Title: Client Reporting Associate
Location: Salt Lake City, UT
Duration: 06 Months
The objective is to bring in an Associate-level resource, with 2-5 years of experience, who can support ongoing strategic initiatives, automation efforts, and day-to-day change management activities during the leave period.
Core Functional Skills
* Operations experience within Asset Management, Wealth Management, Client Reporting, Fund Administration, or related financial services functions
* Strong understanding of operational processes, controls, and data flows
* Ability to document business requirements and process workflows
* Experience supporting process improvement and operational efficiency initiative
Automation & Data Skills
* Intermediate to advanced Excel skills (Pivot Tables, Power Query, formulas, data analysis)
* Experience with reporting automation tools such as Alteryx, Tableau, Power BI, Qlik, Seismic, SmartDX similar platforms
* Ability to analyze data sources, identify manual processes, and support automation opportunities
* Basic understanding of data governance, data quality, and reconciliation processes
* Familiarity with SQL or data querying tools is preferred
Change Management & Project Support
* Experience coordinating change initiatives across multiple stakeholders
* Ability to manage project plans, action items, testing, and implementation tracking
* Support UAT activities, process documentation, and rollout communications
* Comfortable working across Operations, Technology, Product, and Business teams
* Strong organizational and follow-up skills
Stakeholder Management
* Ability to communicate effectively with both business and technical partners
* Experience facilitating meetings, gathering requirements, and driving action items
* Strong written and verbal communication skills
* Ability to operate independently with limited supervision
Preferred Background
* 2-5 years of experience in Asset Management Operations, Client Reporting, Fund Operations, or related functions
* Experience working on reporting transformation, process automation, or operational excellence initiatives
* Familiarity with alternative investments, fund reporting, or investor reporting processes is a plus
Key Responsibilities During Coverage Period
* Support automation initiatives and reporting transformation effort
* Assist with project coordination and change management activities
* Drive documentation of processes, controls, and requirements
* Coordinate testing, implementation, and stakeholder communications
* Provide operational support and help manage execution of strategic priorities
* Assist with issue tracking, risk identification, and escalation management
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Spectraforce Technologies
Jul 29, 2026