Apply on Employer Site

American Century Investments · 2 days ago

Investment Reporting Senior Specialist

Kansas City, MO

Full-time

Hybrid

Senior Level

5+ years exp

American Century Investments is a leading global asset manager with over 65 years of experience. The Investment Reporting Senior Specialist plays a critical role in supporting and enhancing the investment reporting function, responsible for delivering accurate investment data and analytics to stakeholders.

Financial Services

No H1B

Responsibilities

Lead the development and delivery of standard and customized investment reports, including compositions, characteristics, and attribution for portfolios and benchmarks

Ensure accuracy and timeliness of investment data by performing advanced analytical reviews and resolving data inconsistencies

Design and implement creative reporting solutions using enterprise systems such as FactSet

Serve as a subject matter expert on technical performance concepts and attribution models

Collaborate with cross-functional teams to define and meet enterprise-wide and client-specific reporting requirements

Ensure compliance with data security protocols and licensing agreements for proprietary and benchmark data

Mentor and guide junior specialists, fostering skill development and knowledge sharing

Initiate and lead process improvement projects to enhance reporting efficiency and data quality

Drive execution of initiatives and ensure alignment with strategic objectives

Identify and prepare for emerging risks affecting reporting processes and data integrity

Qualification

Investment reportingFinancial analyticsAdvanced ExcelPerformance measurementRelational databasesLeadership capabilitiesCommunication skillsData analysisMentoringProblem-solvingCollaborationAdaptability

Required

Bachelor's degree in Business, Finance, Mathematics, Statistics, Economics, or Accounting. Advanced degree (MBA) or CFA designation preferred

Minimum of 5 years of experience in investment reporting or related financial analytics roles

Deep understanding of financial markets, investment products, and performance measurement methodologies

Proven problem-solving and analytical skills with the ability to identify and correct data anomalies

Advanced proficiency in Excel, including graphing and data analysis features

Experience with relational databases and reporting tools; technical aptitude for automated systems

Demonstrated leadership capabilities and ability to influence and guide team members

Strong communication skills and ability to present complex data insights to senior stakeholders

Ability to manage complex initiatives and deliver results in a fast-paced environment

Experience mentoring and developing junior team members

Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven