Role Overview 

We are seeking a Principal, Client Operations & Reporting to provide senior leadership across client reporting, operational oversight, and data governance for our insurance solutions platform. This role will act as a strategic point of contact for complex insurance clients, oversee reporting and servicing workflows, and drive enhancements to data quality, reporting infrastructure, and operational scalability. 

The ideal candidate brings 10+ years of experience across alternative asset management, insurance investment operations, and client reporting, with demonstrated success leading teams, interfacing with sophisticated institutional stakeholders, and modernizing reporting through analytics and technology. 

Key Responsibilities: 

Client Operations & Service Leadership 

• Serve as a senior operational and reporting lead for insurance company clients investing across alternative strategies (e.g., private credit, structured investments, corporate credit). 

• Act as an escalation point for complex client inquiries related to operational processes, reporting outputs, data integrity, and servicing models. 

• Partner closely with Portfolio Management, Investment Teams, Legal, Compliance, and Risk to deliver a hightouch, institutionalgrade client experience. 

• Ensure operational readiness for new mandates, product launches, and customized insurance client structures. 

Client Reporting & Deliverables 

• Provide senior oversight and accountability for performance reporting quality, governance, and client communication across the insurance platform. 

• Translate complex performance results into clear, client‑ready insights, partnering with investment and portfolio management teams to support client discussions. 

• Oversee the production and delivery of recurring and ad hoc client reporting, including portfoliolevel, investmentlevel, and insurancespecific reporting requirements. 

• Ensure accuracy, consistency, and timeliness of reporting across multiple data sources, internal systems, and thirdparty administrators. 

• Lead reviews of reporting outputs, variance analysis, and data validations prior to client delivery. 

• Drive continuous improvement of reporting formats to meet evolving client, regulatory, and accounting expectations. 

Data Governance, Analytics & Infrastructure 

• Own data quality and integrity for clientfacing insurance reporting, ensuring robust controls, reconciliations, and issueresolution frameworks. 

• Partner with Technology and Data teams to enhance reporting architecture, data pipelines, and analytics capabilities supporting insurance clients. 

• Champion the use of automation, dashboards, and analytics to improve transparency, scalability, and responsiveness. 

• Establish clear data ownership, documentation, and operating procedures across insurance reporting workflows. 

Team Leadership & Development 

• Lead, mentor, and develop a team of client operations and reporting professionals, setting clear performance expectations and fostering a culture of accountability and excellence. 

• Allocate resources across client coverage, reporting production, and strategic initiatives to balance execution and innovation. 

Qualifications: 

• 10+ years of relevant experience in alternative asset management, insurance investment operations, institutional client servicing, or a related financial services environment. 

• Deep understanding of insurance company investment operations and reporting requirements within alternative asset classes. 

• Proven experience overseeing client reporting, operational workflows, and data quality for sophisticated institutional clients. 

• Demonstrated leadership experience managing teams and influencing crossfunctional stakeholders. 

• Strong analytical mindset with experience leveraging data to improve reporting, controls, and client outcomes. 

• Excellent communication skills with the ability to engage credibly with senior internal leaders and external insurance clients. 

It is expected that the base annual salary range for this Chicago based position will be $150,000 - $200,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.