Reporting & Analytics Director

Please send resumes to Lorenzo at .

Charlottesville, VA

This professional will be a senior member of our client’s Reporting & Analytics Team. Reporting to the Chief Data Officer, this role sits at the intersection of data, portfolio analytics, and client reporting helping lead and manage the day‑to‑day work of the team to create and review a variety of performance analytics and to produce a high‑volume of reporting crucial for other clients and Investment Team.

Our client manages a global multi‑asset portfolio and this person will (i) help lead and manage others and individually contribute to the creation and review of performance analytics in a variety of reports delivered to clients regularly, (ii) support ongoing work on portfolio analytics for internal use and for client reporting, (iii) work with various datasets to ensure accuracy and reliability of analysis prepared by the team, and (iv) collaborate with internal teams on new analytics.

This person will be required to partner closely with internal stakeholders across other teams to project manage and deliver a high volume of reporting, analytics, and insights for non‑technical audiences.

The ideal candidate should possess a natural curiosity, a strong affinity for quantitative work, and a passion for managing and collaborating as a team to deliver a high volume of reporting. This individual will also demonstrate a strong work ethic, be detail oriented, be willing to develop and improve quantitative abilities, and have a strong interest in financial markets.

The position is based in‑office with a remote option on Fridays.

The client will not sponsor H‑1B or other employment‑related visas for this position.

• Lead many of the Reporting & Analytics team’s performance reporting workflows to ensure accurate reporting for a high volume of standard and one‑off client reports and materials as well as internal reports and analyses
• Oversee the timely delivery of recurring reports, including monthly and quarterly performance reports, exposure and liquidity reporting, and other portfolio analytics outputs across multiple clients
• Collaborate closely with internal stakeholders and other teams to align timelines, expectations, and data needs
• Ensure an organized, transparent, and documented set of workflows, so the team can manage competing priorities effectively

• Use Python and other tools (e.g., Excel) to manipulate data, build repeatable analyses, and support deeper portfolio insights
• Apply sound performance and portfolio concepts (e.g., IRR vs TWR, asset class–specific metrics) to support both client and internal reporting
• Contribute to ongoing development of analytics (e.g., risk/return summaries, exposures, attribution‑style views, factor or other public markets analytics)
• Contribute to a culture of high data quality, strong process execution, and careful review across all reporting outputs

• Provide day‑to‑day management and supervision of junior team members
• Help train colleagues on tools, methods, and best practices
• Model a professional, detail‑oriented approach and a constructive, collaborative attitude
• Serve as a strong collaborator and resource to other teams across the firm

• Work with other teams to clarify the core questions behind a request and focus analysis on what truly matters
• Translate investment questions into structured analytic steps and communicate results clearly and on time, including key assumptions and caveats
• Participate in ad hoc quantitative analyses across asset classes, strategies, and managers, as needed

• Lead or co‑lead internal projects within the Reporting & Analytics team, from scoping through execution and delivery
• Do hands‑on work alongside junior team members, using projects as an opportunity to teach and build skills to train and develop others
• Identify areas where processes or tools can be improved for accuracy and efficiency; take initiative to propose…