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.