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Executive | Client reporting

Remote / Online - Candidates ideally in
Idaho Falls, Bonneville County, Idaho, 83401, USA
Listing for: Macquarie Bank Limited
Remote/Work from Home position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Analyst, Business Development, Risk Manager/Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Join our Macquarie Asset Management Correspondence and Reporting team and you will have an opportunity to work in a collaborative and dynamic environment. Our team is responsible for the delivery of investor reporting services and correspondence for retail, wholesale and institutional clients.

At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.

What role will you play?

In this role, you will oversee the execution and delivery of client reporting, ensuring compliance with deadlines, client expectations, and internal KPIs. You will also contribute to projects aimed at enhancing and automating investor reporting while fostering strong relationships with key internal stakeholders, including fund administration, product managers, legal, compliance, and marketing.

What you offer
  • 3-5 years of experience in client reporting, with expertise updating Factsheets, Pitch Books, and other related marketing distribution materials.
  • Meticulous attention to detail, paired with a strong commitment to delivering exceptional customer service.
  • Proven ability to build and maintain relationships across all levels, supported by excellent communication, time management, and organizational skills.
  • Highly analytical mindset, with a focus on being solutions-oriented and proactive in problem-solving. CFA Level 1 certification is highly desirable and considered a strong asset.

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What we offer

At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:

  • 1 wellbeing leave day per year
  • 26 weeks’ paid maternity leave or 20 weeks’ paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks’ paid leave for secondary caregivers
  • Company-subsidised childcare services
  • 2 days of paid volunteer leave and donation matching
  • Benefits to support your physical, mental and financial wellbeing including comprehensive medical and life insurance cover, the option to join parental medical insurance plan and virtual medical consultations extended to family members
  • Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
  • Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
  • Hybrid and flexible working arrangements, dependent on role
  • Reimbursement for work from home equipment
About Macquarie Asset Management

Macquarie Asset Management is a leading global asset manager, trusted by institutions, individuals and communities to responsibly manage $A720 billion in assets. MAM provides clients with a diverse range of investment solutions that seek to deliver superior risk‑adjusted returns. All figures as at 31 September 2025, excluding assets acquired by Nomura on 1 December 2025.

Our commitment to diversity, equity and inclusion

We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, neurodiversity, religion or belief, disability, or socio‑economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process.

Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.

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