Sr Reporting Analyst – Kaspick

Sr Reporting Analyst
The Senior Reporting Analyst prepares client reports, measures and analyzes portfolio performance, and serves as a subject matter expert on system development and process improvement initiatives. The Senior Reporting Analyst utilizes knowledge of Kaspick's business, system architecture, and client reporting requirements to optimize the depth, breadth, and quality of reporting deliverables.

Key Responsibilities and Duties

• Responsible for the ongoing preparation of a broad suite of client deliverables, including investment performance reports, donor/beneficiary reports, and program oversight reports.
• Uses an advanced understanding of investment issues such as asset allocation, performance measures, and financial accounting to consult with relationship managers, portfolio and investment analysts, client managers and their clients on performance and other reporting issues.
• Serves as the primary analyst driving reporting development; provides ad-hoc reporting support to meet evolving client needs.
• Utilizes knowledge of the business, technology, and client needs to optimize the depth, breadth, and quality of reporting deliverables.
• Works effectively across the organization in ensuring that client reporting needs are met.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC

Required Qualifications

• 3+ years experience in Financial Services, preferably with a focus on investment performance reporting 

Preferred Qualifications

• Microsoft Excel experience including leveraging of Power Query and advanced financial/analytic functions and the ability to code using SQL
• Comfort with math and quantitative formulas used to articulate performance results (e.g. IRR, TWR, ACB, Standard Deviation)
• Experience leveraging business intelligence tools including Tableau and/or Power BI is preferred
• Tech savvy with the desire to continually learn and improve your understanding of financial services and a commitment of leveraging technology to continually improve related systems and delivery methods

Related SkillsBusiness Analysis, Cloud Platforms, Collaboration, Communication, Data Analysis, Database Administration, Data-Driven Business Intelligence, Data Management, Innovation, Problem Solving, Programming, Statistics

Anticipated Posting End Date:

2025-09-30Base Pay Range: $112,000/yr - $139,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

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