional partners; streamline and automate reporting processes; support client and consultant requests while ensuring accuracy, compliance, and timely delivery.
Summary Generated by Built In

Artisan Partners is seeking an experienced Client Reporting Associate to join our Marketing & Communications team. This role is responsible for the accurate, timely, and consistent delivery of client reporting materials that support ongoing client relationships and consultant servicing needs.

The ideal candidate thrives in a detail-oriented, deadline-driven environment and understands the precision required within an institutionally focused investment management firm. This position partners closely with Sales/Client Service, Marketing, Legal & Compliance, Operations, and Investment teams to ensure data integrity, message consistency, and regulatory compliance across all client-facing reporting materials.

Responsibilities

The candidate is expected to:

  • Own the production, review, and distribution of recurring client reports and related collateral, ensuring accuracy, consistency, and timely delivery
  • Respond to ad hoc client and consultant reporting requests, questionnaires, and data inquiries with accuracy and timeliness
  • Develop and maintain a strong understanding of the firm, its investment teams’ philosophies, and individual investment strategies to ensure thoughtful and precise representation in client materials
  • Communicate effectively and partner cross-functionally to validate data, align messaging, and ensure consistency across reporting outputs
  • Identify opportunities to enhance, streamline, and automate reporting processes to improve efficiency and scalability
  • Collaborate with team members to implement new reporting requirements using existing systems and technology
  • Build strong working relationships with internal stakeholders to anticipate and support evolving client and consultant reporting needs
  • Maintain exceptional attention to detail while managing a high volume of deliverables and competing deadlines
Qualifications

The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

  • Bachelor’s degree required
  • 1–2 years of professional experience or relevant internships within financial services 
  • Strong analytical and data reporting skills with high attention to accuracy and detail
  • Excellent organizational, time management, and multi-tasking skills
  • Proven ability to manage competing priorities and meet tight deadlines in a fast-paced environment
  • Strong written and verbal communication skills, including editing and document review experience
  • Ability to work collaboratively across teams and build effective relationships with Sales, Marketing, Legal & Compliance, and Operations
  • Self-motivated with a proactive mindset and a desire to improve processes and add value beyond core responsibilities

Privacy Notice for California Applicants

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

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Skills Required

  • Bachelor's degree
  • 3-5+ years of experience in investment management or financial services
  • Client reporting experience
  • Strong analytical and data reporting skills with high attention to accuracy and detail
  • Excellent organizational, time management, and multi-tasking skills
  • Proven ability to manage competing priorities and meet tight deadlines
  • Strong written and verbal communication skills, including editing and document review
  • Ability to work collaboratively across teams and build effective relationships
  • Self-motivated with a proactive mindset and desire to improve processes
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The Company
HQ: Milwaukee, Wisconsin
676 Employees
Year Founded: 1994

What We Do

Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates. This site is intended for use with institutional investors which includes corporate and public retirement plans, foundations, endowments, trusts and their consultants. To view our Canvas blog visit: https://www.artisancanvas.com/ To view our Terms of Use visit: www.artisanpartners.com/social-media.html

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